Job Description
What is the opportunity?We are looking for a Director, Intermediaries Services & Strategy to join our Intermediaries department on a permanent basis. Intermediaries are a fast-growing channel managing over £25bn in assets and driving innovation across RBC Brewin Dolphin.You will be a trusted strategic partner and leader who will drive transformational change across the Intermediaries channel. In this role, you will support the Head of Planning & Execution and Intermediary Man Co in designing our Target Operating Model and leading key strategic initiatives, including our technology and digital transformation. You will act as deputy to the Head of Planning & Execution, managing senior management and C-Suite requests whilst influencing stakeholders at all levels across the organisation.
This is an excellent opportunity to lead a growing team, shape the future direction of our fastest-growing business channel, and make a lasting impact across the Group.
This is a permanent, full-time role and requires 4 days in the office per week. We are happy to consider applicants from within a commutable distance to any of the RBC Brewin Dolphin office network.
What will you do?
Lead strategic project delivery and drive transformational initiatives that enhance Channel performance and business outcomes, including our Thrive strategic goals
Represent Intermediaries across RBC Brewin Dolphin governance forums, committees and external stakeholder meetings, ensuring consistent messaging and alignment
Champion change initiatives and lead cross-functional engagement with working groups and implementation readiness boards to ensure seamless delivery
Build and maintain strategic partnerships with HR, Finance, Marketing, Risk, Compliance and Business Management to develop integrated business solutions
Provide accurate, timely and actionable management information to support Man Co decision-making and reporting obligations
Monitor performance against business SLAs across client-facing and second line of defence functions, driving continuous improvement and corrective actions
Prepare strategic papers, board submissions and presentations for Man Co and governance committees, translating complex information for senior decision-making
Deputise for the Head of Planning & Execution during absences, providing principal contact and support to direct reports and Channel stakeholders
Build, recruit and lead a growing team, ensuring strong performance management, development of direct reports and establishing a clear career framework
Must-have
Extensive experience in team leadership and people management within a fast-paced, transformational environment
Previous experience and significant knowledge of Wealth Management
Demonstrable experience in managing / delivering projects from inception to completion
Robust knowledge of change management and the ability to lead stakeholders through organisational transformation
Strong relationship-building skills with the ability to influence and communicate effectively across all organisational levels
Meticulous attention to detail with excellent written and spoken English
Broad understanding of compliance, AML/KYC and governance requirements in a financial services context
Experience with in an Intermediaries function and / or familiarity with IFA businesses
Project management certification or similar professional qualification
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
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