Hybrid Senior Implementation Consultant

Posted 3 months ago

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About the role

  • Senior Implementation Consultant leading complex Data Solutions integration on Morningstar’s Direct Platform. Collaborating with stakeholders to implement scalable solutions that drive business value.

Responsibilities

  • Act as a strategic partner to clients and internal teams, managing complex functional and technical requirements from scoping to delivery.
  • Build and maintain strong client relationships through regular engagement, including in-person meetings and travel as needed.
  • Serve as a subject matter expert on Morningstar data, services, or reporting capabilities, designing high-impact solutions tailored to client needs.
  • Interpret and apply Morningstar’s research and analysis to enhance client-facing solutions with insight-driven recommendations.
  • Deliver complex and multi product, multi region client projects.
  • Lead cross-functional projects, ensuring alignment with agile methodologies (e.g., Scrum) and best practices.
  • Define, document, and validate comprehensive business and technical requirements for data or reporting solutions.
  • Provide strategic oversight of project health, communicating status, risks, and mitigation strategies to stakeholders.
  • Drive decision-making processes that balance business needs with technical trade-offs to deliver future-proof solutions.
  • Ensure seamless transition and knowledge transfer to client service teams, establishing support models and documentation.
  • Support the rollout of new initiatives, ensuring visibility, alignment, and enablement across teams.
  • Mentor junior team members, fostering professional development and team capability.
  • Identify opportunities for innovation, automation, and process improvement within project delivery or reporting workflows.

Requirements

  • Bachelor’s degree required; advanced degree preferred
  • 2–3 years of project management experience; QA or development experience a plus
  • Strong client focus with excellent organizational and multitasking skills
  • Effective communicator with strong presentation skills, both written and verbal
  • Self-motivated, creative, and strategic thinker with sound problem-solving abilities
  • Technical aptitude and quick learner; able to understand and explain systems and data flows
  • Strong analytical skills with a passion for data and product integration
  • Comfortable with ambiguity and skilled at leading through change
  • Detail-oriented with a proactive approach to risk management and stakeholder coordination
  • Collaborative mindset with the ability to build strong relationships across teams
  • Solid understanding of software development processes and methodologies
  • Familiarity with investment products, market trends, and the financial services industry
  • Knowledge of technologies such as JSON, XML, HTML, SQL, and relational databases is a plus
  • Additional languages (e.g., French, Spanish, Italian) are a plus

Benefits

  • Hybrid work environment with four days in-office
  • Tools and resources to engage meaningfully with colleagues

Job title

Senior Implementation Consultant

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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