Senior VP, Global Strategic Accounts & Growth

Morningstar; New York (NY); On-site; USD 168,421 - 263,859; Full time

Benefits offered by this job

401k match

Stock ownership

Life insurance

Disability insurance

Sabbatical

Parental leave

Tuition assistance

Job summary

Morningstar DBRS is seeking a Senior Vice President to lead its Strategic Accounts team in New York. The role focuses on managing and expanding relationships with a portfolio of institutional clients, including private equity firms and asset managers, and driving opportunities across product lines.

The successful candidate will coordinate with internal teams to execute account plans, deepen client engagement, and translate market insights into actionable business opportunities.

Qualifications

• 10+ years in strategic account management or related areas.
• Strong understanding of debt capital markets and credit ratings across public and private credit.
• Experience managing large institutional clients and senior stakeholders.
• Ability to identify opportunities and coordinate activity across multiple internal teams.
• Excellent communication and presentation skills with senior stakeholders.
• Ability to travel as required.
• Experience using Salesforce or a comparable CRM platform.

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.

Skills

Strategic account management

Relationship management

Debt capital markets

C-suite engagement

Salesforce

Communication

Presentation skills

Education

Bachelor’s degree in Finance, Economics, or Business

MBA, CFA or similar advanced qualification

Tools

Salesforce

Job description

Morningstar DBRS is seeking a Senior Vice President to lead its Strategic Accounts team in New York. The role focuses on managing and expanding relationships with a portfolio of institutional clients, including private equity firms and asset managers, and driving opportunities across product lines.

The successful candidate will coordinate with internal teams to execute account plans, deepen client engagement, and translate market insights into actionable business opportunities.