Senior Product Manager

The Group

The Retirement business unit focuses on helping individuals achieve better outcomes by working with institutional clients in the global defined contribution and workplace markets. This is a high growth area for Morningstar and houses a diverse product suite and unique client base. By constantly evolving our solutions and solving our client's problems, we believe we are positioned well for continued future growth.

The Role
We seek a results‑oriented Senior Product Manager on the Retirement team to both strengthen the experience of our existing Morningstar Plan Advantage (MPA) clients and shape the future evolution of the platform. MPA enables advisors and home offices to manage their retirement plan business through a modern, intuitive interface, and your role will be pivotal in elevating how our current clients use and benefit from it.

In this position, you will serve as a strategic partner to our established MPA clients by deeply understanding their workflows, uncovering pain points, and translating those insights into meaningful enhancements that drive satisfaction, retention, and long‑term partnership. You will collaborate closely with business stakeholders, design, and engineering teams to continuously refine MPA’s core capabilities and ensure that our delivery aligns with the evolving needs of current and future clients, including Retirement Plan providers, Broker Dealers, and Retirement Advisors.

At the same time, you will play a critical role in shaping MPA’s future. This includes championing client‑driven insights, pushing the team to imagine new experiences and applying AI-first thinking that advance advisor productivity and client outcomes.

Success in this role requires strong relationship management, clear communication across all levels of the organization, and the ability to build trusted partnerships—both with our clients and internal teams.

This position is based in Mumbai.

Job Responsibilities

• Develop a deep understanding of Morningstar’s Fiduciary Solutions, including Morningstar Plan Advantage (MPA) and traditional fiduciary services.
• Deeply understand client workflows and pain points, translating insights into product enhancements that strengthen satisfaction, retention, and overall client value.
• Strengthen strategic client partnerships by proactively identifying opportunities to improve client satisfaction, retention, and adoption.
• Refine and evolve MPA’s core capabilities by collaborating closely with business stakeholders, design, and engineering teams.
• Champion client-driven insights throughout the product development process and ensure product decisions are grounded in real client needs.
• Drive effective execution across cross-functional teams to deliver high‑quality product improvements on time and with measurable impact.
• Relentlessly curious about AI and the future of products, continuously learning, prototyping, and challenging teams to thoughtfully integrate AI into product strategy and execution.
• Apply AI‑first thinking to transform recurring client enhancement requests into scalable product improvements, leveraging AI to design smarter, faster, and more impactful solutions that directly address client needs.
• Engage with the retirement industry and client community to proactively research, identify, and continuously inform product strategy.
• Support go‑to‑market teams and sales opportunities by providing product expertise and contributing to client engagement activities.

Qualifications

• A minimum of 7 years of relevant product management experience
• Strong knowledge of product development, lifecycle, and agile methodologies

• Knowledge of the retirement industry is required
• Ability to effectively prioritize and execute tasks in a fast-paced environment
• Willingness to juggle multiple responsibilities and stakeholders to get things done. Work with internal stakeholders and tech members on design & implementation, with clients on gathering their needs, and doing what it takes “roll up sleeve” to get innovative solutions to market.
• Excellent written and verbal communication skills
• Strong customer service focus
• Willingness to connect with global colleagues at off-hours

Morningstar is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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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