RBC Brewin Dolphin – Regional Strategic Partnership Manager

RBC; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company is seeking a Regional Strategic Partnerships Manager based in Edinburgh or Glasgow. The role requires driving business development initiatives across Scotland and working closely with key clients to enhance their financial well-being. Ideal candidates will have strong local market knowledge and proven skills in client relationship management. This is an excellent opportunity to contribute to the growth of a respected firm.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Opportunities for career development

Qualifications

• Experience in a similar role within financial services.
• Familiarity with U.K. Family Law and client segments in strategic partnerships.

Responsibilities

• Drive business development initiatives and maintain relationships with key partners.
• Monitor progress towards business targets and ensure stakeholder engagement.

Skills

Business Development

Coaching Others

Communication

Customer Relationship Management (CRM)

Negotiation

Sales Forecasting

Education

Level 4 qualification in CISI, CII or equivalent

Job description

Job Summary

Job Description

What is the opportunity?

The Strategic Partnerships Group provides various services to businesses across the country. This includes specialist advice for solicitors, accountants and corporate finance firms, direct client networks, bespoke partnerships with corporates and membership organisations, and financial education that is designed to support the financial wellbeing of businesses employees. The team of experienced Regional Strategic Partnerships Managers (RSPM) work with individuals and organisations to drive these initiatives and help find the right solution.

We are looking for a RSPM, based in either Edinburgh or Glasgow, to drive business development initiatives across Scotland.

As an RSPM, you will work closely with our offices and internal functions to assist in the development and execution of the Strategic Partnerships Group initiatives, with the wider regional branch strategy. You will track results and deliver commercially viable outcomes for the group.

You will identify, develop and maintain effective relationships with the key Centres of Influence (professional advisers) in the Scotland market to help produce sustainable, profitable business inflows and an ongoing working relationship that seeks opportunity and challenges the status quo.

What will you do?

• Contribute to the Strategic Partnership Group new business landed target. Monitor and report on progress towards the target on a regular basis, to the Head of Sales and the wider Senior Management team.

• Build strong internal relationships with all stakeholders to create an open environment for good communication.

• Maintain an awareness of market conditions and be flexible and able to adapt to business and regulatory changes.

• Assist in the development of new propositions, working closely with colleagues across the group, especially within the Strategic Partnership Group.

• Work closely with Marketing and Business Development team to develop, deliver, and maintain collateral, advertorial etc.

• Work with external providers where necessary to promote RBC Brewin Dolphin services, where this is appropriate.

• Keep up to date with the wider product and service offerings from across RBC Wealth Management Europe.

• Depending on the individual’s experience, you may be required to take on a line management role for the Scotland region. This would entail day-to-day oversight of the team’s activity, strategic direction and providing ongoing coaching and guidance.

What do you need to succeed?

Must-have

• Evidence of working successfully in a similar role

• Strong technical and local market knowledge of client segments within the Strategic Partnerships Group initiatives e.g. U.K. Family Law, Solicitors, Accountants etc

• Working knowledge of RBC Investment, Credit and banking propositions

• Current interaction and working relationships with Key Players in the above markets

Nice-to-have

• Preferably obtained a level 4 qualification in CISI, CII or equivalent

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.

• 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

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.

#RBCBD

Job Skills

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

Address:

144 MORRISON STREET:EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-16

Application Deadline:

2025-06-30

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.

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