Learning & Development Partner
About the role
We are looking for an experienced and versatile Learning & Development Partner to join our L&D team. This broad role is 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. You will act as both a practitioner and a trusted partner, bringing a consultative mindset to every engagement.
Responsibilities
- 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
Requirements
- 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 Qualifications
- 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
Benefits
At Morningstar, we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
- 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
Schedule
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week. In most 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.