Solid career starting point, but company's direction is troubled - Customer Success Manager Morningstar Employee Review

4.0
Nov 20, 2025
Recommend
CEO approval
Business Outlook

Pros

-Solid company to start a career or make a career change; very willing to bring on people with soft skills and teach them about the financial data world through a very comprehensive onboarding process -Relatively relaxed culture compared to many corporate settings, nearly everyone is friendly and many teams are highly social -Terrific work/life balance, work stays at work -Unlimited PTO, and they actually mean it, provided someone is willing to cover you (and usually, someone is) -Company has proven it can be responsive to employee outcry and reverse unpopular policy decisions (insurance carrier) -Donuts or bagels once a week, free coffee/tea/soda -Central office location with L station directly below building, bus stops outside, and Metra short walk away

Cons

-CEO believes RTO is key to success, moving to four days in-office in 2026 -HR seems to have increasingly limited flexibility on policies -Offloading several products during strategic realignment, company had provided extremely opaque product roadmaps until that was announced -Benefits used to be the strongest selling point for compensation vs lower-than-industry-comp salary, but now benefits continue to weaken -Current strategic direction seems uncertain, and seems to be a good deal of upper management turnover happening

Explore other reviews about Morningstar

5.0
Jul 13, 2026
Recommend
CEO approval
Business Outlook

Pros

good company work life balance

Cons

really no cons for the firm

4.0
Apr 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Really kind people work here, for the most part everyone I have worked with is smart and I have learned so much from them. There are great benefits: unlimited PTO, 6 week paid sabbatical is earned after 4 years of employment, 6 month maternity leave. Great location of an office. Great work life balance.

Cons

Not very competitive pay and it is easy to hit a ceiling in your career development. New HR policies are kind of strange, will not promote you unless you make enough money to be promoted which they designed the system to make it so you cannot go up. HR has also laid people off because they make too much money without considering the consequences of removing senior employees with unique/not stored intelligence vital to the company. They also hired a bunch of remote employees, then implemented a 4 day required in office rule no matter if you live states away from an office, which pushed hundreds of people to quit, not receive their bonus, and not require M* to pay them severance. It didn't use to be this way but the last year or so has been strange.

1
See reviews by: Helpful|Rating|Date|All