Morningstar

Developing and executing integrated brand campaigns, managing cross-channel media planning, and optimizing campaign performance. | 7-10 years in brand marketing or integrated marketing with experience in multi-channel campaigns, stakeholder management, and team leadership. | About the Role We are seeking an Associate Director, Integrated Brand Campaigns to shape, activate, and optimize integrated brand campaigns that connect with our target audiences and drive measurable impact. This is a player-coach role—you will roll up your sleeves to design and execute campaigns while also coaching and enabling a small but growing team. The Associate Director will oversee all aspects of campaign planning—audience definition, channel strategy, media planning, stakeholder engagement, activation, and performance optimization. With one direct report (Campaign Manager) and collaboration across the go-to-market organization, corporate and internal coms, this role is both hands-on and highly strategic. Position Location: Chicago, IL (Hybrid – 4 days onsite per week) Key Responsibilities: Campaign Strategy & Development • Develop and refine integrated brand campaign strategies aligned with company objectives and brand positioning. • Define target audiences, market segments, and budget recommendations that inform campaign design. • Partner with creative teams and agencies to translate brand narratives into compelling, multi-channel campaign concepts. Channel & Media Planning • Partner with performance marketing, digital, creative teams and agencies to select channels (paid, owned, earned, internal) that maximize reach and impact. • Drive media planning and allocation recommendations in collaboration with performance marketing. Activation & Execution • Actively manage campaign briefs, creative development, and stakeholder reviews. • Directly lead elements of campaign activation while guiding and enabling your Campaign Manager and cross functional partners to execute with excellence. • Ensure campaign consistency across internal (employees, stakeholders) and external (clients, prospects, partners) audiences. Performance & Optimization • Monitor campaign performance through established KPIs and dashboards. • Recommend optimizations in real-time to improve engagement, efficiency, and ROI. Leadership & Collaboration • Serve as a player-coach—contributing directly to campaign work while developing and mentoring your direct report. • Act as a key partner to senior marketing, product, and commercial leaders, ensuring campaign alignment with business priorities. • Collaborate closely with creative, content, media, and analytics Centers of Excellence. Qualifications: • 7–10 years of experience in brand marketing, campaign strategy, or integrated marketing roles. • Proven track record designing and delivering multi-channel brand campaigns that balance brand and demand objectives. • Strong understanding of media planning and channel selection across paid, owned, earned, shared and internal communications. • Experience working within a matrixed, global marketing organization. • Exceptional stakeholder management skills, with ability to influence at senior levels. • Strong analytical mindset; ability to interpret data and translate insights into actionable strategies. • Prior leadership or management experience required; ability to both do and enable work. Why Join Us? This is a rare opportunity to build and scale a strategic campaign function at a leading global brand in financial services. You’ll play a hands-on role in delivering integrated brand campaigns while also developing talent and scaling the function. As a player-coach, you’ll help shape how we bring our challenger brand positioning to life in the market—unlocking growth, influence, and connection across diverse audiences. 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 • 75% 401k match up to 7% • 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 Bonding Leave • Adoption Assistance • Leadership Coaching & Formal Mentorship Opportunities • Annual Education Stipend • 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 $121,400.00 - 218,525.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity

Support the development and activation of brand positioning, messaging, and strategy across campaigns and initiatives. | Requires 5-8 years of experience in brand strategy or related marketing roles, with strong cross-functional collaboration skills and experience in brand positioning, messaging, and governance. | About the role: We’re looking for a Brand Strategist to help define, evolve, and activate the strategic foundation of our brand. This is a hands-on role that blends strategic thinking with practical execution — you’ll not only craft positioning and messaging frameworks but also ensure they’re embedded into campaigns, creative, and go-to-market activities across the organization. In this role, you’ll translate audience insights, market dynamics, and competitive analysis into actionable strategies that differentiate our brand — and then partner across marketing, product, and creative teams to bring those strategies to life in the market. This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite. 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. Key Responsibilities - Brand Positioning & Messaging • Develop and refine brand positioning, value propositions, and messaging frameworks that resonate with key audiences. • Translate strategic concepts into practical messaging toolkits and enablement resources used across campaigns, sales, and marketing materials. • Ensure consistency and alignment of brand voice and story across all touchpoints. Activation & Implementation • Partner closely with integrated campaign and creative/design teams to activate brand strategy through multi-channel campaigns and brand initiatives. • Review campaign briefs, content, and creative assets to ensure they ladder up to brand strategy. • Collaborate with product marketing to adapt messaging for specific products, audiences, and go-to-market programs. Research & Insights • Partner with audience strategy and insights teams to conduct and synthesize competitive, audience, and market research to inform brand positioning decisions. • Identify opportunities for differentiation and new messaging angles based on trends, customer needs, and market dynamics. Brand Architecture & Governance • Support the development and evolution of brand architecture, ensuring clarity and cohesion across products, sub-brands, and solutions. • Provide strategic guidance on product naming to ensure consistency and clarity across the portfolio. • Contribute to brand guidelines and governance to maintain a unified global brand presence. Measurement & Optimization • Help define and track key brand health metrics and campaign effectiveness. • Gather feedback from internal teams and external audiences to continuously refine messaging and positioning. Qualifications • 5–8 years of experience in brand strategy, integrated marketing, product marketing, or related roles. • Proven ability to craft positioning, messaging, and value propositions — and translate them into actionable marketing assets. • Strong cross-functional collaboration skills; experience partnering with creative, campaigns, and product marketing teams. • Excellent research, storytelling, and communication skills, with a knack for simplifying complex ideas and being mindful of compliance. • Experience with brand architecture, naming frameworks, and product portfolio strategy preferred. • Experience working in a matrixed, global organization preferred. • Background in financial services or other B2B regulated entity a plus. Why Join Us? This role offers the opportunity to shape how our brand is understood and experienced — not just in theory, but in practice. As a Brand Strategist, you’ll bridge the gap between strategy and execution, helping define the story we tell and ensuring that story is powerfully expressed across campaigns, content, product naming, and client experiences. 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 • 75% 401k match up to 7% • 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 Bonding Leave • Adoption Assistance • Leadership Coaching & Formal Mentorship Opportunities • Annual Education Stipend • 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 $121,400.00 - 218,525.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity