Sr. Manager, Campaign Strategy

The Group:

Morningstar's mission is to empower investor success. The Direct Platform team does this by creating products that help financial professionals and the investors they serve achieve their financial goals. The Morningstar Direct Platform business is one of the largest software units within Morningstar, serving a substantial global customer base while continuing to drive market share growth, product adoption, and customer expansion opportunities worldwide.

About the role:

The Sr. Manager, Campaign Strategy is responsible for leading campaign execution, demand generation strategy, and operational alignment across Demand Generation, Events, and Customer Marketing. This role serves as the strategic bridge between business-unit marketing teams and centralized Marketing Operations, Performance Marketing, and Analytics functions, ensuring programs are aligned, measurable, scalable, and optimized for growth.

As a team lead, you will own the translation of business objectives into high-impact demand generation and outbound programs, while ensuring campaign quality, operational excellence, and continuous performance improvement. You will lead a team of marketers, champion innovation and AI-enabled marketing practices, and drive cross-functional alignment to accelerate pipeline growth and customer engagement.

Job responsibilities:

• Own outbound sales play strategy and execution, partnering closely with Sales and Product Marketing to develop scalable outbound motions, target account strategies, prospect engagement frameworks, and pipeline generation programs.
• Drive demand generation strategy optimization and continuous improvement by leveraging campaign performance insights, funnel analytics, testing frameworks, and market feedback to refine targeting, messaging, channel mix, and investment decisions.
• Lead, coach, and develop a high-performing marketing team by providing strategic direction, mentorship, performance management, and opportunities for professional growth while fostering a culture of accountability, collaboration, and innovation.
• Serve as the primary business-unit representative to Marketing Operations, advocating for marketing priorities related to integrations, lead routing, field mapping, campaign infrastructure, process improvements, and technology enhancements.
• Represent the business unit's audience priorities, campaign strategy, pipeline goals, and market context to Performance Marketing teams, ensuring channel execution aligns with business objectives and growth targets.
• Act as the connective layer between demand generation, campaign execution, and operational teams to ensure coordinated planning, effective prioritization, seamless execution, and measurable business outcomes.
• Review and oversee campaign strategy, audience targeting, execution plans, and performance to ensure alignment with business goals, customer needs, and revenue objectives.
• Establish scalable, documented, and repeatable processes that improve team effectiveness, campaign quality, operational rigor, and cross-functional collaboration.
• Identify performance gaps, unmet business needs, and growth opportunities, partnering with cross-functional stakeholders to develop and implement solutions.
• Champion the adoption of AI-driven marketing practices and advanced automation capabilities, including the development and deployment of AI agents, workflows, and integrated tool ecosystems that improve campaign performance, team productivity, decision-making, and business outcomes.

Qualifications

• 7+ years of experience in B2B SaaS marketing with deep expertise in demand generation, campaign strategy, marketing operations, performance marketing, or related disciplines.
• Proven success designing and executing integrated demand generation programs that drive measurable pipeline growth and revenue impact.
• Strong understanding of sales and marketing alignment, including experience building outbound prospecting strategies, account-based motions, and pipeline generation programs in partnership with sales organizations.
• Demonstrated experience leading and developing marketing teams, with a track record of coaching talent, building capabilities, and creating high-performing, collaborative environments.
• Advanced experience leveraging AI and automation technologies within modern marketing organizations, including hands-on use of AI tools, workflow automation, custom agents, prompt engineering, and emerging marketing technologies.
• Strong working knowledge of paid media, marketing automation, campaign operations, and marketing technology platforms.
• Exceptional analytical and project management skills, with the ability to use data and insights to guide decision-making, prioritization, and resource allocation.
• Highly strategic and execution-oriented, with the ability to balance long-term planning and day-to-day delivery.
• Proven ability to influence and collaborate across cross-functional teams and manage multiple priorities in a fast-paced environment.
• Strong executive communication and presentation skills with the ability to clearly articulate plans, recommendations, and business impact to senior stakeholders.
• Growth mindset with a passion for experimentation, innovation, and continuous improvement.
• Bachelor's degree or equivalent professional experience.

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

$95,275.00-139,741.66

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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