What is the opportunity?
You will join the Regional Business Manager (RBM) Team, supporting the Regional Centre Heads (RCH) in developing strategic and tactical initiatives to shape the future of RBC Brewin Dolphin. This role is key to the successful delivery of the Managing Director's strategic framework, requiring collaboration with senior stakeholders and Branch Heads of Office (HOO).
Responsibilities
* Strategic Execution Support: Support the Regional Centre Head in translating firm objectives into actionable plans across all regional offices, including implementing Branch Business Plans, developing business development strategies, identifying growth opportunities, and monitoring progress to drive accountability.
* Business Management & Oversight: Proactively identify and manage emerging trends, key risk indicators, and performance metrics across regional offices; remove operational obstacles, improve efficiency through adherence to policy and procedure, and serve as an escalation point to reduce risk and enhance staff and client satisfaction.
* Regional Collaboration & Stakeholder Engagement: Act as a critical link between senior leadership and the branch network, championing collaboration and consistency; establish regional forums, build cross‑departmental relationships, facilitate knowledge sharing, and bring together multiple stakeholders to support priority initiatives.
* New Initiative Planning & Implementation: Plan, monitor, and support new projects and business propositions in conjunction with the Regional Centre Head; provide problem‑solving support to project teams, assist with regulatory developments, and support distribution and advice‑led proposition strategy and change programmes.
* Growth & Development: Create effective solutions to support capacity for growth and facilitate best practice across the branch network; collaborate with leadership to support growth and retention strategies, and support key marketing initiatives to optimise business development outcomes.
* Committee & Forum Participation: Attend and actively participate in assigned committees and forums as required.
Qualifications
Must‑have
* Experience in a business role with comparable responsibilities, preferably in wealth management.
* Robust knowledge of wealth management (financial planning, investment management) and regulatory landscapes.
* Demonstrable background in managing business projects and initiatives in a structured manner.
* Strong stakeholder management skills, with the ability to influence and collaborate with people at all levels.
* Advanced proficiency in PowerPoint, Word, and Excel, with meticulous attention to detail.
* Self‑starter: works independently without direct supervision and is comfortable interacting with senior stakeholders.
* Forward‑thinking: able to foresee what is needed, anticipates needs and acts proactively.
* Initiative‑driven: takes ownership of tasks from concept to completion with a proactive problem‑solving mindset.
* Resilient under pressure: works effectively in a fast‑paced environment; flexible and responsive to changing priorities.
* People person: natural communicator and relationship builder; develops and maintains effective working relationships across all levels.
* Data and Excel proficient: strong numerical and analytical abilities; skilled at translating complex information into clear insights.
* Detail‑oriented: meticulous attention to detail; takes pride in high‑quality output.
* Problem‑solver: demonstrates initiative and suggests solutions; brings a structured approach to challenges.
* Team player: a true team player who is keen to help.
Nice‑to‑have
* Relevant professional qualifications.
Benefits
* A comprehensive Total Rewards Program 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 program in financial services.
Key Skills
* Business Appraisals
* Business Process Design
* Business Process Improvements
* Business Process Modeling
* Configuration Management (CM)
* Crisis Management
* Effectiveness Measurement
* Implementation
* Requirements Analysis
* Workflow Analysis
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