Head of Creative Services at Morningstar

| Chicago
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Morningstar is a storied global brand with a 35-year history of independence and transparency in the financial services sector. Our mission is to empower investor success. We apply our research, editorial, technology and design excellence every day to illuminate investing for investors, advisors, asset managers and other audiences. Headquartered in Chicago, we operate globally with operations in 29 countries. We are looking for an exceptional leader to join our organization and lead our global design services team supporting brand, marketing, demand generation and sales.
The Morningstar marketing team is a dynamic group of modern marketing professionals working together in brand, design, product marketing, solutions marketing, digital/web, demand generation and regional/international marketing responsible for marketing strategy and execution to support our growth ambitions. As a part of this team, you will be responsible for scaling our marketing design production and execution.
The Role
The Head of Creative Services role is responsible for the developing the systems, processes, talent and agency relationships that scale and expand our global marketing design execution capabilities. The role partners with 1) marketing leadership and product marketing teams across the business units, 2) the central demand generation team and 3) web/digital team to ensure design excellence across the organization.
This role will be responsible for the successful and efficient operations to deliver marketing design and production work across a number of mediums, platforms and channels including web/digital, video, social media, print and event experiences. The Head of Creative Services will be expected to work closely with product design leadership to drive a rich, integrated and progressive customer experience that cohesively expresses the Morningstar brand at every interaction and opportunity.
This position is based in Chicago and reports to the Global Head of Marketing and includes a focus on the following areas:
  • Morningstar Design Standards: Partner with the Brand team to ensure adherence to the Morningstar design standards, design assets and visual elements for use across all business units and centralized marketing teams. Establish appropriate governance and processes to oversee and guide adherence across a growing global firm.
  • Design Planning: Continually engage all marketing teams to determine best methods and resources for the enablement, execution and measurement of strategic marketing plans.
  • Design Production and Delivery: Develop a scalable design production function that brings together multiple delivery and execution models including central design capacity, dedicated business unit design capacity and 3rd-party agency capabilities. Build and manage a global network of 3rd-party agencies that provide a range of services from high value strategic design work to low-cost scaled production capabilities.

Technologies supporting the role include: Eloqua, Content Stack, Salesforce.com, Cvent, Big Marker, BrightTALK, Google Analytics, Google Optimize, Adobe Creative Cloud, and Tableau.
Responsibilities
  • Partner with the Head of Brand Strategy and the Brand Systems Creative Director to deploy design assets, standards and governance that can be leveraged and scaled across Morningstar's global marketing functions.
  • Provide a leading range of capabilities spanning project planning, reusable design assets and design production and delivery services to meet the needs of a dynamic, high growth global business.
  • Implement a scalable and dynamic production planning and resourcing model that leverages shared/central-, distributed- and agency- resources and capabilities to enable a '24/5' service-level capacity that will enable our 500+ client-facing professionals to be brand ambassadors. This includes work across M&A, organic expansion, new product launches and market expansion.
  • Develop and implement the appropriate management structure that empowers the team to elevate our brand and scale our design heritage to advance our position as a design leader and innovator in financial services.
  • Lead, coach and manage a dynamic, world-class team of designers and creative professionals with an emphasis on professional development and career progression.
  • Partner with key stakeholders to establish customer experience feedback loops that enrich our creative process and optimizes design resource management and allocation.
  • Implement design excellence and quality assurance processes to ensure the highest design standards and consistency across a growing global marketing footprint.
  • Develop a transparent, metric-driven approach to bring visibility to creative design measurement, experimentation, and progress. This may include metrics such as click-through rates, survey scores, engagement scores, competitive benchmarking, project completion rates, and overall budget and expense management.

Qualifications
  • 12+ years experience in design or creative agency with leadership and/or operational management responsibilities.
  • Proven success in bringing an operational discipline and execution mindset to the marketing design function to drive a highly effective center of excellence.
  • Highly effective collaborating in a matrix environment across centralized, decentralized, and outsourced marketing and design teams.
  • Ability to build strong relationships and work effectively on a highly cross-functional team.
  • Adaptable and flexible within a fast-moving, dynamic, and often-shifting business environment.
  • Obsessive advocacy for user-centered research and a 'design thinking' approach to creative problem solving along with a strong 'test-and-learn' mindset.
  • Superior leadership qualities with a proven ability to lead, coach, and develop talent with egoless collaboration and respectful influence.
  • Excellent written, presentation, and verbal communication skills, including the ability to convey complex concepts clearly and simply.
  • Bachelor's degree.

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar's vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.
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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
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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