Morningstar

Senior Manager, Brand and Competitive Intelligence Insights

Morningstar$94K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Strong experience in brand research, competitive intelligence, or related strategic insights, particularly in B2B or financial services.
  • Proven track record in building or scaling a research function with clear processes and governance.
  • In-depth knowledge of brand measurement and strategic application of brand research.
  • Expertise in competitive intelligence methods, including market synthesis and strategic analysis.
  • Ability to align research outputs with broader business strategies and marketing decisions.
  • Excellent analytical skills with a knack for synthesizing complex information into clear narratives.
  • Strong communication and stakeholder management skills, especially with senior executives.

Responsibilities

  • Lead the development and buildout of brand research and competitive intelligence functions.
  • Create a sustainable framework for brand health measurement and market monitoring.
  • Translate complex research findings into actionable insights and recommendations.
  • Present insights to senior stakeholders to support strategic decision-making.
  • Integrate brand and competitive intelligence with other research streams like market research and AI.
  • Leverage AI and workflows to enhance research efficiency and accessibility.
  • Oversee external research partners to ensure quality and relevance of methodologies.

Benefits

  • 100% 401k match up to 6% of salary.
  • Comprehensive health benefits (medical, dental, vision).
  • Trust-Based Time Off policy.
  • 6-week paid sabbatical program.
  • 6-week paid family caregiving leave available.
  • Competitive paid parental leave from 8 to 24 weeks.
  • Annual Flex Stipend for personal education and well-being costs.
  • Tuition reimbursement opportunities.
Full Job Description

The Senior Manager, Brand and Competitive Intelligence Insights will primarilyleadthe development, design, and ongoing buildout of Morningstars Brand Research and Competitive Intelligence functions within the broaderMarket ResearchCoE. The position willbe responsible forestablishinga scalable, centralized approach to brand and competitive insights thatsupportsMorningstars evolving business needs, strengthens decision-making, and helps accelerate growth across the organization.

Working closely with the Brand team, this role will help define the operating structure, research roadmap, governance, and stakeholder engagement model for these two functions. The work will directly supportoverallCentral Marketing OKRs to activate and scale themasterbrandas a growth multiplier,supportMorningstarsgrowththroughresearch-led contentthat will provide an edge in the marketplace, and develop our people & support inclusive culture, including through AI-enabled efficiencies.

A key part of this role will be tobuild a sustainable framework forhow Morningstar measures brand health, monitors market and competitor movement, and translates those inputs into actionable recommendations for brand strategy, positioning, messaging,advertising,content, andGTMdecisions. This position will work closely with Brand, Product Marketing, Content and Platforms, Strategic Account Marketing, Sales, and other internal stakeholders to ensure insights aretimely, consistent, and impactful.

This position can be based in our Chicago or NYC office with a required four days a week in office.

Specific responsibilities will include, but are not limited to:

  • Build upon anddeepen existingBrandResearchby creating a sustainable frameworkthat is inclusive ofresearch strategy, measurement framework, tracking architecture, cadence, and stakeholder intake process.
  • Establisha strong, multi-facetedCompetitive Intelligence capability, including ongoing market monitoring, competitor profiling, synthesis of competitive activity, and identification of strategic implications for Morningstar.
  • Synthesize complex findings into clear, business-ready narratives that connect brand and competitor insights to strategic implications, actions, and recommendations.
  • Present insights to senior stakeholders and help drive decision-making through regular briefings, planned readouts, and ad hoc strategic support.
  • Support the broader Centralized InsightsCoEvision by helping connect brand and competitive intelligence with other insight streams, including market research, AI insights, and UX/product learnings, where relevant.
  • Identifyopportunities to use AI and scalable workflows to improve efficiency, expand coverage, and create more accessible and searchableinsightsassets over time.
  • Manage external research and intelligence partners as needed, ensuring methodologies, deliverables, and timelines meet Morningstars standards for quality, rigor, and relevance.

Qualifications:

  • Strong experience in brand research, competitive intelligence, or related strategic insights disciplines, ideally in a B2B, financial services, or complex enterprise environment.
  • Demonstrated ability to build or scale aresearchfunction, including defining processes, governance, stakeholder workflows, and reporting rhythms.
  • Deep understanding of brand measurement, message testing,perceptiontracking, and the strategic application of brand research to business decisions.
  • Strong knowledge of competitive intelligence methods, including external monitoringviatools like Gartner, market synthesis, competitor profiling, and strategic analysis.
  • Ability to connect research and intelligence outputs to business strategy, marketing choices, product decisions, and GTM priorities.
  • Excellent analytical skills with the ability to synthesize quantitative and qualitative inputs into compelling narratives and clear recommendations.
  • Strong communicationand stakeholder management skills, with experience influencing senior partners across marketing, product, sales, and executive teams.
  • Strongproficiencyin Excel and other analysis and reporting tools; experience with visualization, survey platforms, or intelligence tracking systems is desirable.

Base Salary Range (NYC): $94,556-$160,733

Annual Bonus Target: 12.5%

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. Thats why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

  • Financial Health

    • 100% 401k match up to 6% of salary

    • Stock Ownership Potential

    • Company provided life insurance - 1x salary + commission

  • Physical Health

    • Comprehensive health benefits(medical/dental/vision)including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages

    • Additional medical Wellness Incentives - up to $300-$600 annual

    • Company-provided long- and short-termdisabilityinsurance

  • Emotional Health

    • Trust-Based Time Off

    • 6-week Paid Sabbatical Program

    • 6-Week Paid Family Caregiving Leave

    • Competitive 8-24 Week Paid Parental Leave

    • Adoption Assistance

    • Leadership Coaching & FormalMentorshipOpportunities

    • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

    • Tuition Reimbursement

  • Social Health

    • Charitable Matching Gifts program

    • Dollars for Doers volunteer program

    • Paid volunteering days

    • 15+ Employee Resource & Affinity Groups

Morningstars hybrid work environment gives you the opportunity to collaborate in-person each week as weve found that were at our best when were purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, youll have tools and resources to engage meaningfully with your global colleagues.

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ

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