{"id":988144,"url":"https://alion.io/job/dimensional-fund-advisors-associate-institutional-sales-client-services-mwd","title":"Associate, Institutional Sales & Client Services (M/W/D)","company":{"id":704274,"name":"Dimensional Fund Advisors","domain":"dimensional.com","url":"https://alion.io/company/dimensional-fund-advisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":95,"open_postings":10,"ghost_share":0,"stale_share":0.2,"repost_share":0,"time_to_fill_p50_days":51,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Munich, Germany","London, United Kingdom"],"countries":["DE","GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-19T00:00:00Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-10-29T04:08:46Z","board_verified":true,"closed_at":null,"days_open":71,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":71},"description":"Job Description:\nAssociate, Institutional Sales & Client Services (M/W/D)\nDimensional, 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.\nThe Associate will become part of the Global Client Group (GCG), which is Dimensional’s distribution arm comprising of sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.\nReporting to the Head of Client Relationship Group, the role of the Associate is to support Dimensional’s institutional business development in the DACH region Associates across the Global Client Group provide relationship management and analytical analysis in helping to grow the existing client panel and develop new business opportunities for Dimensional.\nThe individual will be expected to demonstrate their interest in getting to know Dimensional’s client service and business development efforts. In return you will receive best in class on the job training across multiple skills and disciplines and be able to collaborate and contribute to a team-based and inclusive environment.\nResponsibilities\nBecome an expert on Dimensional’s evidence-based investment approach and its implementation across strategies and vehicle types (including funds, active ETFs and separate accounts).\nBecome an integral part of the Client Relationship Group and support the institutional sales team in all client service-related aspects.\nPrepare and manage presentations and client materials on Dimensional’s strategies, research, asset allocation, ESG and other investment topics.\nOversee and coordinate regular client reporting and answer related questions with support from internal subject matter experts.\nMaintain accurate client records using our advanced CRM system.\nUndertake a range of projects to support sales and client relationship efforts, such as researching market segments or prospective clients.\nCollaborate with colleagues across our Investment, Marketing and Events teams, providing our clients with a true Dimensional 360™ experience.\nBuild relationships with colleagues across the Global Client Group and other internal departments, both locally and in our other global offices.\nOver the long term, develop and take over own client relationships.\nRequirements\nNative or fluent German language skills, both verbal and written, are essential. Fluency in English is also required.\nBachelor’s degree, or equivalent, in a relevant discipline is required.\nRobust experience working in the investment or asset management industry or related experience.\nSolid understanding of public equity markets. Knowledge of fixed income markets is a plus.\nExperience with separate accounts and KVGs is a plus.\nExcellent process management skills, handling different tasks in parallel.\nHigh attention to detail and comfortable working independently.\nExcellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.\nAn ability to develop and sustain relationships with internal stakeholders, our clients and senior managers.\nSolid Excel and PowerPoint skills.\nAssociate, Institutional Sales & Client Services (m/w/d)\nDimensional, ein global tätiger Vermögensverwalter mit einem verwalteten Vermögen von rund 1 Billion US-Dollar, freut sich, einer talentierten Persönlichkeit eine neue Gelegenheit zu bieten, unser dynamisch wachsendes Team im Herzen Münchens zu verstärken.\nDer bzw. die Associate wird Teil der Global Client Group (GCG) - Dimensionals Vertriebseinheit, die verschiedene Vertriebskanäle für eine vielfältige Kundschaft umfasst. Indem wir den Kunden in den Mittelpunkt stellen, verfolgen wir das Ziel, die Art und Weise, wie die Welt investiert, grundlegend zu verändern. Unsere Lösungen sind ein Beleg für den Mehrwert, den wir unseren Kunden bieten.\nIn direkter Berichtslinie an den Head of Client Relationship Group besteht die Aufgabe des bzw. der Associate darin, Dimensionals institutionelle Geschäftsentwicklung in der DACH-Region zu unterstützen. Associates innerhalb der Global Client Group übernehmen das Relationship Management sowie analytische Aufgaben und tragen dazu bei, den bestehenden Kundenstamm auszubauen und neue Geschäftsmöglichkeiten für Dimensional zu erschließen.\nVon dem bzw. der Kandidat/in wird erwartet, ein ausgeprägtes Interesse an Dimensionals Kundenservice und Geschäftsentwicklung zu zeigen. Im Gegenzug erhalten Sie eine erstklassige Einarbeitung über verschiedene Fähigkeiten und Fachbereiche hinweg und können in einem teamorientierten und inklusiven Umfeld mitwirken und einen wertvollen Beitrag leisten.\nAufgaben\nSie werden zum Experten für Dimensionals evidenzbasierten Investmentansatz und dessen Umsetzung über verschiedene Strategien und Anlagevehikel hinweg (einschließlich Fonds, aktiver ETFs und Separate Accounts).\nSie werden ein integraler Bestandteil der Client Relationship Group und unterstützen das institutionelle Vertriebsteam in allen Belangen des Kundenservice.\nSie erstellen und verwalten Präsentationen und Kundenunterlagen zu Dimensionals Strategien, Research, Asset Allocation, ESG und weiteren Investmentthemen.\nSie steuern und koordinieren das regelmäßige Kundenreporting und beantworten - mit Unterstützung interner Fachexperten - damit verbundene Fragen.\nSie pflegen präzise Kundendaten in unserem modernen CRM-System.\nSie übernehmen verschiedene Projekte zur Unterstützung der Vertriebs- und Kundenbeziehungsaktivitäten, etwa die Analyse von Marktsegmenten oder potenziellen Kunden.\nSie arbeiten mit Kollegen aus den Bereichen Investment, Marketing und Events zusammen und bieten unseren Kunden so ein echtes Dimensional 360™-Erlebnis.\nSie bauen Beziehungen zu Kollegen innerhalb der Global Client Group sowie zu anderen internen Abteilungen auf - sowohl lokal als auch in unseren weiteren globalen Niederlassungen.\nLangfristig entwickeln und übernehmen Sie eigene Kundenbeziehungen.\nAnforderungen\nDeutschkenntnisse auf muttersprachlichem oder verhandlungssicherem Niveau in Wort und Schrift sind zwingend erforderlich. Fließende Englischkenntnisse werden ebenfalls vorausgesetzt.\nEin Bachelor-Abschluss oder eine gleichwertige Qualifikation in einem relevanten Fachgebiet ist erforderlich.\nFundierte Berufserfahrung in der Investment- oder Asset-Management-Branche oder in einem verwandten Bereich.\nSolides Verständnis der öffentlichen Aktienmärkte. Kenntnisse der Anleihenmärkte sind von Vorteil.\nErfahrung mit Separate Accounts und KVGs ist von Vorteil.\nAusgezeichnete Fähigkeiten im Prozessmanagement sowie in der parallelen Bearbeitung verschiedener Aufgaben.\nHohe Sorgfalt und die Fähigkeit, selbstständig zu arbeiten.\nAusgezeichnete analytische, zwischenmenschliche sowie mündliche und schriftliche Kommunikationsfähigkeiten, um Investmentkonzepte gegenüber unterschiedlichen Zielgruppen verständlich zu vermitteln.\nDie Fähigkeit, Beziehungen zu internen Stakeholdern, unseren Kunden und Führungskräften aufzubauen und zu pflegen.\nSolide Excel- und PowerPoint-Kenntnisse.\nDimensional 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.\nIt 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, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle 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.","description_format":"text","description_chars":8610,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"German","level":"Proficiency (C2)","optional":false},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T00:30:39Z"}],"visa":[],"liveness":{"score":24,"band":"cold","label":"Long shot","p_open":1,"p_active":0.55,"p_room":0.44,"age_days":71,"expected_fill_days":51,"reasons":["conf:1","velocity","win:tail","crowd:"],"computed_at":"2026-10-29T05:49:05Z"},"pay":null,"html_url":"https://alion.io/job/dimensional-fund-advisors-associate-institutional-sales-client-services-mwd","json_url":"https://alion.io/job/dimensional-fund-advisors-associate-institutional-sales-client-services-mwd.json","meta":{"generated_at":"2026-10-29T11:55:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17925,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704274},"rest":"https://alion.io/mcp/rest/get_company?id=704274"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fdimensional-fund-advisors-associate-institutional-sales-client-services-mwd"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fdimensional-fund-advisors-associate-institutional-sales-client-services-mwd"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fdimensional-fund-advisors-associate-institutional-sales-client-services-mwd"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/dimensional-fund-advisors-associate-institutional-sales-client-services-mwd\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdimensional-fund-advisors-associate-institutional-sales-client-services-mwd"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":988144}},{"tool":"search_jobs","arguments":{"company":"dimensional.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":988144},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}