Solution Consultant

The Group:

The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, operations and service teams collaborate to help create and provide our clients with the relevant solutions to appropriately meet our client’s business needs.

The Licensed Data Product Operations team, which is part of the group, aims to bring consistency in methods of working and provides better transparency and governance to operational processes. The team partners broadly and deeply with many internal teams (for example, product management, technology and client service). These partnerships are critical to driving the desired outcomes not only for our existing products, but also as it pertains to assisting in driving our new product development initiatives.

The Role

Morningstar is seeking a Solution Consultant to join our Direct Platform team, supporting clients across North America. This role combines pre-sales solution design with hands-on implementation, owning the client journey from initial discovery through successful onboarding and value realization.

As a Solution Consultant, you will act as a trusted advisor—understanding client business needs, designing scalable solutions, and ensuring those solutions are effectively delivered and adopted. You will work cross-functionally with Sales, Client Service, Product, and Technology teams to bring Morningstar’s capabilities to life in a way that is impactful for clients and sustainable for the business.

Key Responsibilities

Client Engagement & Solution Design

• Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges.

• Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value.

• Develop and deliver product demonstrations, presentations, and proposals.