Senior Project Manager

Job Title: Senior Project Manager

Location: Mumbai

Shift: General

The Group: At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence.

We are the leading Investment platform for Advice firms, offering unmatched capability in managing and executing model portfolios at scale. As we continue to innovate, we are expanding our team with a new role that will be pivotal in ensuring the successful delivery of platform enhancements across our wealth platform

The Role: As a Programme Manager, you will be responsible for overseeing all changes across our Wealth Platform, which is managed by 6 agile teams working collaboratively on a single product. Your role is critical in ensuring that each product increment is delivered smoothly, with clear communication to all stakeholders and effective execution of change management processes. You will be the key point of contact between product owners, engineers, marketing, compliance, implementation managers, and occasionally third-party vendors, ensuring that platform enhancements are successfully delivered and communicated.

Since this is a newly created function, you will have the opportunity to define and establish the processes, cadence, and reporting structures necessary for its success

Responsibilities:

• Program Oversight: Manage and track all platform enhancements across the portfolio of change, ensuring that product increments are delivered on time and with the right quality.
• Stakeholder Management: Work closely with product owners, implementation managers, marketing, compliance, engineers, and testers to ensure all stakeholders are engaged, informed, and aligned throughout the delivery process.
• Communication and Reporting: Develop and deliver high-quality reporting packs for senior management, providing clear and concise updates on the status of platform changes. Ensure timely internal and external communications regarding each change.
• Process Setup: Establish a cadence for delivery management, define processes for managing change, and create effective communication strategies for both internal and external stakeholders.
• Agile Methodologies: Coordinate across multiple agile teams to ensure alignment with the overall product roadmap and business objectives, using tools such as Jira and Confluence.
• Risk Management: Identify potential risks and work proactively to resolve issues that could affect the timely delivery of platform enhancements.
• Training and Support: Ensure that necessary training and support materials are in place for internal teams and clients to fully understand and adopt the changes being rolled out.
  
  
  

Requirement

• 8 years’ experience in a project manager role, or similar.
• Strong experience in stakeholder management, with the ability to engage, influence, and communicate effectively with diverse teams.
• Solid project management background, with the ability to oversee multiple changes and ensure they land effectively.
• Strong understanding of agile methodologies and experience working in an agile environment.
• Excellent written and verbal communication skills, with a proven ability to create high-quality reporting packs.
• Proficiency in using Confluence and Jira for project tracking and communication.
• A self-starter who is proactive and capable of establishing their own processes in a new role.
• Ability to manage cross-functional teams and work collaboratively to ensure successful delivery
• Financial services industry experience and/or Wealth Management experience highly desirable but not essential.
  
  
  

Morningstar is an equal opportunity employer

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.

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