About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions. The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development and product success teams, collaborate to help provide clients with relevant products and bundled solutions through a seamless pre-sales experience and frictionless implementation. The Role: The Senior Pre-Sales Consultant plays a critical role in supporting the sales team to win new business by providing technical expertise, delivering product demonstrations, and designing solutions that align with customer needs. Acting as a bridge between sales and product teams, this role ensures proposed solutions are technically viable and meet client requirements. Using a consultative approach, you will help clients connect the dots across Morningstar’s ecosystem to create meaningful value. Key Objectives: Understand Customer Needs: Assess the customer’s business goals, pain points, and challenges. Provide Technical Expertise: Demonstrate how Morningstar’s products and services address specific client needs. Tailor Solutions: Design and present solutions that align with requirements and leverage the Morningstar ecosystem. Build Trust and Credibility: Establish confidence in Morningstar’s ability to deliver impactful solutions. Support Sales Team: Offer technical support throughout all stages of the sales cycle. Responsibilities: Client Engagement: Lead strategic client engagements, working with key stakeholders to understand business objectives and challenges. Conduct comprehensive needs analyses to identify opportunities for advanced solutions. Solution Design: Develop complex, innovative solutions that meet client requirements and align with industry best practices and Morningstar technologies. Provide guidance to clients and internal teams. Product Development Feedback: Share insights with product teams based on client experiences and market trends to drive product enhancements. Requirements Gathering: Collaborate with clients to document detailed implementation requirements and communicate effectively with internal teams. Leadership and Mentorship: Mentor junior consultants, fostering a culture of collaboration and continuous improvement. Technical Leadership: Serve as a technical authority across a broad range of products and services in client and internal discussions. Sales Support: Partner with the sales team to develop and execute strategic plans. Participate in high-level client discussions to address complex technical and business challenges. Project Oversight: Ensure successful solution implementation, meeting timelines and exceeding client expectations. Strategic Planning: Contribute to consulting team strategies and initiatives, aligning services with overall company goals. Requirements + Fluency in any other European language is a plus + Excellent writing, communication, problem solving, organizational, and analytical skills + Ability to work independently and manage competing priorities and deadlines + A friendly professional demeanor and ability to excel in a highly collaborative team environment + Familiarity with Morningstar products and capabilities is a plus + A bachelor’s degree is required. MBA or CFA is a plus 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 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. 301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.