Position Overview:
Morningstar DBRS is seeking a Senior Vice President to join its Strategic Accounts team within Global Business Development. The individual will be responsible for managing and expanding relationships across a portfolio of key institutional clients, including private equity firms, asset managers, insurers, and investment funds.
Reporting to the Managing Director, Strategic Accounts, the Senior Vice President will support the development and execution of account strategies designed to deepen client engagement, identify new business opportunities, and increase awareness and adoption of Morningstar DBRS ratings. The role will work closely with colleagues across Business Development, Analytical, Product, Strategy, Marketing, and other commercial teams to coordinate client activity and deliver a consistent, enterprise-wide approach to strategic accounts.
The ideal candidate will have strong knowledge of debt capital markets, experience managing complex institutional relationships, and an understanding of the role credit ratings play in financing and investment decisions across public and private markets. This role is based in our New York office.
Responsibilities:
Manage and grow relationships across an assigned portfolio of strategic institutional accounts.
Develop strong relationships with senior stakeholders and decision-makers, including C-suite executives where appropriate.
Partner with the Managing Director to develop and execute account plans aligned with broader strategic account priorities.
Build a comprehensive understanding of each client’s business model, investment strategy, financing activity, organizational structure, and market positioning.
Identify client needs, upcoming transactions, and potential business development opportunities across Morningstar DBRS product sectors and geographies.
Coordinate client engagement across Business Development, Analytical, Product, Strategy, and commercial teams to ensure a consistent and informed approach.
Lead the preparation and coordination of client meetings, including establishing objectives, developing briefing materials, identifying internal participants, and managing follow-up actions.
Participate in senior client meetings and support the Managing Director in engagement with the most significant strategic relationships.
Translate client needs and market developments into actionable opportunities for Morningstar DBRS.
Share client feedback and market intelligence with internal stakeholders to help inform product development, commercial priorities, and business development strategy.
Collaborate with Marketing and Events teams on targeted client communications, roundtables, conferences, and other engagement initiatives.
Maintain accurate account plans, relationship information, meeting activity, and business development opportunities within Salesforce.
Monitor account activity and provide regular updates on engagement, pipeline development, opportunities, and potential risks.
Represent Morningstar DBRS at client meetings, conferences, and relevant industry events.
Requirements:
10+ years of experience in strategic account management, business development, relationship management, ratings advisory, debt capital markets, or a related area within financial services.
Strong understanding of debt capital markets and the role of credit ratings across public and private credit, structured finance, project finance, and corporate finance.
Demonstrated experience managing large, complex institutional clients and developing relationships with senior stakeholders.
Proven ability to identify business opportunities, develop account strategies, and coordinate activity across multiple internal teams.
Excellent communication and presentation skills, with the ability to engage effectively with senior internal and external stakeholders.
Strong commercial judgment and the ability to understand and respond to complex client needs.
Demonstrated ability to collaborate, influence, and build consensus across analytical, product, strategy, and commercial teams.
Strong organizational, account-planning, prioritization, and time-management skills.
Ability and willingness to travel as required.
Experience using Salesforce or a comparable customer relationship management platform.
Bachelor’s degree in Finance, Economics, Business, or a related field; MBA, CFA, or another relevant advanced qualification is a plus.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team. These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Base Salary Compensation Range
$168,421.05-$263,859.64Incentive Target Percentage
45% AnnualMorningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
R06_DBRSInc DBRS, Inc. - US Legal EntitySkills Required
- 10+ years of experience in strategic account management, business development, relationship management, ratings advisory, debt capital markets, or related financial services
- Strong understanding of debt capital markets and the role of credit ratings across public and private credit, structured finance, project finance, and corporate finance
- Demonstrated experience managing large, complex institutional clients and developing relationships with senior stakeholders (including C-suite)
- Proven ability to identify business opportunities, develop account strategies, and coordinate activity across multiple internal teams
- Excellent communication and presentation skills for senior internal and external stakeholder engagement
- Strong commercial judgment and ability to understand and respond to complex client needs
- Demonstrated ability to collaborate, influence, and build consensus across analytical, product, strategy, and commercial teams
- Strong organizational, account-planning, prioritization, and time-management skills
- Ability and willingness to travel as required
- Experience using Salesforce or a comparable customer relationship management platform
- Bachelor's degree in Finance, Economics, Business, or a related field
- MBA, CFA, or another relevant advanced qualification
- Based in New York office; able to work hybrid in-office schedule
What the Team is Saying
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
