Morningstar
About the role
We're looking for a Brand Strategist to help define, evolve, and activate the strategic foundation of our brand. This hands‑on role blends strategic thinking with practical execution—you’ll craft positioning and messaging frameworks and embed them into campaigns, creative, and go‑to‑market activities across the organization. This position is based in our Chicago or New York office. We follow a hybrid policy of at least 4 days onsite.
Key Responsibilities
Develop and refine brand positioning, value propositions, and messaging frameworks that resonate with key audiences.
Translate strategic concepts into practical messaging toolkits and enablement resources used across campaigns, sales, and marketing materials.
Ensure consistency and alignment of brand voice and story across all touchpoints.
Partner closely with integrated campaign and creative/design teams to activate brand strategy through multi‑channel campaigns and brand initiatives.
Review campaign briefs, content, and creative assets to ensure they ladder up to brand strategy.
Collaborate with product marketing to adapt messaging for specific products, audiences, and go‑to‑market programs.
Partner with audience strategy and insights teams to conduct and synthesize competitive, audience, and market research to inform brand positioning decisions.
Identify opportunities for differentiation and new messaging angles based on trends, customer needs, and market dynamics.
Support the development and evolution of brand architecture, ensuring clarity and cohesion across products, sub‑brands, and solutions.
Provide strategic guidance on product naming to ensure consistency and clarity across the portfolio.
Contribute to brand guidelines and governance to maintain a unified global brand presence.
Help define and track key brand health metrics and campaign effectiveness.
Gather feedback from internal teams and external audiences to continuously refine messaging and positioning.
Qualifications
5–8 years of experience in brand strategy, integrated marketing, product marketing, or related roles.
Proven ability to craft positioning, messaging, and value propositions — and translate them into actionable marketing assets.
Strong cross‑functional collaboration skills; experience partnering with creative, campaigns, and product marketing teams.
Excellent research, storytelling, and communication skills, with a knack for simplifying complex ideas and being mindful of compliance.
Experience with brand architecture, naming frameworks, and product portfolio strategy preferred.
Experience working in a matrixed, global organization preferred.
Background in financial services or other B2B regulated entity a plus.
Why Join Us? This role offers the opportunity to shape how our brand is understood and experienced — not just in theory, but in practice. As a Brand Strategist, you’ll bridge the gap between strategy and execution, helping define the story we tell and ensuring that story is powerfully expressed across campaigns, content, product naming, and client experiences.
Compensation and benefits At Morningstar we champion your wellness through a wide‑range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company‑provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long‑ and short‑term disability insurance
Emotional Health
Trust‑Based Time Off
6‑Week Paid Sabbatical Program
6‑Week Paid Family Caregiving Leave
Competitive 8‑24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$117,850.00 – $212,150.00 USD Annual
Morningstar’s hybrid work environment gives you the opportunity to collaborate in‑person two days each week as we find our best when we’re purposefully together on a regular basis. 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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Key Responsibilities
Develop and refine brand positioning, value propositions, and messaging frameworks that resonate with key audiences.
Translate strategic concepts into practical messaging toolkits and enablement resources used across campaigns, sales, and marketing materials.
Ensure consistency and alignment of brand voice and story across all touchpoints.
Partner closely with integrated campaign and creative/design teams to activate brand strategy through multi‑channel campaigns and brand initiatives.
Review campaign briefs, content, and creative assets to ensure they ladder up to brand strategy.
Collaborate with product marketing to adapt messaging for specific products, audiences, and go‑to‑market programs.
Partner with audience strategy and insights teams to conduct and synthesize competitive, audience, and market research to inform brand positioning decisions.
Identify opportunities for differentiation and new messaging angles based on trends, customer needs, and market dynamics.
Support the development and evolution of brand architecture, ensuring clarity and cohesion across products, sub‑brands, and solutions.
Provide strategic guidance on product naming to ensure consistency and clarity across the portfolio.
Contribute to brand guidelines and governance to maintain a unified global brand presence.
Help define and track key brand health metrics and campaign effectiveness.
Gather feedback from internal teams and external audiences to continuously refine messaging and positioning.
Qualifications
5–8 years of experience in brand strategy, integrated marketing, product marketing, or related roles.
Proven ability to craft positioning, messaging, and value propositions — and translate them into actionable marketing assets.
Strong cross‑functional collaboration skills; experience partnering with creative, campaigns, and product marketing teams.
Excellent research, storytelling, and communication skills, with a knack for simplifying complex ideas and being mindful of compliance.
Experience with brand architecture, naming frameworks, and product portfolio strategy preferred.
Experience working in a matrixed, global organization preferred.
Background in financial services or other B2B regulated entity a plus.
Why Join Us? This role offers the opportunity to shape how our brand is understood and experienced — not just in theory, but in practice. As a Brand Strategist, you’ll bridge the gap between strategy and execution, helping define the story we tell and ensuring that story is powerfully expressed across campaigns, content, product naming, and client experiences.
Compensation and benefits At Morningstar we champion your wellness through a wide‑range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company‑provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long‑ and short‑term disability insurance
Emotional Health
Trust‑Based Time Off
6‑Week Paid Sabbatical Program
6‑Week Paid Family Caregiving Leave
Competitive 8‑24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$117,850.00 – $212,150.00 USD Annual
Morningstar’s hybrid work environment gives you the opportunity to collaborate in‑person two days each week as we find our best when we’re purposefully together on a regular basis. 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.
#J-18808-Ljbffr