Job Description
New York NY USA
Hybrid
100K-500K Annually
Senior level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
Lead marketing operations for the global Credit business overseeing automation data management analytics and strategy implementation to enhance marketing efficiency and effectiveness.
Summary Generated by Built In
The Group
The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto New York Chicago London Frankfurt Madrid and Mumbai we delight our clients around the world with industry-defining credit products and services.
Through Morningstar DBRS we offer independent credit opinions and thought leadership on corporate and sovereign entities financial institutions and project and structured finance transactions globally. Rating over 4000 issuers and 60000 securities Morningstar DBRS is one of the four largest credit rating agencies in the world.
Through Morningstar Credit we offer world-class credit analytics solutions that inform and empower credit market decision makers with the tools and insights they need to drive faster insightful and more predictable outcomes.
The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing team is critical to achieving its continued growth and success. With opportunities to make your mark on all aspects of the credit business the Credit group is where you can grow both personally and professionally.
The Role
We are looking for a seasoned marketing automation and analytics expert to lead all aspects of marketing operations for the global Credit business at Morningstar. As a Senior Manager you will own the technology data and processes that power the broader marketing team and be responsible for defining implementing and optimizing marketing operations strategies to improve the efficiency and effectiveness of our marketing activities. This role is a great opportunity to drive growth and make a meaningful impact on one of Morningstar's largest and fastest-growing business units.
To be successful in this role you will have extensive hands-on experience in marketing automation and data management with deep expertise in HubSpot and related martech platforms. You will also have exceptional project management and communication skills impeccable attention to detail and a track record of effective cross-functional and global collaboration. The ideal candidate will be a highly motivated problem solver with a passion for marketing operations.
This role is based in New York and reports to the Senior Director of Marketing. We follow a hybrid policy of at least 4 days onsite.
What you'll be doing
Marketing Automation
Marketing Data Management
Marketing Analytics & Reporting
Other Marketing Operations
What we're looking for
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:
Base Salary Compensation Range
$94556.00 - 160733.00 USD Annual
Incentive Target Percentage
15% Annual
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.
R06_DBRSInc DBRS Inc. - US Legal Entity
The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto New York Chicago London Frankfurt Madrid and Mumbai we delight our clients around the world with industry-defining credit products and services.
Through Morningstar DBRS we offer independent credit opinions and thought leadership on corporate and sovereign entities financial institutions and project and structured finance transactions globally. Rating over 4000 issuers and 60000 securities Morningstar DBRS is one of the four largest credit rating agencies in the world.
Through Morningstar Credit we offer world-class credit analytics solutions that inform and empower credit market decision makers with the tools and insights they need to drive faster insightful and more predictable outcomes.
The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing team is critical to achieving its continued growth and success. With opportunities to make your mark on all aspects of the credit business the Credit group is where you can grow both personally and professionally.
The Role
We are looking for a seasoned marketing automation and analytics expert to lead all aspects of marketing operations for the global Credit business at Morningstar. As a Senior Manager you will own the technology data and processes that power the broader marketing team and be responsible for defining implementing and optimizing marketing operations strategies to improve the efficiency and effectiveness of our marketing activities. This role is a great opportunity to drive growth and make a meaningful impact on one of Morningstar's largest and fastest-growing business units.
To be successful in this role you will have extensive hands-on experience in marketing automation and data management with deep expertise in HubSpot and related martech platforms. You will also have exceptional project management and communication skills impeccable attention to detail and a track record of effective cross-functional and global collaboration. The ideal candidate will be a highly motivated problem solver with a passion for marketing operations.
This role is based in New York and reports to the Senior Director of Marketing. We follow a hybrid policy of at least 4 days onsite.
What you'll be doing
Marketing Automation
- Define the martech vision strategy and roadmap for the global Credit business
- Own the end-to-end management of martech platforms - driving strategy integrations data practices and providing expert-level platform administration and support particularly for HubSpot
- Design implement and optimize automation programs and templates lead scoring models routing logic and lifecycle frameworks
- Support the marketing team in executing efficient and effective campaigns through martech platforms
Marketing Data Management
- Serve as the owner and subject matter expert of marketing source data architecture aligning current and future-state frameworks with business goals
- Maintain an up-to-date marketing database with high levels of data quality integrity and standardization including establishing and enforcing governance processes and following best practices for regional data privacy and compliance standards (e.g. GDPR CASL CAN-SPAM)
- Lead marketing data integration appending and enrichment processes (website ZoomInfo third-party sources paid media etc.)
- Oversee audience segmentation strategy and governance across platforms to ensure consistency relevance and compliance
Marketing Analytics & Reporting
- Analyze the marketing database and generate actionable audience insights for marketing campaigns
- Integrate marketing performance data from multiple sources (paid owned and earned media) and develop centralized marketing performance or other dashboards with clear and compelling data visualizations in Tableau Power BI Looker or other tools
Other Marketing Operations
- Identify design and implement scalable processes and best practices to streamline marketing operations
- Support the planning allocation tracking and reporting on the annual marketing budget
- Bring subject matter expertise into all our thinking and planning by staying current on marketing automation data management analytics and operations best practices and finding the bridges to apply them
- Foster a culture of continuous improvement and innovation within the broader marketing team
- Support other marketing operations needs as necessary
What we're looking for
- A bachelor's degree
- 7+ years of experience in marketing automation architecture
- Deep hands-on expertise in HubSpot administration configuration and integration with Salesforce and supporting technologies
- Strong understanding of lead management routing and scoring processes
- Experience with marketing intelligence and visualization tools (Tableau Power BI Looker etc.)
- Ability to successfully manage multiple projects simultaneously communicating effectively with stakeholders and prioritizing to deliver high-quality work within deadline
- Ability to collaborate effectively with other team members as well as work independently and autonomously
- High attention to detail and a deep appreciation and proven ability for process-driven and detailed execution of marketing activities
- Strong problem-solving skills with experience overcoming ambiguity
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-$2000 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
$94556.00 - 160733.00 USD Annual
Incentive Target Percentage
15% Annual
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.
R06_DBRSInc DBRS Inc. - US Legal Entity
Top Skills
Hubspot
Looker
Power BI
Salesforce
Tableau
What the Team is Saying
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
The Company
HQ: Chicago IL
11500 Employees
Year Founded: 1984
What We Do
At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
Gallery
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site: 3 days a week
HQGlobal Headquarters
Mexico City
Santiago Province
LU
NSW
Amsterdam NL
Bangkok TH
Cape Town ZA
Dubai Dubai
Frankfurt am Main DE
Frederiksberg DK
London GB
Madrid ES
Milano IT
Navi Mumbai Maharashtra
New York NY
Oakland MD
Oslo NO
Paris FR
São Paulo São Paulo
PitchBook US Headquarters
Stockholm SE
Tokyo JP
Toronto ON
Toronto Ontario
Zürich CH
Learn more
Similar Jobs
Morningstar
Senior Vice President ABS Ratings - Commercial & Esoteric Assets
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
New York NY USA
11500 Employees
145K-272K Annually
Morningstar
Vice President Project Finance
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
New York NY USA
11500 Employees
113K-212K Annually
Morningstar
Vice President Business Development - US Commercial/Esoteric ABS
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
New York NY USA
11500 Employees
Morningstar
Sales Director Advertising
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Hybrid
New York NY USA
11500 Employees
110K-122K Annually
Explore More
Apply Now
Back to Job Listings
Add To Job List
Company Profile
View Company Reviews
Date Posted
04/01/2026
Views
0
Neutral
Subjectivity Score: 0