The posting
About Morningstar
Empowering investor success is our mission and the reason we exist. With connected data, independent research, investor-first tools, and long-term portfolio strategies, Morningstar challenges what's hidden, complex, and inefficient — so nothing stands between investors and their goals. Today, Morningstar supports a global investing ecosystem, with subsidiaries in over 30 countries, serving individual and institutional investors, financial advisors, asset managers, and more.
The Role
The Morningstar Direct Platform is one of our largest software businesses, serving a global client base of financial professionals across wealth management and asset management. Events are a core channel for how we build relationships, drive pipeline, and grow the business.
As Senior Manager, Events Marketing, you'll own the full event channel — from strategy and annual portfolio planning to day-to-day execution and performance measurement. You'll work closely with the Associate Director of Demand Generation and cross-functional partners across Sales, Marketing, and Product. You'll work alongside two event associates, each managing their own event portfolio, and share ideas and processes as a team.
What matters most is that you know how to run complex events well, work across stakeholders, and make smart tradeoffs under pressure.
This role is based in our Chicago office and requires working onsite 4 days per week.
What Success Looks Like
Success is measured by event portfolio performance — pipeline contribution, attendee engagement, customer relationship depth, and the efficiency and repeatability of how the team executes.
What You'll Do
- Partner with the Associate Director of Demand Generation to develop and evolve the event marketing strategy, annual event portfolio, investment priorities, and success metrics.
- Own the planning, execution, and optimization of a diverse event portfolio — including hosted events, executive programs, third-party conferences, sponsorships, and hospitality experiences.
- Collaborate closely with Sales, Campaign Marketing, Customer Marketing, Product Marketing, and Central Marketing teams to align event objectives, target audiences, messaging, follow-up plans, and business outcomes.
- Establish scalable, repeatable event planning processes, tools, and best practices that improve execution quality, cross-functional visibility, and team efficiency.
- Manage event budget planning, forecasting, and investment tracking — ensuring resources are allocated effectively and programs deliver measurable business value.
- Monitor event performance and business impact using engagement metrics, pipeline contribution, attendee feedback, and post-event insights — and use those findings to inform future investment and optimization decisions.
- Identify opportunities to improve attendee experiences and team productivity through personalization, automation, AI-enabled processes, and modern event technology.
- Serve as the primary point of escalation for event execution challenges — balancing competing priorities and keeping delivery on track against organizational goals.
What You Bring
- 5+ years of experience in B2B marketing, event marketing, field marketing, experiential marketing, or a related discipline.
- Proven success planning and executing complex events that drive customer engagement, pipeline generation, and business growth.
- Strong project management skills, with the ability to manage multiple large-scale initiatives simultaneously.
- Experience partnering with sales leaders and senior stakeholders to align event investments with business priorities.
- Experience managing budgets, vendor relationships, and contract negotiations.
- Experience leveraging automation, AI tools, or modern event technologies to improve planning, execution, and attendee experience.
- A bachelor's degree or equivalent professional experience.
Why Morningstar
At Morningstar, we know we can only empower investors if our people feel empowered. A space to keep learning, stretching, and becoming. That's why we aim to create a workplace that supports your whole self, including your financial, personal, and family well-being. Because with the right people, place and purpose, there's no limit to what you can do.
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 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 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 Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities 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
Total Cash Compensation Range
$98,125.00-143,925.00
Inclusive of annual base salary and target incentive
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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