Morningstar Logo

Morningstar

Learning & Development Partner

Reposted 8 Hours Ago
Hybrid
Chicago, IL
100K-500K Annually
Mid level
Hybrid
Chicago, IL
100K-500K Annually
Mid level
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.
The summary above was generated by AI

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 need 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

$95,275.00-139,741.66

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

Morningstar San Francisco, California, USA Office

1 Embarcadero Ctr, San Francisco, California, United States, 94111 3698

Similar Jobs at Morningstar

An Hour Ago
Hybrid
148K-226K Annually
Mid level
148K-226K Annually
Mid level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Own the Finance Technology roadmap across Oracle EBS, Coupa, and Concur. Define requirements, user stories, product priorities, and acceptance criteria; manage Agile backlogs and Scrum ceremonies; coordinate upgrades, integrations, data flows, vendors, and stakeholders; and support finance processes, compliance, SOX controls, documentation, reporting, and automation. The role partners across Finance, Procurement, Accounts Payable, Travel and Expense, engineering, QA, and business teams to deliver scalable enterprise solutions.
Top Skills: AgileAIArcsConcurCoupaFccsJIRANarrative ReportingOracle E-Business SuiteOracle EpmPbcsScrum
8 Hours Ago
Hybrid
116K-178K Annually
Mid level
116K-178K Annually
Mid level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Manage and grow a portfolio of Mid-Market advisor, asset management, and institutional clients. Serve as primary contact, drive retention and expansion, own full sales cycle, deliver revenue and retention targets, conduct client meetings and demos, partner with cross-functional teams to drive adoption and forecasting.
Top Skills: Morningstar Direct
8 Hours Ago
Hybrid
100K-500K Annually
Senior level
100K-500K Annually
Senior level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Senior individual-contributor technical recruiter owning hiring outcomes for engineering, AI/ML, data science, and product across North America. Run complex searches, mentor recruiters, design evidence-based selection and AI-assisted recruiting workflows, provide market intelligence to stakeholders, manage pipeline health, and contribute to playbooks and process improvements.
Top Skills: HiredscoreParadoxWorkday

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account