At a Glance
- Tasks: Lead strategic growth in the Intermediary channel and build strong platform relationships.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
- Benefits: Enjoy competitive pay, flexible benefits, and a world-class training programme.
- Other info: Be part of a high-performing team that values development and community impact.
- Why this job: Shape platform strategy and make a real impact in a dynamic environment.
- Qualifications: Extensive experience in wealth management and excellent relationship-building skills.
The predicted salary is between 80000 - 100000 £ per year.
Opportunity
You will be joining RBC Brewin Dolphin as Head of Platform Relationships, a strategic role leading our rapidly expanding Intermediary channel managing over £26bn in assets. You will drive sustainable and profitable growth whilst maintaining strong relationships with key third-party platforms. This is an exciting opportunity to shape platform strategy, lead cross‑functional initiatives, and position yourself as a key leader within our business.
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 where the opportunity exists 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.
Qualifications
Must‑have
- 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.
Nice‑to‑have
- Professional qualifications.
Benefits
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.
- 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.
RBC Brewin Dolphin - Head of Platform Relationships employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.