Senior Product Manager

Overview

Senior Product Manager in the Managed Accounts group, leading the Mumbai team that focuses on core advice recommendation needs for the Morningstar Retirement Manager application, with collaboration across Mumbai and Chicago teams.

What you'll do

• Act as Product Owner of an Agile scrum team to release functionality on a regular basis
• Write detailed user stories to explain product requirements from a user's perspective
• Identify relevant business or technical requirements related to a particular user story
• Closely collaborate with engineering, design, and UI/UX to deliver a best-in-class user experience and drive implementation of new product functionality
• Use data to analyze the performance of flagship solutions and help inform prioritization of product features
• Use AI tools to improve how the team works, such as drafting and refining user stories, synthesizing client feedback, and analyzing product data, and share effective practices with the squad
• Lead and represent the product on client facing discovery and implementation calls
• Understand how the business strategy relates to product strategy and execution
• Support the prioritization of product changes and the creation of the product roadmap
• Partner with engineering and data teams to identify and prioritize where AI can improve the Retirement Manager experience, with appropriate oversight
• Oversee the operational aspects of the product, including client and user support

What you'll need

• A passion for retirement planning and helping investors
• Familiarity with development and technical literacy of APIs, integration with external partners
• Ability to translate business and user needs into API capabilities
• Technical experience to effectively communicate with scrum team engineers
• Working fluency with generative AI tools and a practical understanding of where they add value and where human review is essential
• Ability to evaluate AI-enabled opportunities in a regulated financial services setting, including accuracy, transparency, and compliance considerations
• An eye for great user experiences that encourage behavior change and deliver business results
• Ability to communicate and work cross-functionally
• Experience effectively prioritizing and executing tasks in a fast-paced environment
• Knowledge and experience in working with the Agile development framework, including writing user stories
• A bachelor's degree is required

Details

• Location: Mumbai
• Hybrid work model, typically four days in-office each week in most locations
• Collaboration across teams in Mumbai and Chicago