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 EntitySkills 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
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
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.























