Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
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Job Description:
Senior Associate, Institutional Client Services and Business Development (M/W/D)
Germany, Austria and Switzerland are strategic countries for the firm, and we are growing our team based in Munich.
We work with large Institutions, Financial Intermediaries, Insurance Companies, Banks and Wealth Managers and by building strong relationships with these organisations, Dimensional is better equipped to understand their investment needs and identify opportunities.
The team use their detailed knowledge of the broader investment industry and Dimensional’s unique investment approach, to provide solutions for prospects and clients across the region.
This role, which reports to the Head of the Client Relationship Group, EMEA, will be embedded in the Munich office and will largely be managed by local leadership.
This is a fantastic opportunity to join a high calibre group of people who demonstrate drive, ambition, and initiative. In return, you will be rewarded with genuine career development opportunities.
The Opportunity
As a Senior Associate within EMEA’s Global Client Group, you would be responsible for supporting activities in business development, relationship management and client servicing. You will play an integral role in delivering high quality relationship management, superior query resolution expertise and highly detailed technical investment support. It will be through the application of these tasks and interactions that you will deliver an outstanding Dimensional experience for our clients.

Responsibilities

• Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
• You will be fully adept at navigating local regulatory, legal and marketing requirements in Germany.
• Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
• Attend and/or lead appropriate meetings with clients and prospects.
• Develop and maintain client facing presentations and many other aspects of business development.
• Assist in procurement activities through Requests for Information, Requests for Proposals or Due Diligence Questionnaires.
• Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group. You will interact with Legal, Compliance, Marketing, Investments, Trading, Operations and Portfolio Analytics teams regularly.
• Strong articulation of Dimensional’s investment approach and how this benefits clients.
• Maintain up-to-date knowledge of our investment strategies, including opportunities to customise this for segregated accounts.
• Manage all aspects of Client onboarding, Transition Management and changes/updates to investment guidelines or legal agreements.
• Maintain client and prospect information in Dimensional’s CRM system by accurately and timely recording of activities.
• Review work, actively mentor, develop, guide and share feedback with new and current team members.
• Foster and leverage relationships with new colleagues and our other DFA offices.

Qualifications

• A strong knowledge of the local structural considerations (for example: Custody, KVG/KAG and Regulatory)
• Bachelor’s Degree, or equivalent, in Finance, Business, Economics or related field preferred.
• Demonstrate a strong record in delivering exemplary client service.
• Proven analytical and numeracy skills with a high attention to detail.
• Excellent time management, prioritisation skills, resourceful and analytical.
• Strong written and verbal communication skills in both German and English with client presentation capability.
• Ability to work effectively in a fast-paced environment and to tight deadlines.
• Confident self-starter capable of managing multiple projects.
• Strong computer skills with proficiency in Excel, PowerPoint and Word.

Senior Associate, Institutional Client Services und Business Development (M/W/D)
Deutschland, Österreich und die Schweiz sind strategische Länder für Dimensional, weshalb wir unser Team in München weiter verstärken.
Wir arbeiten mit großen Institutionen, Finanzintermediären, Versicherungsgesellschaften, Banken und Vermögensverwaltern zusammen und bauen dabei enge Beziehungen zu diesen Organisationen auf, was uns ermöglicht, deren Anlagebedürfnisse besser zu verstehen und neue Chancen zu erkennen.
Das Team setzt sein detailliertes Wissen über die Investmentbranche und den einzigartigen Investmentansatz von Dimensional ein, um potenziellen und bestehenden Kunden in der gesamten Region individuelle Lösungen anzubieten.
Diese Position, die dem Leiter der Client Relationship Group, EMEA, unterstellt ist, wird in der Münchner Niederlassung angesiedelt sein und größtenteils von den lokalen Führungskräften geleitet werden. Sie bietet eine hervorragende Gelegenheit, sich einem hochkarätigen Team anzuschließen, das sich durch Motivation, Ehrgeiz und Eigeninitiative auszeichnet. Im Gegenzug bietet die Position attraktive Karrierechancen.
Die Gelegenheit
Als Senior Associate in der Global Client Group, EMEA, sind Sie für die Unterstützung in den Bereichen Geschäftsentwicklung, Relationship Management und Kundenservice zuständig. Sie spielen eine wesentliche Rolle bei der Bereitstellung eines qualitativ hochwertigen Relationship Managements, zeigen eine hohe Kompetenz bei Kundeninteraktionen und demonstrieren ein äußerst detailliertes technisches Verständnis bei Investmentfragen, wodurch unsere Kunden durch Sie eine herausragende Beziehung zu Dimensional aufbauen können.

Zuständigkeiten

• Unterstützung der Sales-Direktoren bei allen Aspekten des Relationship Managements und der Geschäftsentwicklung sowohl für neue als auch für bestehende Kunden.
• Beherrschung der lokalen regulatorischen, rechtlichen und marketingbezogenen Anforderungen in Deutschland.
• Individuelle Verantwortung für die Betreuung von ausgewählten Organisationen und für die Umsetzung einer proaktiven Kontaktstrategie.
• Teilnahme und/oder Leitung geeigneter Treffen mit Kunden und Interessenten.
• Erstellung und Pflege von Kundenpräsentationen und andere Aspekte der Geschäftsentwicklung.
• Unterstützung bei Vertriebsopportunitäten, z. B. Requests for Proposals (RFPs), Requests for Information (RFIs) oder Due-Diligence-Fragebögen.
• Enge Zusammenarbeit mit Ihren lokalen und globalen Kollegen in den Bereichen Investments, Trading, Operations, Portfolio Analytics, Legal, Compliance und Marketing, um Projekte und Initiativen für die Global Client Group voranzutreiben.
• Präsentation des Investmentansatzes von Dimensional und dessen Mehrwert für Kunden.
• Tiefgehendes Verständnis unserer Anlagestrategien, einschließlich der Möglichkeiten, diese für Spezialfonds / Segregated Accounts anzupassen.
• Verantwortung für alle Aspekte des Onboardings von Kunden, des Transition Managements und der Aktualisierung von Anlagerichtlinien oder rechtlichen Vereinbarungen.
• Pflege von Kunden- und Interessenteninformationen in Dimensionals CRM-System durch genaue und zeitnahe Erfassung von Aktivitäten.
• Aktive Betreuung, Anleitung und Austausch von Feedback mit neuen und bestehenden Teammitgliedern.
• Aufbau und Förderung von Beziehungen zu neuen Kollegen und zu Kollegen in anderen Niederlassungen.

Qualifikationen

• Ausgeprägte Kenntnisse der lokalen strukturellen Gegebenheiten (z.B. Custody, KVG/KAG und Regulatorik)
• Bachelor oder gleichwertiger Abschluss in den Bereichen Finanzen, Wirtschaft, Volkswirtschaft oder einem verwandten Gebiet bevorzugt.
• Nachweislich hervorragende Leistungen in der Kundenbetreuung.
• Fundierte analytische und numerische Fähigkeiten mit einer hohen Detailgenauigkeit.
• Ausgezeichnetes Zeitmanagement, Fähigkeit zur Priorisierung, Einfallsreichtum und analytisches Denken.
• Ausgeprägte schriftliche und mündliche Kommunikationsfähigkeiten in Deutsch und Englisch inklusive starker Präsentationsfähigkeiten.
• Fähigkeit, in einem schnelllebigen Umfeld effektiv zu arbeiten und enge Fristen einzuhalten.
• Selbstbewusstes Auftreten und die Fähigkeit, mehrere Projekte zu managen.
• Gute Computerkenntnisse mit ausgeprägten Fähigkeiten in Excel, PowerPoint und Word.

LI-Hybrid

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.
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, 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

• Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.
• You will be fully adept at navigating local regulatory, legal and marketing requirements in Germany.
• Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
• Attend and/or lead appropriate meetings with clients and prospects.
• Develop and maintain client facing presentations and many other aspects of business development.
• Assist in procurement activities through Requests for Information, Requests for Proposals or Due Diligence Questionnaires.
• Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group. You will interact with Legal, Compliance, Marketing, Investments, Trading, Operations and Portfolio Analytics teams regularly.
• Strong articulation of Dimensional’s investment approach and how this benefits clients.
• Maintain up-to-date knowledge of our investment strategies, including opportunities to customise this for segregated accounts.
• Manage all aspects of Client onboarding, Transition Management and changes/updates to investment guidelines or legal agreements.
• Maintain client and prospect information in Dimensional’s CRM system by accurately and timely recording of activities.
• Review work, actively mentor, develop, guide and share feedback with new and current team members.
• Foster and leverage relationships with new colleagues and our other DFA offices