RBC Brewin Dolphin, Wealth Business Engagement Manager

Members of the Chief Administration Office (CAO) are the first point of contact for Client Facing Teams. We work in partnership with leaders across compliance, risk, finance, tax, legal and marketing to deliver pragmatic solutions and build strong relationships for effective collaboration.

• Coordinate activities within business engagement, including stakeholder management across programme teams such as IT, Change, Business Management, Operations & CFT, ensuring engagement with SMEs from across the business.
• Support CAO designated actions from change, data and focus working groups.
• Produce supporting materials and CFT communications regarding process improvements, change initiatives and data remediation.
• Develop effective processes with the WME core business to support improvements of client service.
• Work with the W&I Business Manager to ensure offices have the resources & support needed to embed changes (system, process, data etc) within the branch network.
• Facilitate implementation / adoption of other centrally‑driven projects and initiatives, including process and system adoption.
• Create transparency and visibility of CAO by tracking implementation of projects, processes, and other central initiatives.
• Act as a key point of contact to support query resolution, feeding back constructive challenges from client‑facing teams where appropriate.

• Higher level qualification such as A Levels/Degree or equivalent proven professional experience within the field of business analytics.
• Demonstrable experience within the financial services sector, ideally within a wealth management environment.
• Understanding of end‑to‑end business processes and technological impact on relevant areas.
• Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management.
• Proven track record of managing and coordinating change initiatives with multiple stakeholders involved.
• Presentation skills, with experience of presenting to stakeholders.

• Experience working in a business undergoing significant change is highly favourable.

• 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.