The Platform Consultant will train clients, manage project implementations, and work with development teams to enhance platform functionality while ensuring high service levels and relationship management.
About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role: You will work with new clients, gaining an in depth understanding of their business and requirements to ensure the embedding of the Morningstar Wealth offerings i.e. Platform, MIME and Investments, and provide the maximum leverage of adoption and business flows to the point it can be described as business as usual.
What You'll Do:
Who You Are
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
The Role: You will work with new clients, gaining an in depth understanding of their business and requirements to ensure the embedding of the Morningstar Wealth offerings i.e. Platform, MIME and Investments, and provide the maximum leverage of adoption and business flows to the point it can be described as business as usual.
What You'll Do:
- Training adviser firms and model managers either face to face or remotely
- Working in conjunction with Business Development Managers and Business Development Consultants to identify new advisers, model managers, sales opportunities and provide demonstrations both remotely and in person.
- Arrange & attend follow up meetings with firms and model managers either face to face or remotely.
- Setting up new branded platform services for firms
- Updating, tracking, and ensuring Corporate CRM and Salesforce are complete for all new firm implementations, meetings, phone calls and events.
- Working with our Implementation Technical team to trouble shoot issues.
- Managing the hand over process of newly implemented firms to Adviser Support
- Project Managing back books of client assets onto the platform using novation, change of agency or transition processes.
- Communicating changes for new Technology releases in a timely manner to all adviser firms
- Involvement in User Acceptance Testing of platform developments when required e.g. system and product updates.
- Attending regular internal Distribution meetings to share feedback and provide training to the wider Distribution Team
- Assist with new asset requests and ensure set up and access within agreed SLAs.
- Obtaining feedback from firms on success of e.g. implementations, new features, events
- Providing input and feedback to all internal customers to further enhance systems, products, and service
- Working with the development team to bring new functionality into the software
- Creating and updating bespoke Resource Centre articles and user guides via Zendesk
- Creating and updating videos of 'how to' functionality
- Keeping accurate records of correspondence with clients in CRM and SharePoint sites.
- Maintain accurate Trellis records and understand processes relating to raising incidents and our Complaints handling processes.
Who You Are
- 3+ years' experience in Financial Services role - preferably in a client facing advisory or investment environment.
- Clear understanding of the operational requirements of an adviser firm business
- Excellent knowledge of tax wrappers
- Excellent relationship management skills
- Excellent Project Management skills
- Hold or be willing to study towards a professional qualification.
- Ability to provide an excellent level of service either face to face or remotely.
- Excellent oral and written communication skills
- IT literate, understand technical aspects of role.
- Attention to detail.
- Team player
- Ability to work independently.
- Ability to travel when required.
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
Top Skills
CRM
Salesforce
Trellis
Zendesk
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