Implementation Consultant

Job Description: Implementation Consultant

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The Opportunity

We’re a data, research, technology and investment company seeking an Implementation Consultant.

Your primary role will be to ensure the successful onboarding of new clients to Morningstar technology, driving an engaging user experience and adoption in line with business objectives. Day to day, you will develop a deep understanding of our clients, ensuring user confidence in Morningstar solutions.

You will be a significant contributor to the success of our users’ businesses by ensuring that they’re able to operate efficiently. Ideally, you will have familiarity with the wealth and financial they can advice industry with an emphasis on CRM implementation, client engagement and data dissemination.

Key Responsibilities:

• Manage and own the client relationship throughout the onboarding journey ensuring all implementation requirements are clearly understood, documented, and aligned to client business objectives.

• Build strong professional relationships with client, including key decision-makers.

• Conduct onboarding training sessions, and implementation discussions to support user adoption of AdviserLogic.

• Understand the business processes, operational workflows, technology requirements, and financial planning needs to ensure the implementation is fit for purpose.

• Act as a key conduit between clients and internal teams, including Database, Support, Customer Success, and Product Teams.