At a Glance
- Tasks: Lead strategic growth in the Intermediary channel and build strong platform relationships.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training opportunities.
- Other info: Work in a high-performing team with opportunities for professional development.
- Why this job: Shape platform strategy and make a lasting impact in a dynamic environment.
- Qualifications: Extensive experience in wealth management and excellent relationship-building skills required.
The predicted salary is between 40500 - 49500 £ per year.
What is the 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. This is a permanent, full-time role and requires 4 days in the office. The role can be based at any of the RBC Brewin Dolphin office network.
What will you do?
- 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.
What do you need to succeed?
- 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.
What is in it for you? 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 | Helens, UK employer: Royal Bank of Canada
At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in London and the South East. Our commitment to employee growth is evident through our comprehensive Total Rewards Program, which includes competitive compensation, bonuses, and flexible benefits, alongside opportunities for professional development and coaching from experienced leaders. Join us to make a meaningful impact while working with a talented team dedicated to delivering tailored financial solutions to our clients.