Global Head of Program & Project Management - Morningstar Indexes

About Morningstar
It started with an idea-one great idea from a 27-year-old stock analyst. Our founder, Joe Mansueto, recognized inequity in the availability and distribution of financial information. He set out to change these practices, democratizing and demystifying investing and giving more people access to the tools, products, and information they needed to achieve their financial goals. This simple, revolutionary idea became the foundation of our company and the core of our mission: empowering investor success.
A division of Morningstar Inc., Morningstar Indexes has been ranked by Burton Taylor as the fastest-growing index provider for 3 years in a row. As a provider of differentiated intellectual property, drawing on the full wealth of data insights from our parent company, Morningstar Indexes supports the global capital markets with indexes, data and calculation services.
About This Role
The Global Head of Program & Project Management will report directly to the Indexes COO and work closely with other functional teams (Product, Operations, IT, Client Service) to scope, manage and bring to fruition a range of business & IT programs and projects. Managing a global team, the role requires a history of execution, an understanding of program management methodologies and experience in the market data, indexing or related investment industries.
This role requires a proven leader with a track record in executing complex projects, great communication skills and an ability to build teams and productive cultures. The ideal candidate has a strong background in both business leadership, technology support and process improvement. Experience planning and leading complex projects across multiple teams, including the oversight of multiple project plans and key metrics, as well as the ability to work in a fast-paced technical environment is critical. The person in this role must be able to identify, navigate and ultimately reduce risk throughout program/project delivery in order to complete high value programs on time and with impact.
What You'll Do
Program and Project Portfolio Management - lead the process of conceiving, prioritizing and managing programs/projects to meet strategic business needs including executive reviews, capacity forecasting, risk/obstacle resolution, product roadmap reviews and strategies, and dashboarding/metrics; establish and enforce project management processes, methodologies, and best practices across the organization; regularly monitor and assess project progress, risks, and dependencies, provide timely updates and recommendations to executives and stakeholders; identify efficiencies and ensure projects are delivered within the approved timing and budget.
Strategic Leadership and Oversight - lead, mentor, and develop a global team of project and program managers, ensuring high performance and alignment with organizational goals; develop and execute a comprehensive project management strategy that ensures timely and on-budget delivery of both technology and non-technology projects; coach project managers, scrum masters, tech leads, program owners and managers to evolve PMO practices and culture; encourage a culture of collegial conflict resolution across functions, priorities and squads.
Stakeholder and Executive Management - serve as the primary point of contact for senior leadership and key stakeholders for all program and project-related matters; facilitate regular communication with stakeholders, ensuring alignment, transparency, and effective decision-making; partner with business leaders to understand evolving needs and ensure projects are aligned with business objectives and client requirements; lead executive discussions on portfolio/program health, impediment resolution, stakeholder management and resolution of impediments/risks.
Cross-Functional Collaboration - foster collaboration between different departments (e.g., Technology, Operations, Product, Sales, Marketing) and other Morningstar business units to drive successful project outcomes; work closely with IT and business units to ensure the integration of technological solutions supporting critical functions.
Risk and Issue Management - proactively identify and mitigate program/project risks and issues, escalating when necessary to ensure timely resolution; continuously improve project risk management frameworks and ensure that all projects have robust contingency plans in place.
Continuous Improvement and Innovation - drive a culture of continuous improvement within the program and project management function; stay current with industry trends, methodologies, and tools to enhance project management practices; leverage technology and automation to improve project delivery efficiency and effectiveness.
Who You Are
A strategic thinker, leader and culture carrier, able to identify and plan for risks and interdependencies; results-oriented with a focus on delivering high-quality outcomes; collaborative, with an ability to build relationships across functions and levels; agile, adaptable, and capable of managing change in a fast-paced, dynamic environment.

• 15+ years of professional experience and a history of managing global teams with diverse backgrounds.
• A proven track-record as senior leader delivering complex multi-functional business programs, operational campaigns and/or IT projects/implementations.
• Ability to lead and motivate cross-functional teams; demonstrated ability to build high-performing, diverse and global teams and a history of positive change management.
• Strong understanding of indexing, market data, financial concepts and data models
• Well-versed in program/project management methodologies; strong analytical, trouble-shooting, and problem-solving skills and the ability to work within a rapidly evolving solutions-oriented group; strong financial acumen a must.
• Exceptional leadership, communication, and interpersonal skills; ability to navigate complex stakeholder environments and drive consensus.
• Bachelor's degree in Finance, Economics or related field; post graduate degree(s), CFA and/or project management certifications highly beneficial

Our Values
Champion the Investor: We prioritize the needs and interests of investors in everything we do, aiming to empower them whether they engage with us directly or indirectly.
Dream Big, Drive Change: We embrace bold visions and actively pursue innovations that improve our services, benefit the communities we operate in, and make a positive impact on the wider world.
Execution is Everything: Our strength lies in our ability to transform ideas into tangible outcomes, demonstrating our commitment through the quality of our results.
Growth Mindset: We encourage continuous personal and professional development, knowing that our collective growth drives the company's success.
One Team: We operate as a cohesive unit, embracing diversity and collaboration, which fuels our shared commitment to achieving our mission and upholding our values.
Where we Work
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least 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.
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.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why 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

Base Salary Compensation Range
$115,815.00 - 208,463.00 USD Annual
Total Cash Compensation Range
$156,350.00 - 281,425.00 USD Annual
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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