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, Sydney, and Mumbai, we serve our clients around the world with industry-defining credit products and services. Through Morningstar DBRS, we provide independent credit opinions and thought leadership on corporate and sovereign entities, financial institutions, and project and structured finance transactions globally. Rating more than 4,500 issuers and 68,000 securities, Morningstar DBRS is one of the four largest credit rating agencies in the world. Through Morningstar Credit, we deliver world-class credit analytics solutions that empower credit market decision-makers with the tools and insights they need to drive faster, more informed, and more predictable outcomes. The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing & Communications team is critical to achieving its continued growth and success. With opportunities to make an impact across the 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 professional to support the global Credit business at Morningstar. In this senior individual contributor role, you will own the platforms, data, and reporting frameworks that enable the broader marketing team and be responsible for driving marketing automation, audience segmentation, reporting, and data management initiatives to improve marketing effectiveness and efficiency.



This role is a excellent opportunity to drive operational excellence 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 hands‑on experience in marketing automation, data management, and analytics, with expertise in HubSpot, Pardot, and related martech platforms. You will also have strong project management and communication skills, exceptional attention to detail, and a proven ability to translate data into actionable insights and recommendations. The ideal candidate is a highly motivated problem solver with a passion for marketing technology and analytics. This role is based in New York and requires at least four days per week in the office. 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 marketing technology platforms, driving platform strategy, integrations, governance, and expert‑level administration and support Serve as the primary administrator for marketing automation platforms, managing system configuration, access controls, platform enhancements, and vendor relationships Design, implement, and optimize marketing automation programs, campaign templates, lead scoring models, audience journeys, and lifecycle frameworks Support the marketing team in executing efficient and effective campaigns through marketing technology platforms Stay current on marketing automation, data management, analytics, and martech best practices,



identifying opportunities to enhance capabilities, efficiency, and performance Marketing Data Management

Own the marketing data architecture across marketing platforms, including campaign tracking, source attribution, taxonomy, and marketing system integrations, ensuring data frameworks support business objectives, reporting needs, and future scalability Maintain an up-to-date marketing audience database with high levels of data quality, integrity, and standardization, including establishing governance processes and ensuring compliance with applicable privacy regulations Oversee audience segmentation strategy and governance across platforms to ensure consistency, relevance, and compliance Marketing Analytics & Reporting

Define, maintain, and evolve marketing measurement frameworks, KPIs, and attribution methodologies to assess marketing effectiveness and business impact Analyze the marketing database and generate actionable audience insights for marketing campaigns Analyze marketing funnel performance, campaign effectiveness, and audience behavior to identify optimization opportunities and provide actionable recommendations Integrate marketing performance data from multiple sources and develop centralized marketing performance and executive dashboards with clear and compelling visualizations Partner with marketing stakeholders to deliver insights that inform strategy, investment decisions, and continuous performance improvement Champion a culture of data-driven decision-making and continuous improvement by providing insights, recommendations, and thought leadership across the marketing organization What we’re looking for

A bachelor’s degree 8+ years of experience in marketing automation arc

📌 Assistant Vice President, Marketing Automation (Canada)
🏢 Morningstar
📍 Canada