What is the opportunity?

The successful candidate will join a team dedicated to delivering RBC Brewin Dolphin’s Financial Wellbeing offering. This B2B programme includes group financial education sessions, financial guidance advisor clinics, and other educational resources. As the Financial Wellbeing proposition is set to expand in the coming years, this role will play a pivotal part in its growth and direction.

The Financial Wellbeing Team will lead the internal launch across RBC WME and later introduce the offering to new external partners. From day one, the successful candidate will take over the management of existing relationships and be responsible for building and maintaining future partnerships both internally and externally.

What will you do?

• Building strong relationships with all partners and key stakeholders, acting as the primary point of contact and actively managing partner relationships.

• Playing a key role in the launch of the proposition internally and working closely with HR to roll out education sessions to staff.

• Working with Financial Wellbeing partner firms (internal and external) to understand their expectations and collaborating with the team to tailor sessions accordingly.

• Working with presenters to ensure consistency of delivery and making changes to presentations with support of the Team Assistant and Marketing.

• Organising Financial Wellbeing sessions, ensuring the successful implementation of the offering, and collaborating with the team to support delivery.

• Overseeing contracts and billing, proactively managing contract renewals, and identifying strategies to retain and grow client accounts.

• Working with the marketing team to maintain and develop promotional materials, slide decks, and as we look to launch externally working collaboratively with marketing managers to design an effective marketing strategy to increase awareness of the proposition.

• Working with the wider team to research and develop the proposition, helping to inform the proposition strategy.

What do you need to succeed?

Must-have

• Proven experience working in Wealth Management, Financial Services or Professional Services.

• Proficiency with Salesforce, other CRM software, or customer relationship tracking systems.

• Confident in using Microsoft Office (Word, Excel, Outlook) as well as the ability to adapt to new systems, navigation of intranet sites and various web-based packages.

Nice-to-have

• Pitching experience desirable.

• Degree welcome but not essential.

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.

• 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.

• Flexible working and hybrid options fully supported.

Agency Notice

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.

Job Skills

Commercial Acumen, Competitive Markets, Decision Making, Financial Regulation, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Risk Management, Private Banking, Product Services

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-06-042025-06-18

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.