ESG Sales Enablement Program Manager

| Chicago

The Group: Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

 

The Role: We are looking for a talented ESG Sales Enablement Program Manager who will focus on developing and delivering our ESG enablement program. Sustainable investing is a key Morningstar strategic initiative and this role is critical to ensure we maintain a competitive advantage by building a program that enables and elevates the ESG skill set of our global sales, client advisory and customer success teams. 

 

In 2020, Morningstar and Sustainalytics came together as one firm. We now have an extensive sustainable investing roadmap that includes integrating our data, software and research solutions. We need an experienced and passionate ESG focused Sales Enablement owner who will help our sales, client advisory and customer success teams prepare for this expanded ESG product suite. Increasing our ESG solution pipeline and expanding client relationships are among the areas where this role will have direct impact. To achieve our goals client facing associates need training on our products; this includes educating on our value proposition, the target client personas, the use cases and client discovery that will uncover opportunities to position our ESG solutions.

 

Reporting to the Head of Sales Enablement & Talent Development, the ESG Sales Enablement Program Manager will partner with stakeholders across the organization to design, develop and execute impactful ESG focused programs. This role will grow individual capabilities and build organizational knowledge specifically around our ESG capabilities that are delivered and supported through our global sales, customer success and client advisory teams.  This role will elevate our client facing team’s ability to expand and enhance the way they engage with clients. 

 

Our ideal candidate is passionate about and well informed on sustainable investing and understands Morningstar’s company objectives to suggest and implement an industry leading ESG enablement program. Candidates who will excel in this role hold excellent organizational skills and an ability to interact with and motivate team members across a diverse and complex organization. This position is based in Chicago or New York City.

 

Key Responsibilities:

  • Develop a full spectrum of training curriculum appropriate for each audience: Generalists (GBDs), Mid-Market Accounts (MMA), Specialists, Client Advisors, Customer Success Managers (CSMs); this includes taking inventory of existing curriculum, identifying gaps and developing missing content.
  • Be a key stakeholder in the delivery of training programs including onboarding, new go-to-market solutions, significant methodology changes and enhancements to existing solutions.
  • Partner with senior leaders to identify overall ESG training needs, specifically related to client relationships and sales goals. Establish evaluation metrics.
  • Collaborate with Sellers, Client Advisors and Customer Success Managers on account plans, providing expertise where ESG solutions may match client needs. Offer coaching where appropriate. 
  • Report on training program effectiveness and adjust programs as needed.
  • Be resourceful to learn and master the complexities of the industry that Morningstar serves.

 

Experience, Skills & Qualifications:

  • Bachelor’s degree required.
  • 7+ years in financial services. Experience in the following would be supportive of this role: sustainable investing, sales, sales enablement, training, development and coaching.
  • Proven experience in a training role with the ability to manage the full training cycle.
  • A desire to work directly with individuals and in team environments.
  • Strong client focus and ability to quickly and effectively build and sustain relationships to establish trust.
  • Experience using a Learning Management System (LMS) preferred.
  • Experience using Salesforce or other sales enablement tools preferred.
  • Effective presentation skills to groups of all levels via virtual classroom and in person.
  • Excellent interpersonal and communication skills across all levels in the organization.
  • Strong project management skills with demonstrated ability to manage multiple projects/priorities.
  • Strong skills in MS Office and the ability to learn additional programs as needed.

 

 

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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 stand up
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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