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 various areas of the business such as compliance, risk, finance, tax, legal, and marketing to deliver pragmatic solutions and build strong relationships to ensure effective collaboration.

The CAO team works across all business lines of RBC BD, supporting the front office through three principles; ‘Protect’, ‘Sustain’ and ‘Grow’. The ‘Protect’ agenda is responsible for implementing and embedding effective first line controls and processes within the Advice (investment management and financial planning) business to ensure good outcomes for clients ‘the first time’. The ‘Sustain’ principle ensures the team are the first point of contact between the Front Office and Client Facing Teams.

We identify and triage issues limiting business productivity, efficiency, and overall performance with relation to KPI / KRIs. The purpose of ‘Grow’ is to identify process‑related opportunities to create additional capacity for Client Facing Teams, enabling them to generate new business. This includes ensuring that high‑quality data is available to run our business and meet our client’s needs effectively, delivering change projects to the front office, and training.

• Coordinate various activities within business engagement, including regular engagement/stakeholder management across the programme teams, such as IT, Change, Business Management, Operations & CFT ensuring engagement with SME’s from across the business
• Support with CAO designated actions from change, data and focus working groups
• Produce supporting materials and CFT communications regarding process improvements, change initiatives / projects 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 the 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

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.

• 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.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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