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

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.

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