Morningstar Visa Sponsorship USA
Morningstar is a globally recognized investment research and financial data firm with a consistent track record of sponsoring skilled foreign nationals. For professionals in finance, data science, and technology, Morningstar is a credible sponsorship option with a history of supporting both work visas and permanent residency pathways.
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About the Role
Morningstar’s Global Marketing Operations team is hiring a Technical Program Manager to lead large, complex, cross‑functional programs across marketing technology, data, AI, workflow automation, and go‑to‑market operations. This is a highly visible role that connects strategy, systems, and execution, ensuring teams move faster, collaborate smarter, and deliver measurable business impact across the full buyer journey.
You will run our marketing operations program portfolio, mature our operating model, accelerate AI adoption, and align marketing and sales workflows to support a unified, insight‑driven funnel.
What You’ll Do
Program & Portfolio Leadership
- Lead end‑to‑end planning, execution, and delivery of complex technology, data, and AI programs that support growth marketing and global operations.
- Own the MKOPs portfolio projects in Asana: streamline intake, automate workflows, optimize templates, and maintain dashboards that keep priorities and risks visible.
- Establish program structure, scope, milestones, KPIs, and stakeholder forums that drive clarity and accountability.
- Facilitate ongoing portfolio, roadmap, and executive status reviews to maintain alignment and unblock teams.
Marketing + Sales Alignment (Funnel, Workflow, Data)
- Drive cross‑functional programs that strengthen alignment between marketing and sales, including lifecycle definitions, routing logic, qualification criteria, lead scoring, and opportunity metadata.
- Ensure system, workflow, and AI enhancements support shared funnel KPIs, improved handoffs, and consistent reporting across teams.
- Translate joint marketing–sales requirements into CRM, automation, data model, and workflow changes that support faster follow‑up and more reliable performance insights.
Operating Model, Governance & Change Management
- Establish light, scalable governance for AI, data, and martech initiatives, including decision frameworks, RACI, standards, and human‑in‑the‑loop checkpoints.
- Mature MKOPs portfolio project intake, prioritization, and allocation processes to ensure predictable planning across BU work and platform work.
- Lead cross‑team decision‑making to resolve upstream and downstream blockers related to data, workflow, and system ownership.
- Develop documentation, training, and adoption plans that ensure new capabilities land successfully and consistently across global teams.
Measurement & Performance Tracking
- Define program KPIs and build scorecards that connect technology and AI investments to funnel outcomes, efficiency improvements, and execution quality.
- Publish executive‑ready updates that provide transparent visibility into progress, risks, decisions, and business impact.
Vendor & Budget Stewardship
- Support build‑vs‑buy decisions for martech and AI capabilities.
- Manage vendor evaluations, renewals, QBRs, license optimization, and value realization.
- Track program budgets, forecasts, and utilization in partnership with Finance and Procurement.
What You’ll Bring
- 5-8+ years in Technical Program Management, Product Management, or similar technical leadership roles in marketing, technology, or data‑oriented organizations.
- Demonstrated success leading complex, cross‑functional programs that deliver scalable martech, data, or AI solutions from concept through adoption.
- Deep understanding of marketing technology ecosystems (CRM, CDP, MA, personalization, analytics, AI/ML) and ability to translate business strategy into technical requirements.
- Hands‑on experience managing workflows, automations, dashboards, and portfolio structures in Asana (strongly preferred).
- Strong communication, stakeholder management, and executive influencing skills across technical and non‑technical audiences.
- Excellent analytical and problem‑solving capabilities; comfortable interpreting data to inform decisions and evaluate pilots.
- Proven ability to drive change management, adoption, and behavior change across large, distributed teams.
- Highly organized, detail‑oriented, and comfortable managing multiple programs in fast‑paced environments.
Why This Role Matters
This role is at the center of how Morningstar marketing evolves, connecting strategy, systems, data, and people to accelerate growth, improve alignment with sales, scale execution, and build a smarter, AI‑enabled marketing operating system.
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
- 100% 401k match up to 6% of salary
- 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 Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
-
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
$121,400.00 - 218,525.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

About the Role
Morningstar’s Global Marketing Operations team is hiring a Technical Program Manager to lead large, complex, cross‑functional programs across marketing technology, data, AI, workflow automation, and go‑to‑market operations. This is a highly visible role that connects strategy, systems, and execution, ensuring teams move faster, collaborate smarter, and deliver measurable business impact across the full buyer journey.
You will run our marketing operations program portfolio, mature our operating model, accelerate AI adoption, and align marketing and sales workflows to support a unified, insight‑driven funnel.
What You’ll Do
Program & Portfolio Leadership
- Lead end‑to‑end planning, execution, and delivery of complex technology, data, and AI programs that support growth marketing and global operations.
- Own the MKOPs portfolio projects in Asana: streamline intake, automate workflows, optimize templates, and maintain dashboards that keep priorities and risks visible.
- Establish program structure, scope, milestones, KPIs, and stakeholder forums that drive clarity and accountability.
- Facilitate ongoing portfolio, roadmap, and executive status reviews to maintain alignment and unblock teams.
Marketing + Sales Alignment (Funnel, Workflow, Data)
- Drive cross‑functional programs that strengthen alignment between marketing and sales, including lifecycle definitions, routing logic, qualification criteria, lead scoring, and opportunity metadata.
- Ensure system, workflow, and AI enhancements support shared funnel KPIs, improved handoffs, and consistent reporting across teams.
- Translate joint marketing–sales requirements into CRM, automation, data model, and workflow changes that support faster follow‑up and more reliable performance insights.
Operating Model, Governance & Change Management
- Establish light, scalable governance for AI, data, and martech initiatives, including decision frameworks, RACI, standards, and human‑in‑the‑loop checkpoints.
- Mature MKOPs portfolio project intake, prioritization, and allocation processes to ensure predictable planning across BU work and platform work.
- Lead cross‑team decision‑making to resolve upstream and downstream blockers related to data, workflow, and system ownership.
- Develop documentation, training, and adoption plans that ensure new capabilities land successfully and consistently across global teams.
Measurement & Performance Tracking
- Define program KPIs and build scorecards that connect technology and AI investments to funnel outcomes, efficiency improvements, and execution quality.
- Publish executive‑ready updates that provide transparent visibility into progress, risks, decisions, and business impact.
Vendor & Budget Stewardship
- Support build‑vs‑buy decisions for martech and AI capabilities.
- Manage vendor evaluations, renewals, QBRs, license optimization, and value realization.
- Track program budgets, forecasts, and utilization in partnership with Finance and Procurement.
What You’ll Bring
- 5-8+ years in Technical Program Management, Product Management, or similar technical leadership roles in marketing, technology, or data‑oriented organizations.
- Demonstrated success leading complex, cross‑functional programs that deliver scalable martech, data, or AI solutions from concept through adoption.
- Deep understanding of marketing technology ecosystems (CRM, CDP, MA, personalization, analytics, AI/ML) and ability to translate business strategy into technical requirements.
- Hands‑on experience managing workflows, automations, dashboards, and portfolio structures in Asana (strongly preferred).
- Strong communication, stakeholder management, and executive influencing skills across technical and non‑technical audiences.
- Excellent analytical and problem‑solving capabilities; comfortable interpreting data to inform decisions and evaluate pilots.
- Proven ability to drive change management, adoption, and behavior change across large, distributed teams.
- Highly organized, detail‑oriented, and comfortable managing multiple programs in fast‑paced environments.
Why This Role Matters
This role is at the center of how Morningstar marketing evolves, connecting strategy, systems, data, and people to accelerate growth, improve alignment with sales, scale execution, and build a smarter, AI‑enabled marketing operating system.
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
- 100% 401k match up to 6% of salary
- 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 Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
-
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
$121,400.00 - 218,525.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
Job Roles at Morningstar Companies
How to Get Visa Sponsorship in Morningstar Visa Sponsorship USA
Target roles that align with Morningstar's core business
Morningstar's sponsorship activity centers on roles in investment research, financial data, software engineering, and quantitative analysis. Focusing your application on these areas significantly improves your chances of landing a position that comes with visa support.
Understand that Morningstar sponsors both work visas and Green Cards
Morningstar has a strong track record of supporting employees through both H-1B sponsorship and permanent residency pathways. If long-term U.S. settlement is your goal, this is a meaningful advantage worth factoring into your job search strategy.
Emphasize domain expertise in finance or data
Morningstar competes for highly specialized talent in investment research and financial technology. Candidates who demonstrate deep knowledge of asset management, data analysis, or financial modeling are more likely to receive sponsorship offers than generalist applicants.
Research which teams are actively hiring sponsored roles
Not every team at Morningstar sponsors equally. Technology, research, and data product divisions tend to drive the most sponsorship activity. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and identify which roles are realistic targets.
Prepare for a structured, multi-stage interview process
Morningstar typically runs a thorough hiring process involving technical assessments and multiple interview rounds. Starting your preparation early and understanding the firm's research-driven culture will strengthen your performance and accelerate the timeline to a sponsorship offer.
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Get Access To All JobsFrequently Asked Questions
Does Morningstar sponsor H-1B visas?
Yes, Morningstar sponsors H-1B visas for qualified candidates in roles that require specialized knowledge, particularly in investment research, financial data, and software engineering. Morningstar has established itself as an active H-1B sponsor, and the company also supports employees through the H-1B renewal and extension process as long as employment continues.
What visa types does Morningstar sponsor?
Morningstar sponsors H-1B visas for specialty occupation workers, Green Cards through EB-2 and EB-3 employment-based categories, F-1 OPT for recent graduates, and TN visas for Canadian and Mexican nationals in qualifying professional roles. The breadth of visa types reflects a hiring culture that is genuinely open to international talent across multiple immigration pathways.
Which departments or roles at Morningstar are most likely to receive visa sponsorship?
Sponsorship at Morningstar is most concentrated in technology, investment research, quantitative analysis, and financial data product roles. Software engineers, data scientists, research analysts, and financial modeling specialists are among the positions where the company has historically demonstrated consistent willingness to support work visa and Green Card applications.
How do I find open roles at Morningstar that offer visa sponsorship?
Migrate Mate is the most efficient way to find Morningstar roles with confirmed sponsorship history. Rather than applying to postings with no visibility into a company's actual immigration track record, Migrate Mate lets you filter by verified sponsors and surface positions at companies like Morningstar where sponsorship is a realistic outcome, not just a possibility.
How do I improve my chances of getting sponsored by Morningstar?
The strongest applicants combine domain expertise in finance, data, or technology with a clear understanding of Morningstar's research-driven business model. Applying to roles that directly map to your educational background, demonstrating proficiency in financial analysis or software development, and engaging early in the process all improve the likelihood that Morningstar will move forward with sponsorship.
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