Learning & Development Partner

Posted 4 Days Ago
Chicago, IL, USA
Hybrid
Mid level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
Partner with business leaders to diagnose capability gaps, design and deliver blended learning (eLearning, instructor-led, workshops), facilitate sessions, manage logistics, run concurrent L&D projects, and ensure content aligns to company values.
Summary Generated by Built In

We are looking for an experienced and versatile Learning & Development Partner to join our L&D team. This is a broad role designed for someone who can operate across the full spectrum of L&D work — from designing engaging learning experiences to consulting with senior stakeholders and partnering with the business to build lasting capability.

This position requires someone who is equally comfortable advising on a learning strategy, facilitating a leadership workshop, and building a self-paced digital course. You will act as both a practitioner and a trusted partner — bringing a consultative mindset to every engagement.

Our ideal candidate is passionate about learning and development and Morningstar’s company objectives.  Candidates who will excel in this role possess excellent organizational skills and an ability to interact with and motivate team members across a diverse and complex organization.

WHAT YOU'LL DO

- Consult with business units to diagnose capability gaps, run needs

  analyses, and recommend learning solutions — not just respond to

  requests

- Build working relationships with senior stakeholders, HR Business

  Partners, and Talent Management colleagues

- Design and build learning experiences across formats: self-paced

  digital, instructor-led, blended, and in-flow resources

- Translate business and learner needs into clear objectives, then

  design solutions that address them

- Produce storyboards, scripts, facilitator guides, and participant

  materials

- Facilitate workshops and training sessions for varied audiences,

  in-person and virtually

- Partner with subject matter experts and external facilitators to

  co-design and deliver programs

- Manage program logistics, communications, and participant experience

  end-to-end

- Run multiple concurrent L&D projects with clear timelines and regular

  stakeholder updates

- Ensure all learning content reflects Morningstar's values and culture

WHAT YOU BRING
 

Required

- 3+ years of experience in learning & development across design,

  delivery, and stakeholder engagement

- Experience working as an internal L&D consultant: conducting needs

  analyses, managing expectations, and recommending solutions

  independently

- Facilitation skills, in-person and virtual, across a range of

  audience levels

- Experience designing and building both eLearning and live training

  programs

- Clear communication skills — able to engage at all levels, including

  with senior leaders

- Project management skills: able to manage priorities and communicate

  progress

- Familiarity with an LMS; Cornerstone OnDemand experience preferred

- Knowledge of instructional design principles and adult learning theory

- Proficiency in MS Office and virtual delivery platforms

  (Teams/Zoom or equivalent)

- Bachelor's degree, or equivalent experience

Preferred

- Experience in a global or matrixed organization

- Familiarity with AI-powered learning tools and emerging L&D technology

- Background in financial services or a similarly data-driven

  environment

WHY MORNINGSTAR

At Morningstar, we know we can only empower investors if our people

feel empowered. We make space to keep learning, stretching, and

becoming — with support for your financial, personal, and family

well-being. Because with the right people, place, and purpose, there's

no limit to what you can do.

Morningstar is an equal opportunity employer. We welcome applicants

from all backgrounds. If you need accommodations during the application

or interview process, please let us know.

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 plans and coverages

    • Additional medical Wellness Incentives - up to $300-$600 annual

    • Company-provided long- and short-term disability insurance

  • 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 & Formal Mentorship Opportunities

    • 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

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.

001_MstarInc Morningstar Inc. Legal Entity

Skills Required

  • 3+ years of experience in learning & development across design, delivery, and stakeholder engagement
  • Experience working as an internal L&D consultant: conducting needs analyses, managing expectations, and recommending solutions independently
  • Facilitation skills, in-person and virtual, across a range of audience levels
  • Experience designing and building both eLearning and live training programs
  • Clear communication skills, able to engage at all levels including with senior leaders
  • Project management skills: able to manage priorities and communicate progress
  • Familiarity with an LMS
  • Cornerstone OnDemand experience
  • Knowledge of instructional design principles and adult learning theory
  • Proficiency in MS Office and virtual delivery platforms (Teams/Zoom or equivalent)
  • Bachelor's degree, or equivalent experience
  • Excellent organizational skills and ability to interact with and motivate team members across a diverse organization
  • Experience in a global or matrixed organization
  • Familiarity with AI-powered learning tools and emerging L&D technology
  • Background in financial services or a similarly data-driven environment

What the Team is Saying

Anna
Upasna
Saurabh
Wendell
Raaghavendar
Jeff
Brandon
Kunal Kapoor
Elizabeth Collins
Marie Trzupek Lynch
Rod Diefendorf
Christine

Morningstar Compensation & Benefits Highlights

  • Leave & Time Off Breadth A recurring paid sabbatical every four years and flexible time off in North America provide substantial time away from work. A global minimum of six weeks’ paid caregiving leave further extends coverage for personal and family needs.
  • Parental & Family Support Paid parental leave sets a stated global minimum of 16 weeks for primary caregivers and up to eight weeks for secondary caregivers, with adoption assistance reimbursing eligible expenses. These policies are positioned as global standards that complement broader leave programs.
  • Equity Value & Accessibility Employees can convert a portion of bonuses or commissions into RSUs with an additional company match on the converted amount. Impact RSU awards in some cases add further upside tied to strong performance.

Morningstar Insights

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The Company
HQ: Chicago, IL
11,500 Employees
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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Morningstar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
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