Job Description: Implementation Consultant

Morningstar is committed to empowering investor success. One way we accomplish
this is by offering independent research and great software products to
financial advisers and individual investors. We believe that when the investor
wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a
place where talented, driven people can grow. Our differences are our strength;
the fact that we don’t all think the same way and encourage unique perspectives
helps create great products and services for our clients.

The Chance

We’re a data, research, technology and investment company seeking
an Implementation Consultant.

Your primary role will be to ensure the successful onboarding of new clients to
Morningstar technology, driving an engaging user experience and adoption in line
with business objectives. Day to day, you will develop a deep understanding of
our clients, ensuring user confidence in Morningstar solutions.

You will be a significant contributor to the success of our users’ businesses by




ensuring that they’re able to operate efficiently. Ideally, you will have
familiarity with the wealth and financial they can advice industry with an
emphasis on CRM implementation, client engagement and data dissemination.

KEY RESPONSIBILITIES:

* Manage and own the client relationship throughout the onboarding journey
ensuring all implementation requirements are clearly understood, documented,
and aligned to client business objectives.
* Build strong professional relationships with client, including key
decision-makers.
* Conduct onboarding training sessions, and implementation discussions to
support user adoption of AdviserLogic.
* Understand the business processes, operational workflows, technology
requirements, and financial planning needs to ensure the implementation is
fit for purpose.
* Act as a key conduit between clients and internal teams, including Database,
Support, Customer Succes

📌 Implementation Consultant (New Delhi)
🏢 Morningstar
📍 New Delhi