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Rbc brewin dolphin - wealth business engagement manager

Leeds
0000050471 RBC Europe Limited
Business engagement manager
Posted: 16h ago
Offer description

Job Description

What is the opportunity?The Chief Administration Office (CAO) supports the Wealth Management Europe (WME) business lines through three core principles. Protect implements and embeds effective first-line controls and processes within the Advice business to ensure good client outcomes from the outset. Sustain acts as the first point of contact between Front Office and Client Facing Teams, identifying and triaging issues that impact business productivity, efficiency, and performance against KPIs and KRIs. Grow identifies process-related opportunities to increase capacity for Client Facing Teams to pursue new business, including ensuring high-quality data availability, delivering front office change projects, and providing training.The Wealth Business Engagement Manager supports the Wealth Business Engagement Senior Manager and the Head of Business Engagement in achieving the strategic objectives set by the Wealth Management Europe (WME) leadership team, by maintaining focus on efficiencies and actively seeking tools to innovate and improve capabilities within the Client Facing Teams (CFT).We are looking for someone with good wealth management knowledge, who is diligent at identifying process or system gaps and finding innovative solutions. You will have strong stakeholder management experience, the ability to analyse data, have strong communication skills and the ability to influence others.This is a permanent, full-time role and requires 4 days in the office. Applicants can be based within a commutable distance to any of the RBC BD office network.What will you do?Operational
1. Represent the Business Engagement team in change projects/initiatives, data remediation, governance, business forums and focused working groups

2. Work with colleagues throughout the business to ensure system and process changes are implemented with due consideration of the requirements of CFT

3. Produce CFT support material for data remediation projects

4. Produce draft communications as well as stakeholder and MI summary packs

5. Lead commination channels with CFTs including: Teams Calls, Teams Chat, Drop into office / regional calls to update on Change and Data projects

6. Work with stakeholders to support adoption of changes to systems and business processes within the branch network

7. Manage escalations which are either raised by the CAO team or wider business functions to conclusion

Functional
8. Working closely with the other CAO teams, partner with the business to identify and triage issues limiting business productivity, efficiency and overall performance and embed operational workflows and methodology in partnership with the Regional Business Managers and Office Managers.

9. Work with the CAO Senior Managers to enhance management reporting to deliver insights to determine root causes of issues, create tactical and strategic solutions in partnership with the client facing teams and corporate functions to improve processes and update systems to improve client outcomes.

10. Ensure there is a consistent approach across operational and compliance initiatives, communicate clear priorities and help to identify and implement new processes to improve the efficiency of the business.

Strategic Delivery
11. Supporting the CFTs by participating in change initiatives to ensure that the CFTs priorities and requirements are represented, and change projects / initiatives are implemented smoothly

12. Facilitating the implementation / adoption of other centrally driven projects and initiatives, feeding back constructive challenges from CTTs to central teams where appropriate

13. Ensure that data quality standards are established and maintained / identify data quality issues with a resolution path / lessons learned being developed, triaged, and tracked.

14. Creating transparency and visibility to the CFTs by tracking implementation of projects, processes, and other central initiatives

What do you need to succeed?Must-have
15. Proven experience within the financial services sector, ideally within a wealth management environment.

16. Proven experience in a role with comparable responsibilities

17. Understanding of end-to-end business processes and technological impact on relevant areas.

18. Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management.

19. Ability to travel to UK branch locations as required to support engagement activities.

20. An eagerness to utilise AI to create efficiencies in the organisation and be innovative with solving problems.

What is in it for you?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.
21. Leaders who support your development through coaching and managing opportunities.

22. Opportunities to work with the best in the field.

23. Ability to make a difference and lasting impact.

24. Work in a dynamic, collaborative, progressive, and high-performing team.

Agency NoticeRBC 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.#RBCBDJob SkillsBusiness Appraisals, Business Process Design, Business Process Improvements, Business Process Modeling, Configuration Management (CM), Crisis Management, Effectiveness Measurement, Implementation, Requirements Analysis, Workflow AnalysisAdditional Job Details

Address:

1 THE AVENUE SPINNINGFIELDS SQUARE:MANCHESTER

City:

Manchester

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-14

Application Deadline:

2026-05-28Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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