Senior Project Manager, Retirement Manager at Morningstar (Chicago, IL)

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The Role

Morningstar brings people together with a singular goal in mind—to build software that users love. From individual investors to portfolio managers—we live to create transparency, always focused on bringing clarity to complexity and creating tools that support millions of investors in ways that excite, inform and create long-term success. Our employees have helped millions of investors around the world by thinking independently, by being passionate entrepreneurs applying research insights to data and building software that helps investors succeed. Our team is built around technology, research, and design. We want great people who are curious, who love to share new ideas and perspectives and who are exceptional at every turn. It’s that simple.


The Workplace group’s mission is to put employees on the path to financial freedom and security, driving better financial and retirement outcomes for employees and designing unique solutions that help solve our clients’ current and future problems. We are looking for a talented Senior Project Manager with deep Agile experience to join us in building software that users love. You will support the growth of Morningstar’s flagship managed account platform as ScrumMaster for at least two squads, leading successful delivery of working software.


Project Managers are responsible for facilitating the planning and execution of product development projects/programs through coordination of multiple disciplines and external clients where necessary. They are stewards of Morningstar’s development framework and operational best practices. Most importantly, they are responsible for guiding delivery of business value in the form of working software, at regular, frequent intervals. This position is based in our Chicago office and reports to the VP, Product in our Workplace group.



  • Conceptualize, define, and manage technology projects from discovery through deployment, working closely with the development and business teams.
  • Facilitate high-engagement Scrum ceremonies and team meetings, managing follow up and communications with the necessary stakeholders.
  • Establish, track, and guide improvement of Agile metrics to drive continuous improvement in reducing cycle time, reducing quality defects, and increasing team engagement.
  • identify issues during the sprint and help team in resolution of issues which impede progress.
  • Conduct business analysis and product research as needed to facilitate team decision making and support product owner in gathering business requirements.
  • Foster an environment of healthy team debate and collaboration.
  • Mentor and educate team members in Agile principles, Scrum methods, and best practices, and share lessons learned with peer project managers.
  • Drive definition and continuous improvement of team workflow, cadence, and core operational processes, dynamically reacting to evolving client needs and competing priorities.
  • Manage each major and minor release, then collect and share valuable lessons learned.
  • Help teams to juggle schedules and team members, shielding the team from interruption by anticipating, negotiating, or escalating conflicts as needed.
  • Support management by assisting with team member interviewing, onboarding, knowledge transfer, and contributing to performance management as requested.
  • Effectively communicate objectives and updates to all key stakeholders.


Required Qualifications

  • 5+ years applied experience in project management in a custom software development environment using Agile principles and Scrum practices.
  • 3+ years experience gathering and interpreting Scrum metrics to draw accurate conclusions to help the team surface and implement corrective actions.
  • 3+ years applied experience working directly with external or client teams, communicating at all levels up to senior management.

  • Current certification as ScrumMaster (CSM), Scrum Trainer (CST), and/or any of the Scaled Agile equivalents (RTE, SA, SPC).
  • Demonstrated effectiveness at coaching teams to higher performance and providing constructive feedback to both the team and stakeholders.
  • A proven track record of being a Scrum Master for multiple teams.
  • A proven track record of multiple successful software releases and/or deliveries.
  • Proven success facilitating collaboration across multiple disciplines (engineering, design, product, business, etc.) and teams (internal, client, etc.).
  • Excellent communication, time management/organization, troubleshooting, and analytical skills.
  • Possess strong active listening skills.
  • Comfort in dealing with ambiguity, ability to create focus and keep the team focused on business objectives.
  • Prior experience using Atlassian tools including Jira and Confluence.
  • Bachelor's degree.


Morningstar is an equal opportunity employer.

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Technology we use

  • Engineering
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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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