The Group
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence.
The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, webuild products and offer services that connect people to the financial information and tools they need. Our mission is toenhance the education, engagement, and experience for the investor.
TheRole
We are looking for an AI-enabled Product Manager to lead the transformation of core customer and colleague workflows across the Morningstar Wealth Platform. This role sits at the heart of how investors and advisers interact with the platform, owning some of the most mission‑critical journeys in wealth management — including tax wrapper switching, investor profile management, money movements, and fees.
You will be accountable for re‑engineering complex, high‑volume processes into intuitive, self‑served, and experiences that scale efficiently while meeting regulatory and operational standards. This role demands deep familiarity withInvestment Platforms, within the wealth industryideally gained from working in or alongside operational teams. You will havedemonstratedyourability to harness AI to accelerate product delivery,understand research anddataand build productincrementsthat scale. This role suits a product leader who not only thrives in complexity, but who actively uses AI tonavigateitfaster, smarter, and with greater impact.
Lead the shift from manual, colleague‑led processes to secure, permissioned, customer self‑service experiences —leveragingauthentication, role‑based access controls, and intelligent automation to reduce dependency on human intervention at scale.
Define and deliver an automation roadmap that materially reduces operational effort, processing time, and error rates —identifyingwhere intelligent automation can replace manual workflows, improve scalability, and free colleagues to focus on higher‑value activity.
Partner with engineering, design, operations, and customer teams to deliver front‑to‑back solutions spanning UX, APIs, workflow orchestration, and back‑office services — actively using AI to accelerate the product development lifecycle across discovery, definition, design, and refinement.
Own andprioritisethe product backlog using a clear value framework, balancing customer impact, operational efficiency, regulatory obligations, and technical sustainability.
Maintain a strong continuous discovery cadence with customers, advisers, and internal colleagues —to surface patterns,identifyemerging trends, and map opportunities across operational andbehaviouraldata, turning insight intoprioritisedproduct action.
Act as the single point of product leadership for your domain, clearly communicating vision, trade‑offs, progress, and outcomes to senior stakeholders.
Minimum 5 years’ experience as a Product Manager (or equivalent), ideally working on platform, workflow, or automation‑heavy products — with a clear and demonstrabletrack recordof using AI to enhance your own practice and the teams around you.
Deep knowledge of wealth management platforms, ideally gained through direct experience working in or very closely with operational teams.A strong understanding of the manual processes, back‑office dependencies, and scalability constraints that define day‑to‑day platform operations — and the judgment to know where automation can make the greatest difference.
Outcome‑driven mindset, with experience setting and delivering against OKRs tied to customer value, operational efficiency, and AI‑enabled capability improvements.
In this role sounds aligned with your skills,experienceand ambitions thenwe’dlove to hear from you.
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Base Salary Compensation Range
GBP 58.900,00-82.333,33
Bonus Target:
12,5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're 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, you'll have tools and resources to engage meaningfully with your global colleagues.
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