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About the Role

The Senior Vice President, Strategic Accounts will manage and expand relationships with key institutional clients, including private equity firms, asset managers, insurers, and investment funds. This role supports the development and execution of account strategies to deepen client engagement, identify new business opportunities, and increase adoption of Morningstar DBRS ratings. The position requires strong knowledge of debt capital markets and experience managing complex institutional relationships.

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.

Skills

Debt capital markets
Institutional client relationship management
Account strategy development
Client engagement
Salesforce
Communication
Presentation
Commercial judgment
Collaboration
Influence
Consensus building
Organization
Account planning
Prioritization
Time management

Location

New York

Work Type

Hybrid

Experience Level

Senior Vice President
10+ years

Education Level

Bachelor’s degree in Finance, Economics, Business, or a related field
MBA, CFA, or another relevant advanced qualification is a plus

Salary/Compensations

$168,421.05-$263,859.64
45% Annual Incentive Target Percentage

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision)
Potential premium discounts
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

About the Company

Morningstar DBRS is a leading provider of independent credit ratings for public and private debt issuers.
Morningstar'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.

Equal Opportunity

R06_DBRSInc DBRS, Inc. - US Legal Entity