Advisor Success Manager

Chicago, Illinois
Please provide on your application.
Mar 15, 2023
Apr 14, 2023
Job Function
Management Consulting
Industry Sector
Finance - General
Employment Type
Full Time

The Group:

Morningstar’s Investment Management group is a global team guided by Morningstar’s mission, values and principles to deliver investment, advisory and software solutions to enable great financial advice to ultimately empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar’s unique data, analytics and research. This unique investment data and analytics powers our portfolio accounting and aggregation engines. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.

The Role:

Morningstar’s Investment Management is seeking an Advisor Success Manager to join its team to manage relationships with new and existing advisors. You will interact extensively with financial advisors providing training and onboarding via web-based technology. Advisor Success Managers work closely with their sales counterparts on advisor and asset retention, issue resolution and continuous process improvement within their assigned territories while always promoting strong client advocacy. This position is based in our Chicago office.


  • Educate clients about our Managed Portfolios program and resources

  • Identify client training opportunities within existing relationships, participate in account reviews and provide initial product onboarding.

  • Engage in new initiatives and projects to drive advisor retention and success within Morningstar investment management.

  • Develop a deep understanding of our clients’ organizational structure, each users’ role, and day-to-day function.

  • Act as consultants and problem solvers. ASM’s will go the extra mile to understand the pain points in our users’ existing workflow, then strategize and train clients on how to reach solutions and desired outcomes by using our service.

  • Assist with service and escalations when needed to drive the business forward

  • Collaborate with Operations, product managers, and internal and custodial client support teams to resolve client issues in a timely manner.

  • Drive increased adoption by understanding the Advisor’s business needs and goals, promoting product usage, and maximizing Advisor retention by helping advisors integrate our products with their workflows.

  • Nurture customer relationships as a proactive business strategist through ongoing education and training

  • Provide valuable feedback and insight to the product team, compliance, marketing, and product developers.

  • Support and contribute to the ongoing development of the Advisor Success team evolution.


  • A deep customer focus and ability to excel in a fast-paced environment.

  • Proactive, strategic, and creative thinker with a collaborative approach to problem-solving.

  • Possess a minimum of four years of financial services, customer success or project management experience

  • Ability to work independently.

  • Empathy for customers and a passion for growing our business.

  • A proven ability to build long-term client relationships.

  • Excellent communication skills, and the ability to present to clients with sophisticated investment knowledge and business experience.

  • A team player who is willing to wear many hats and roll up your sleeves to get things done

  • A bachelor’s degree or the equivalent is required

Nice to have:

  • Level 1 CFA candidate or Series 65 license

  • Prior experience supporting financial advisors, interest and ability to explain managed portfolio concepts is desirable.


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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