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Salary- Join a diverse community of great people who support their peers and their communities.
- We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.
- We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence.
The Opportunity: We’re seeking a Customer Engagement Manager to build training programs to serve large cohorts of Financial Planning end-users and/or programs in Australia. These programs may be delivered via exercise guides, user manuals, e-Learning, webinars, in-person instruction, onscreen product-led assistance, and release notes. Customer Engagement Managers at Morningstar are experts in the theories, concepts, and execution of instructional design using contemporary tools and techniques to deliver efficient, effective, and enjoyable education programs. Although they are expected to have basic product, investment, and technical knowledge, they also have access to subject-matter experts (SMEs) to help build out detailed education content and are masters at managing relationships with those SMEs.
Customer Engagement Managers drive Morningstar’s initiative of providing content and technology to empower clients to derive value from our products without contacting us through traditional support channels.
Day to day could see you being involved in the following:
- Design, develop and deliver training material and support content for AdviserLogic, Licensee Solutions and Adviser Research Centre subscribers.
- Design and deliver a suite of e-Learning content, that underpins digital learning in the products.
- Ensure a process for measuring the effectiveness of the training content delivered is in-place and we are using this data to drive continuous improvements.
- Work closely with key stakeholders to ensure excellent onboarding material exists.
- Develop exercise guides, user guides and a library of other training material that can be leveraged by our success and onboarding teams.
- Bachelor's degree
- 3-5 years’ experience as an Instructional Designer, Customer Success Manager or Trainer
- Strong knowledge of the financial services industry, experience within the industry is a plus
- Consistently takes a proactive and creative communication approach for new concepts and products.
- Adept at assessing training needs and implementing required material within a deadline-oriented environment.
- Experience developing training programs from "needs analysis" to "deliverable" stage.
- Ability to identify new training needs within rapidly changing environment.
- Skilled at managing multiple projects under tight deadlines.
- Performs well within a team environment.
- Ability to present and write effectively.
- Demonstrates outstanding organisational and communication skills.
- Professional certification in Instructional Design, or similar
At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients. Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.
Sound like the sort of role for you? Apply now.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
