Customer Engagement Manager

1 week ago

Sydney, New South Wales, Australia Morningstar, Inc. Full time
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 hiresand 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.

Welcome to Morningstar. We're a people-centric company led by a mission to empower investor success.
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.


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 eLearning content, that underpins digital learning in the products.

Partner with Product and other frontline teams to formulate and manage prioritised areas or modules of focus in terms of digital engagement and learning.


  • Ensure a process for measuring the effectiveness of the training content delivered is inplace and we are using this data to drive continuous improvements.
  • Work closely with key stakeholders to ensure excellent onboarding material exists.
Assist in the development of go to market release notes, webinars, and videos that drive user adoption.

  • Deliver training for both internal and external audiences in both virtual and live environments.
  • Develop exercise guides, user guides and a library of other training material that can be leveraged by our success and onboarding teams.

We're interested in hearing from people who have:

  • Bachelor's degree
  • 35 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 deadlineoriented 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.

Not essential but we would love it is you have

  • Professional certification in Instructional Design, or similar

Build a career that matters at Morningstar
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.

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.

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