Third-Party Events & Executive Experiences Manager

Role Description Working on the Chicago Experiential Marketing team and as part of the global Content & Platforms group, this role reports to the Senior Director of Experiential Marketing. The Manager will lead coordination, planning, and execution of third-party conferences and industry events where the brand has a presence. This includes events involving multiple business units, sponsorships, speaking engagements, and activations. The Manager serves as the central point of contact for all third-party event involvement and oversees cross-portfolio alignment. The role ensures a cohesive brand presence, strong internal collaboration, and consistent communication across partners and teams. Responsibilities include planning, logistics, vendor management, contracts, budget tracking, and ensuring that required inputs for measurement and reporting are collected. The role will also support exploration and development of executive‑level experiences. This includes evaluating existing internal programs, identifying new opportunities, and helping shape recommendations and business cases for potential executive engagement strategies. This is a hybrid role requiring four days per week onsite in our Chicago office. Key Responsibilities Third-Party Conference Strategy and Coordination Maintain and lead the cross‑portfolio third‑party events calendar. Partner with stakeholders to determine event goals, participation level, and success criteria. Evaluate opportunities and make recommendations based on strategic fit and expected outcomes. Guide participating business units through planning requirements, deadlines, messaging, and deliverables. Prepare and manage event briefs, timelines, recaps, and planning documents. Work with brand, design, and content teams to ensure a cohesive and consistent presence. Logistics, Vendor Management, and Onsite Coordination Oversee event logistics including shipping, vendor coordination, booth or space setup, and staffing. Manage contracts, scopes of work, invoices, and payments. Track event budgets and maintain organized documentation. Coordinate with social teams on pre‑event, live, and post‑event content plans. Lead planning meetings and post‑event reviews with stakeholders. Event Measurement and Reporting Define measurement inputs and performance metrics in partnership with the Senior Director. Ensure business units provide required data and supporting information. Compile, analyze, and summarize performance results. Identify strengths, gaps, and recommendations for future involvement. Maintain an archive of reports, data, and insights. Executive Experiences Development Research and evaluate opportunities for executive‑level customer and partner experiences. Review existing internal programs to identify best practices and opportunities for alignment. Recommend ways to collaborate with or adapt existing programs. Participate in building business cases for new or expanded executive experience offerings, including value, audience fit, and budget needs. Track insights, options, and opportunities to support leadership decision making. General Team and Operational Support Maintain organized documentation and shared resources. Support communication across internal partners, agencies, and vendors. Prepare presentations, meeting notes, and stakeholder updates. Identify opportunities to streamline workflows and develop repeatable planning frameworks. Qualifications Bachelor's degree in Hospitality or Marketing. Experience coordinating events and managing logistics. Ability to oversee multiple events and timelines at once with strong attention to detail. Strong communication and interpersonal skills for working with cross‑functional stakeholders. Ability to collect and interpret event data and contribute to insights. Experience working with creative, brand, or design teams. Strong project management skills and follow‑through. Comfortable in a fast‑paced environment with shifting priorities. Nice to Have Additional background in events, sponsorships, B2B conferences, or executive programs. 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 plansand coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short‑termdisabilityinsurance 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 & FormalMentorshipOpportunities 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 $74,325.00-109,008.33 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. #J-18808-Ljbffr Morningstar, Inc.