Associate, Institutional Sales & Client Services (M/W/D)

Associate, Institutional Sales & Client Services

Dimensional, a global asset manager with roughly $1 trillion in assets under management, is excited to offer a talented individual a new opportunity to join our rapidly expanding team in the heart of Munich.

The Associate will become part of the Global Client Group (GCG), which is Dimensional’s distribution arm comprising sales channels that target a diverse client set.

By putting the client first, we strive to transform the way the world invests.

Responsibilities

• Become an expert on Dimensional’s evidence‑based investment approach and its implementation across strategies and vehicle types (including funds, active ETFs, and separate accounts).
• Be an integral part of the Client Relationship Group and support the institutional sales team in all client‑service‑related aspects.
• Prepare and manage presentations and client materials on Dimensional’s strategies, research, asset allocation, ESG and other investment topics.
• Oversee and coordinate regular client reporting and answer related questions with support from internal subject‑matter experts.
• Maintain accurate client records using our advanced CRM system.
• Undertake a range of projects to support sales and client‑relationship efforts, such as researching market segments or prospective clients.
• Collaborate with colleagues across Investment, Marketing and Events teams, providing clients with a true Dimensional 360 experience.
• Build relationships with colleagues across the Global Client Group and other internal departments, both locally and in other global offices.
• Over the long term, develop and take over own client relationships.

Qualifications

• Native or fluent German language skills, both verbal and written, are essential.
• Fluency in English is also required.
• Bachelor’s degree or equivalent in a relevant discipline.
• Robust experience working in the investment or asset‑management industry or related experience.
• Solid understanding of public equity markets.
• Knowledge of fixed‑income markets is a plus.
• Experience with separate accounts and KVGs is a plus.
• Excellent process‑management skills, handling different tasks in parallel.
• High attention to detail and ability to work independently.
• Excellent analytical, interpersonal, verbal, and written communication skills to articulate investment concepts to a variety of audiences.
• Ability to develop and sustain relationships with internal stakeholders, clients, and senior managers.
• Solid Excel and Power Point skills.

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

Equal Opportunity Employer Statement

It is the policy of the Company to provide equal opportunity for all employees and applicants.

The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, sexual orientation, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, marital status, domestic partnership status, military or veteran status, or any other status protected by applicable law, except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

Dimensional is committed to a workplace that respects diversity and inclusivity, and we encourage reasonable accommodations for individuals with disabilities.

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