Head of Design, Investment Management at Morningstar (Chicago, IL)

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We’re looking for a Head of Design for our Investment Management team.  Guided by Morningstar’s investment principles, this global team focuses on delivering great long-term investment results to help investors reach their financial goals. Our complete wealth management platform, Morningstar Managed Portfolios, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs that advisors can use to help meet their client’s needs at each stage of their life. The platform also offers access to content, events, and thought leadership from Morningstar to help advisors best serve their clients. Everything we do is driven by our independent view, long-term investment approach and desire to always put investors first.  

Morningstar’s  culture values design and designers as part of  its  strategic foundation, alongside our technology and editorial/research peers. We expect a desire to dive deep and connect with data, technology, brand standards,  product , and your teammates.  We require a love of elegant interfaces, refined typography, and the ability to visualize complex data in ways that inspire investor trust and confidence.

In this role, you’ll inspire, direct, and teach UX and Visual Designers, Content Strategists, and User Researchers  to ask and answer key questions for customers and help grow our business. Your daily contributions will demonstrate how that’s done – working with product teams to  orchestrate  intelligent and delightful end-to-end  experiences  that are  powered by  clear  and relevant  content. Your deep knowledge of our audiences and business helps our customers feel like they have concierge service to premiere advisor content. You craft these end-to-end journeys while  agonizing over  the details, like  the word choice in a call to action. You’ll rationalize your choices with data, user  research, and your own rich experience. You will routinely check in with stakeholders across the company to keep them in the loop and elevate the contributions of  other  Morningstar designers.

This position is based in our Chicago office.  



  • As a senior member of the  Investment Management business  unit, you will need to  foster  communication  and  maintain  alignment between cross-functional  stakeholder  teams on  priorities for  resource use and methods  employed.  Stakeholders include  leaders in technology, marketing, sales, client  support,  product  management, and  compliance. 

  • For digital product and service experiences, you will  need to  partner  with product, technology  and business  leaders to  help  set product strategy, determine how we will go to  market, and  align  development roadmaps  that  consider  institutional  client needs, end-user  needs,  business goals, and  budget/resource constraints.  You will  be responsible for  aligning  design team contributions toward those priorities  and fostering awareness across the  Investment Management  business of how designers are advancing  our  objectives. 

  • As most of what Investment Management offers is a complex  B2B2C  business model, you will need to develop and maintain  deep understanding of the full  range of types of users  representing  our client base, including  user needs  of  institutional  clients  and their  business  objectives.  

  • As a member of the Senior Design Leadership Team, you will need to foster and maintain alignment with colleagues in other business units to ensure Investment Management product designs are appropriately consistent with other Morningstar products, ensure participation in continuous improvement of the Morningstar Design System, and that the Investment Management product design team is managed and developed with consistency across the design organization. 

  • Design and lead existing and future user experiences for all Investment Management business unit products. This includes helping designers 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.  

  • Effectively lead multiple products, projects, people and deadlines to align design resources to the most pressing business priorities. This includes oversight of remote contractors that we may engage from time to time.  

  • Be an obsessive advocate for user-centered research and for a “design thinking” approach to creative problem solving and serve as a resource/sounding board for user testing for marketing and product leaders When required, apply these methods to help our teams understand not only retirement plan participant needs but also the needs expressed by our institutional partners.  

  • Provide design support to marketing and business teams 

  • Ensure that we are learning and validating our product value and business strategies through appropriate user-centered research techniques and continuous measurement. 

  • 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.  

  • Be willing to learn the retirement business if not already familiar with this industry.  

  • Recruit and retain high performing talent. 


Experience Requirements 

  • Bachelor’s degree in design, HCI or other related field and 10 to 15 years’ experience in designing digital user experiences. 

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Technology we use

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


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.


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.


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.

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
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
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.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
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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