Katie Beard Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Managed, trained, coached and led a direct report for the enterprise marketing team. Developed and managed the execution of our persona-based marketing campaigns, requiring leadership of various cross-functional teams, stakeholder alignment and relationship management with client facing and central marketing teams. Established a collaborative partnership and working process to effectively communicate the goals, strategy, and vision of our business unit with stakeholders around the world and across products in our Enterprise group. Worked closely with sales and Enterprise leadership to create Morningstar’s first asset-management advisory board. Supported the development and execution of a marketing strategy in line with our three-year product vision, including defining and validating our market sizing and defining our growth opportunities for each of the Data, Direct, Reporting, and Research products.

Chicago, Il, Us

Develop positioning, messaging, content, and sales tools to reflect the attributes and needs of key client segments, then developed ways to reach each segment with resonant value propositions to differentiate products and enhancements for Morningstar Direct, Morningstar’s flagship global investment analysis platform.Crafted and executed go-to-market strategies for key product enhancements and new features, with a focus on content development and sales/service enablement and with business growth as a key objective. Work daily with cross functional teams including product management, executive leadership, client-facing teams, and subject-matter experts to ensure all marketing campaigns, collateral, and deliverables were in line with expectations and contributed to measurable key results for the business unit.Completed a secondment in London in 2023 to partner with our global marketing team to install product level campaigns in region and launched a local go to market campaign surrounding new regulation in the UK. Led a key research initiative in which we used 50 client interviews to inform product future product strategy and develop a competitive takeout strategy. Served as a leader for the Data, Direct and Reporting Global Business Unit DEI Champions Committee.

Chicago, Il, Us

In addition to continued product marketing responsibilities in the Americas (listed above), I built bridges to ultimately connect and establish better alignment with our global marketing and demand generation partners. Implemented a collaborative partnership and working process with the EMEA Direct product marketer, further defining strategy and regionalization plans. Created and led an evergreen product-level demand generation campaign for Data, Direct, and Reporting. Partnered with internal stakeholders to successfully launch a go-to-market campaign in response to the Consumer Duty regulation in the UK.

Chicago, Il, Us

Managed Morningstar Direct book of business, worth more than $4M, consisting of approximately 300 users across strategic accounts and wealth management firms. Focused on driving engagement and effective usage of Morningstar Direct by providing consistent and high-quality support, product education, an understanding of the competitive landscape and providing insights into our investment data and industry trends.Partnered and brainstormed with internal and external stakeholders to identify revenue opportunities and increase client retention.

Danville, Kentucky, Us

Conducted administrative reviews for 160 accounts, $64MM, ensuring compliance and trust document analysis. Maintained relationships with key stakeholders including clients, attorneys, and CPAs, providing ongoing awareness of business development opportunities.

Owensboro, Kentucky, Us

Advisor for three locations, developing client relationships and analyzing investment and financial opportunities. Collaborated with key bank personnel on the development of an investment program, ensuring alignment and integration with all customer service touchpoints.

St. Louis, Missouri, Us

Practice manager overseeing assets for High Net Worth clients. Managed six corporate retirement plans, investment committee meetings, and employee education.