Senior Data Relationship Consultant

Toronto, ON, Canada

$77,867.00-$114,193.00 · Full-time

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Job details

Pay: $77,867.00-$114,193.00
Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

The Senior Data Consultant – Canada, plays a critical role in championing Morningstar managed investment data capabilities in the local market. You will collaborate internally with global data and Canada business teams, and externally with managed investment data providers and Morningstar customers, to support Morningstar data and business growth strategies. More specifically, the Senior Data Consultant will build relationship with providers to acquire data, partner with client-facing internal stakeholders to demonstrate our data capability and quality in business-conducting activities, and return the voice of local market to the global data teams, in order for us to continuously raise our data capability and improve client experience. The position will be based in Morningstar Toronto office, and report to Head of Managed Investment Data, Americas.

Responsibilities

Manage data relationships with Canadian asset managers, industry associations and third-party administrators. Visit fund companies for service reviews and providers to set up data acquisition channels, partner with process experts to collect and onboard complex datasets into Morningstar global databases, as well as act as a point of escalation when such data acquisition channels fail.
Promote Morningstar managed investment data capability and quality at a local market level to internal client-facing teams and external existing & prospective customers.
Champion projects focused on enhancing Morningstar managed investment databases in order to meet changes in our industry, evolving product roadmaps and client’s needs. This includes providing business analysis on market trends and regulatory changes, suggesting new data & content strategies based on local business requirements, as well as liaising with associations or working groups in order to design data collection plans, and ultimately bring back the voice of the client and local market to widen the moat of Morningstar Data.
Monitor local market trends, competitor movements, and Morningstar data services, and thereafter make recommendations to relevant teams in order to ensure Morningstar is well placed to act on any opportunities that may arise.
Serve as point of escalation and the subject matter expert of local market to help resolve client data questions as part of data level-3 support where needed.

Qualifications

Solid understanding of the Canadian investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data.
Minimum 6-year relevant experience working with financial data, and deep subject matter expertise on managed investment datasets, processes, methodologies and/or analytics.
Rich experience working to support business growth and client engagement activities.
Excellent communication (both written and verbal) and negotiation skills, and strong problem solving and analytical skills.
Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment.
A bachelor’s degree or equivalent is required.
Previous experience in data management and relationship management role is highly preferred.
Fluent English, French is a plus.

Base Salary Compensation Range

$77,867.00-$114,193.00

Incentive Target Percentage

12.5% Annual

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.

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity

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More about this job

Responsibilities

Manage relationships with Canadian asset managers, industry associations, and third-party administrators to acquire and onboard investment data, resolve escalations, and support client-facing teams. Monitor local market, competitor, and regulatory developments; recommend data improvements and strategies; and communicate client and market needs to global teams.

Requirements

Requires a bachelor’s degree or equivalent, at least six years of relevant financial data experience, and deep expertise in managed investment datasets, processes, methodologies, or analytics. Candidates should understand Canada’s investment management industry and bring strong communication, negotiation, analytical, problem-solving, multitasking, and relationship-management abilities; French is a plus.

Skills

Investment Data Expertise
Data Relationship Management
Data Management
Client Engagement
Business Growth Support
Data Acquisition
Data Onboarding
Investment Industry Knowledge
Market Analysis
Regulatory Analysis
Business Analysis
Communication
Negotiation
Problem Solving
Analytical Skills
Relationship Management

Visa sponsorship

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Keywords

Managed Investment Data
Financial Data
Canadian Asset Management
Fund Distribution
Wealth Management
Data Acquisition
Data Onboarding
Data Management
Relationship Management
Client Engagement
Investment Data Providers
Third-Party Administrators
Data Quality
Global Databases
Business Analysis
Market Trends
Regulatory Changes
Data Strategies
Data Collection Plans
Client Data Support
Industry Associations
Competitor Analysis
Investment Management
Data Escalation

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