Brewin Dolphin - Senior Director, Head of Office - West of England

Job Description

What is the opportunity?

We are seeking an experienced, transformative leader to head our West of England (WOE) offices, which includes Bristol and Cheltenham. This is a strategic leadership role focused on driving success in line with the RBC Wealth Management Europe Thrive 2030 strategy. You will drive meaningful transformation, champion a progressive culture and lead the office with clarity, empathy, and vision.

We look for someone with a strong track record of leadership in complex environments, a passion for driving business growth and inspiring teams. You will shape the strategic direction and structure of the office, ensuring exceptional client service and fostering a collaborative, values‑driven environment.

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet financial goals through investments, planning, trust, credit and banking capabilities.

The Bristol and Cheltenham offices are part of the RBC Brewin Dolphin network, managing significant assets on behalf of clients. They support clients with bespoke discretionary investment management and wealth planning, combining local understanding with global scale.

• Set and execute the strategic direction of the WOE team, aligned with the RBC WME Thrive 2030 vision and strategy.
• Deliver sustainable growth and revenue by maximizing business opportunities and target markets.
• Build and sustain a people‑centred culture focused on inclusion, trust, accountability and performance.
• Act as a visible and authentic leader, supporting personal development and wellbeing.
• Cultivate a positive office culture that aligns with our values and encourages personal development.
• Lead, inspire and develop a talented team across the whole office.
• Empower others to lead, take initiative and ownership.
• Promote and execute growth strategies while enhancing RBC presence in the local market.
• Ensure compliance with regulatory standards and drive operational excellence.
• Monitor office performance, budgeting and profitability, making strategic decisions to ensure growth.
• Foster a strong risk culture and a proactive approach to regulatory and reputational considerations, acting with integrity.

Must‑have:

• Leading with integrity, humility, and consistent values‑based behaviour.
• Extensive leadership track record in wealth management teams undergoing significant change and a solid understanding of wealth management.
• Strong emotional intelligence and the ability to build a strong team.
• A growth mindset with excellent communication, influencing and listening skills.
• A passion for driving business improvement and good culture in complex organisations.
• Experience leading diverse teams, managing through change and cultivating client trust and loyalty.
• Strong understanding of financial markets, risk management and regulatory requirements.
• Ability to drive results, build a strong team and meet
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