Implementation Consultant Team Lead

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Title : Implementation Consultant Team Lead

Shift : General

As   Implementation Consultant Team Lead , you will be an active member of   Morningstar's Technical Operation   team. You will work closely with our Support Team , Customer   Success   and Onboarding team   to support our clients in implementing   Morningstar 's award-winning financial advice software .

The ideal candidate must   possess   a willingness and ability to   learn   the in-house software systems and be able to create and structure on-boarding and training plans in a clear and effective way   to   clients. The key to the role is to offer   technical support to both frontline colleagues and   clients   to   achieve the best experience and usage from   Morningstar 's technology.

Working with our   wealth operation team , you will also gain invaluable global knowledge in technology and financial services. We offer a fantastic working environment and a unique opportunity for team members to broaden their knowledge, improve their   skills   and further their career .

Key Responsibilities and Accountabilities :

Technical Solution - focus on Microsoft   power platform   (Dynamics 365, Power Automate, Power BI etc.) to create solutions to achieve client's business   need . Create reports and templates to generate investor facing documents.

Transitions - support our clients and internal teams (via development and education) to transition existing   business   from other software to Morningstar.

Data migration - support our clients in migrating their data from legacy software providers to Morningstar's software.

CRM management - ensure the data on our clients is up to date allowing for easy engagement and a   centralized   overview of our clients.

Project management - track new implementations to ensure   timely   execution through to BAU, alongside working with internal project managers / development staff to test and execute new releases .

New client onboarding - work with client onboarding team to support our clients in the early adoption phase of   Morningstar 's solutions to ensure they have a positive and successful experience of   Morningstar 's technology. In doing so,   identify   challenges, problem solve and create a suitable transition roadmap for the client.

Training and education of clients - provide high-quality training & education (both initial and ongoing) to ensure client back-office teams have a superior understanding of the systems and the efficiencies that can be gained. Proactively identify and action opportunities   in order to   further enhance   use   of the system. These sessions will be delivered either   face-to-face, or   remotely using web-based tools.

Experience, qualifications and attributes :

Experience with Microsoft Dynamics 365   will be highly recommended

Experience with CRM, Data   analysis, Data   migration, Template   will be a plus

An understanding of the financial advice process   will be a plus

Proven successful   technical implementation   skills

A motivated self-starter with service experience

Project management skills and a continuous improvement mind-set

An ability to communicate effectively (verbal and written) to a range of stakeholders and build trusted relationships which   benefit   the client and the business as a whole

Ability to multitask, whilst also handling ambiguity in resilient and able to handle multiple implementations concurrently &   prioritize

Have proven record of ability to negotiate resolutions to complex issues and define project scope

Comfortable working in an agile environment, adopting a consultative and cooperative approach to your work

Morningstar is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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.

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