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About the Role
This strategic role leads RBC Brewin Dolphin's Intermediary channel, managing over £26bn in assets. You will drive sustainable and profitable growth while maintaining strong relationships with key third-party platforms, shaping platform strategy and leading cross-functional initiatives.
Responsibilities
- Drive sustainable and profitable growth across the Intermediary channel, identifying and developing new business opportunities with adviser platforms.
- Lead, develop and maintain effective relationships with platform providers to secure sustainable, profitable business inflows and identify ongoing partnership opportunities.
- Maintain existing relationships and develop effective relationships with third-party platforms to achieve long-term, mutually beneficial partnerships.
- Collaborate with cross-functional teams including Marketing, Operations, Investments, Governance, Legal and Compliance to develop a robust investment governance framework.
- Build strong internal relationships with all stakeholders to create an open environment for effective communication and strategic alignment.
- Support the Business Development Team with market insight and ideas to build sustainable relationships with Independent Financial Advisers and drive business growth.
- Assist in developing propositions and platform-specific solutions to meet the needs of advisers and customers.
- Provide proactive representation for Intermediaries across RBC governance forums, committees and external stakeholder meetings, ensuring consistent messaging.
- Demonstrate strong awareness of market conditions, adapt swiftly to business and regulatory changes, and lead deliberations where appropriate.
Requirements
- Extensive experience in a similar role, working with key adviser platforms such as Aviva, AJ Bell, Quilter or equivalent.
- Demonstrable background in the Intermediary wealth management market.
- Strong market knowledge and working knowledge of platform, provider and third-party supplier environments.
- Excellent relationship building skills, both internal and external, with proven ability to manage complex stakeholder dynamics.
- Meticulous attention to detail with the ability to multitask, prioritise competing demands and respond proactively to changing priorities.
- Robust communication skills with the ability to engage effectively across all levels and functions.
Skills
- Business Development
- Coaching Others
- Communication
- Customer Acquisition Strategy
- Customer Relationship Management (CRM) Strategies
- Customer Value Management
- Long Term Planning
- Negotiation
- Perseverance and Follow-Through
- Sales Channels
- Sales Forecasting
Location
- London, United Kingdom
Work Type
- Permanent
- Full-time
- Hybrid
Education Level
- Professional qualifications
Benefits
- A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- A world-class training programme in financial services.
About the Company
- We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.