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.
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