Director, Institutional Investor Content Strategist

About Morningstar

Morningstar is a global leader in independent investment insights for both retail and institutional investors. We provide comprehensive data, research, and investment management services with over $300 billion in assets under management. Operating in 32 countries, we support financial advisors, asset managers, retirement plan providers, and more. 

The Role 

As the Institutional Investor Content Strategist at Morningstar, you will be responsible for developing and leading a cohesive content strategy specifically tailored to an institutional audience. This position requires an experienced professional who can create original content as well as edit existing research reports and thought leadership pieces that effectively engage and resonate with asset owners. You will work closely with various teams across the organization to identify relevant topics, data, and trends for content development that will elevate Morningstar's brand awareness among institutional investors. This role will also play a key role in shaping the annual Morningstar Sustainable Investing Summit for institutional investors. 

Reporting to the Senior Director of Global Content Strategy, this role will have a dotted line to the Head of Client Solutions for Institutional Investors. To foster continuous collaboration, at least three days in the office per week is required.

Key Responsibilities: 

• Institutional Content Development: Write and develop compelling thought leadership pieces, white papers, long-form articles, blogs, video and podcast scripts, and other content focusing on relevant topics and trends for asset owners. Conduct interviews with industry professionals, analysts, and subject matter experts to produce insightful and in-depth analysis. Utilize existing research, thought leadership, and proprietary data to create a consistent pipeline of content assets for institutional audiences across various platforms such as web, social media, newsletters, and events. 

• Editorial Process: Develop and oversee an editorial calendar specifically for asset owners. Manage multiple projects simultaneously and collaborate with stakeholders to review, approve, and deliver high-quality content within set publication deadlines for industry events, media sponsorships, and client meetings. 

• Cross-Functional Partnership: Build effective relationships with marketing, sales, research, editorial teams, and other key business unit stakeholders to keep track of ongoing content development for the institutional audience. Identify opportunities for collaboration that align with business strategies and objectives. 

• Data & Analytics: Work with the marketing analytics team to measure ROI, track performance, and make data-driven decisions for editorial planning and content development targeted at institutional investors. 

• Governance & Compliance: Ensure adherence to regulatory and compliance standards, brand guidelines, and content governance protocols. 

Key Results for Success in This Role: 

• Brand Building: The thought leadership produced by this role will play a crucial part in our go-to-market strategy for increasing awareness and consideration of the Morningstar brand among asset owners. The successful candidate will help shift the perception of Morningstar from being primarily focused on retail investors to being viewed as an industry thought leader and trusted strategic partner for institutional investors. 

• Stakeholder Management: As this role sits within Central Marketing, the individual will need to collaborate closely with various business units to develop, review, and approve all content targeted at asset owners. Building strong relationships with leaders, subject matter experts, and analysts across different teams who may have competing priorities, along with effective influencing skills, will be key to success in this role. 

Qualifications: 

• Experience: 10+ years of experience in financial journalism, investment writing, B2B content marketing, corporate communications, or investor relations preferably in the asset management or investment management space.
• Education: Bachelor’s degree required (English, journalism, marketing, or related field preferred). Advanced degree (MBA or equivalent) or CFA designation a plus. 
• Expertise: Deep understanding of financial markets, investment concepts, asset management industry, and/or the institutional investor ecosystem. 
• Expertise: Excellent technical writing skills, including an ability to establish a narrative based on conceptual and data-focused themes, with minimal rewriting by editors.  A portfolio of published articles or written work is required. 
• Analytical Skills: Strong ability to interpret complex data, derive insights, and communicate findings to executive stakeholders. 
• Enterprise Acumen: Proven success working in a global, multi-product, matrixed organization, navigating complex structures, engaging in collaborative problem solving, and driving alignment across diverse stakeholders.
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily. 
• This role is based in the New York, Chicago, or London office. To foster continuous collaboration, at least three days in the office per week is required.  

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s 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
  • 75% 401k match up to 7%
  • 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 plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance

• Emotional Health 
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health 
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

Total Cash Compensation Range

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.