Head of Global Sales Enablement and Learning at Morningstar (Chicago, IL)

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The Group: Morningstar's Business Development and 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 and Energy.
The Role: We're seeking an enthusiastic and talented Head of Global Sales Enablement and Learning to manage and build upon a growing sales enablement team. You'll expand, modernize and elevate the current strategy to further drive impact and value for Morningstar. Reporting to the Chief Revenue Officer, you'll create a global sales enablement vision and manage the team responsible for executing that vision. This role is critical to ensure Morningstar maintains a competitive edge through training and readiness that supports our global client facing teams.
Morningstar is a global financial services firm operating in 30 countries and has a 35+ year history developing best in class solutions that help investors reach their financials goals. We define investors as individuals as well as the financial advisors and institutions that serve investors. We are committed to helping this entire investment community by providing the data, research, software and services that best meet their needs.
As a high growth financial services firm, Morningstar is known for its organic innovation as well as expansion through M&A. We have an extensive roadmap of new data, research and software solutions coming to market that requires an executive who will lead the sales enablement workstream to help our sales, success and service teams prepare for these product launches. The success of these launches will be measured through sales and our clients' successful implementation of these solutions. Sales Enablement and Learning also plays a critical role in the integration of acquisitions and we need a leader who can drive the enablement workstream to capitalize on the synergies these offer.
  • Manage the creation, development and maintenance of key training programs for Morningstar sales, success and support teams for the institutional and advisory space.
  • Consult with Chief Revenue Officer and Senior Global Sales Managers to define and prioritize the top sales enablement requirements.
  • Collaborate with Product Marketing, Product Management, Client Solutions and other key stakeholders to prioritize, develop and deliver appropriate enablement content.
  • Define learning paths and execution guidance for multiple client types and multiple buyer types within our client organizations.
  • Be a core contributor to the creation, development and delivery of the annual Sales Kickoff.
  • Modernize current enablement program through the implementation and adoption of software solutions such as an LMS and Sales Enablement Platform and 3rd party content.
  • Oversee training for multiple, global learner audiences.
  • Build a world class team of enablement professionals and inspire them to do their best work.

  • Bachelor's Degree required.
  • 15+ years of work experience, with 5+ years of experience creating, leading and improving sales enablement programs that focus on field sales, channel sales, inside sales, customer success and customer support.
  • Travel requirements (if located in Chicago) post pandemic up to 20%
  • Previous sales and/or sales management experience with proven skills building long term enterprise relationships. Preferred in the financial and/or software sectors.
  • Experience with multi-channel distribution - VAD, VAR, SI/SP in mature and emerging markets.
  • Strong passion and commitment for adult learning
  • Strong and proven sales coaching skills and abilities; professional certification a plus.
  • Demonstrated experience managing and delivering in the end-to-end instructional design, process-based methodology (analysis, design, development and delivery) to create curriculum delivered in multiple modes (WBT, ILT, Hybrid).
  • Skilled at delivering instructor-led sales training on industry domain, product, client facing skills and sales operations with an ability to apply thought leadership and 3rd party insights.
  • Personality and ability to engage and collaborate well across complex organizations including with the c-suite, sales/service managers, sellers, service reps, marketing and product management.
  • Ability to think strategically yet execute tactically. Someone who blends technical aptitude with business savvy and has demonstrated success managing complex projects from start to finish.
  • Excellent people management, project management and organizational skills.
  • Knowledgeable with sales methodologies (i.e. Challenger, Sandler, Miller Heiman)
  • Experience selecting and implementing sales enablement and learning technologies.
  • Intermediate skills with MS PowerPoint, Rapid Development Software (Captivate, Articulate Storyline etc.), LMS and CMS software and solid aptitude for learning new systems and tools.
  • Dynamic and proven presentation and written communication skills are a must.

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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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