Design Manager

| Chicago

Morningstar brings inspired problem solvers together with one goal in mind—to empower investor success. At our core, we’re one of the world’s top investment research and data companies. But what sets us apart is how we take that data and research, and pair it with the latest technology and thoughtful design, to deliver insights with a purely independent view that address a wide range of needs for our customers. This foundation of research, data, technology and design uniquely positions us to provide a more complete set of services to investors all around the world—ultimately helping people make better decisions about their money, or the money they manage for their clients. 

 

The Morningstar design team is dedicated to creating thoughtfully-designed financial products and services so that people across the world can make the best investing decisions for themselves and their clients. We synthesize complex financial information into experiences that empower our users to deliver better outcomes. We do this by not only creating the look and feel of a product, but also driving product direction: prioritizing the biggest opportunities to support our users and the business, while maintaining a strong sense of product ownership and its resulting success.  

 

We’re looking for a Design Manager to join Morningstar’s Independent Advisor Software team. This team intersects and transforms investor data with Morningstar’s independent research, data, and technological expertise into well-designed products that delight our clients.  

 

In this role, you’ll collaborate closely with product managers and senior team to create new capabilities and experiences in the ecosystem of advisor technologies for the Independent Advisor Software team. We seek a leader who can bring clarity and structure to product development by constantly advocating for proven user-centered design and development processes. The Design Manager will play a critical role in driving the business forward and growing the design team as needed. 

 

This position is based in our Chicago office. 

 

You’ll be great at: 

  • Seeing the big picture and bringing people together to co-create a memorable and impactful experience for our users, focusing on user outcomes and business impact.
  • Being able to build meaningful relationships across multidisciplinary teams to cultivate empathy for design initiatives, while also moving teams quickly toward releasable experiences through crafting minimum viable products. 
  • Understanding at an expert-level how to provide solutions for complex navigation and information hierarchy challenges at a system level while also supporting a strong user-facing experience. 
  • Coaching your teammates on how to make decisions around information structure, relationships, and strategy. You know what questions need to be answered during product creation, and you can help others learn to ask and answer those questions without your help. 
  • Expertly utilizing design thinking methods in day-to-day work, including collaborating with the team to successfully incorporate these methods into an Agile process. 
  • Coaching other designers, business leads, and stakeholders in the values and methods of design thinking to solve user needs and realize business goals while also supporting our design culture. 
  • Identifying connections between products and communication channels and guiding teams to build and plan for coordinated solutions. 
  • Partnering with the product owners, marketing and engineering leads to support the end-to-end vision of the product. 
  • Being able to offer at least two solutions to every problem. You don’t need hand-holding, and you’re a curious self-starter. 
  • Thriving in an agile work environment, including the ability to embrace iterative product development while maintaining a cohesive and holistic view of the overall design experience. 
  • Being able to adapt your leadership style based on what each contributor needs to thrive. This includes providing art direction and constructive critique from every angle of the experience. 
  • Being able to have hard conversations when necessary around performance and product scope. 
  • Regularly reflecting on your work and interested in constructive critique of your own communication and coaching. 
  • Being able to keep things positive and clear when communicating. 

 

You’ll also do things like:  

  • Lead and mentor designers to deliver Morningstar data, services, methodologies, and other content to clients and end users. 
  • Design and oversee existing and future user experiences for Independent Advisor Software products. This includes helping junior talent understand product requirements to develop wireframes, sketches, diagrams, designs, prototypes with and without clear direction. People will look to you to swiftly synthesize and articulate complex problems, and to generate more than one potential solution. 
  • Advocate for the internal and external users of our products, tying their goals to business goals through data and user research. 
  • Effectively manage multiple products, projects, people and deadlines. This includes oversight of remote contractors that we may engage from time to time. 
  • Maintain rich contacts within a wide swath of products across the company, not just inside your business area. 
  • Communicate frequently with stakeholders, including your boss, the Director of Design for Professional Software. 
  • Participate in the larger internal and external Design community by contributing to special interest groups and helping facilitate events/trainings. 
  • Be an obsessive advocate for user-centered research and for a “design thinking” approach to creative problem solving during the entire development process, including product marketing. 
  • Participate in user-centered research with customers through interviews, usability testing, usage analysis, and participatory design. 
  • Use creative facilitation techniques and taking the lead at internal meetings and client meetings/calls to understand the problem space and foster a shared vision of the future. 
  • Recruit and help retain design talent. 
  • Lead the design team through definition, estimation, and scoping for all design tasks; pushing for accountability at every stage. 
  • Guide the team in communicating design solutions to development teams through prototypes, detailed specifications, and similar types of communication documents. 
  • Be curious about new technology and pushing experiences to be current and modern. 
  • Be able to write and present effectively; you’ll need to guide and persuade many opinions. 

 

Basic Qualifications: 

  • Bachelor’s degree 
  • 7 years of relevant professional experience is required, including leading and managing a design team 

 

Preferred Qualifications: 

  • Experience in financial services and technology. Understanding of basic investment concepts and familiarity with wealth management domains related to financial advisor practices, portfolio management, portfolio accounting, performance reporting, financial planning, or investment products and analytics. 

 

 

002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • MariaDBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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