Senior Associate, Solutions Enablement Team

RBC; Greater London; Hybride; GBP 55 000 - 85 000; Plein temps

Résumé du poste

RBC in London is seeking a Senior Associate to join the Solutions Enablement Team, driving onboarding excellence for RBC Brewin Dolphin clients and integrating with RBC WME. You will mentor colleagues, optimize processes, and lead daily Pod calls to keep priorities clear and results on track.

You will build trusted relationships with internal partners and clients, ensuring a world-class client experience while supporting ongoing training and operational improvements within a dynamic wealth

Qualifications

• Management and project experience essential.
• Leading in a team environment.
• Proven track record of improving processes.
• Collaborative and inclusive approach to work.
• Clear and concise communication skills.
• Experience in Wealth Management or Financial Services is a plus.
• Proficient in Microsoft Office suite.

Responsabilités

• Implement onboarding lifecycle for all client types.
• Build trust with internal stakeholders to enhance the client experience.
• Act as a contact for internal partners and clients, providing full expert support.
• Report Pod activities, performance metrics, and updates weekly to the SET Manager.
• Lead daily Pod Calls to discuss priorities and progress.
• Provide feedback on process improvements and training needs for the advisor community.
• Mentor Pod members and oversee training to align with RBC values.
• Develop and update procedures to streamline workflows and ensure compliance.
• Escalate issues within the Pod and coordinate corrections of Operational Risk Events.
• Take ownership of complex referrals and provide leadership in resolution.

Connaissances

Management experience

Team leadership

Process improvement

Stakeholder management

Communication

Microsoft Office

Description du poste

Job Description

What is the opportunity?

The successful candidate will join the Solutions Enablement Team which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. This team straddles two worlds, RBC Brewin Dolphin and RBC WME and is critical to the integration of these entities. With significant firmwide targets, it is crucial that we develop a team to support the onboarding process and continue to make enhancements to ensure the client experience is truly world class.

As a Senior Associate, the successful candidate will drive excellence in service delivery, offer mentorship to colleagues, and work to optimise operational processes. This role requires the ability to juggle tasks and would suit someone who has a strong problem-solving skillset and is looking to flex their leadership skills.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Implementing the onboarding lifecycle, for all client types including HNWIs, corporates, trusts, and charities.
• Building trust with internal stakeholders to give them confidence in the process and enhance the clients’ experience.
• Acting as a contact for internal partners and clients, providing full expert support and assistance with day-to-day banking and operational requirements.
• Report Pod activities, performance metrics, and key updates to the SET Manager on a weekly basis, ensuring transparency and alignment with wider organizational goals.
• Lead daily Pod Calls to discuss priorities, challenges, and progress, fostering a collaborative and focused team environment
• Work with the Manager and business partners to give feedback on ways to improve the process as well as helping to identify training needs of the broader advisor community to enhance and support client service.
• Serve as a mentor to Pod members, providing guidance, feedback, and support to enhance their professional development and performance, aligning to RBC’s values of integrity and collaboration.
• Oversee the initial and ongoing training of Pod members, ensuring they are equipped with the necessary skills and knowledge to excel in their roles.
• Develop and update procedures to streamline workflows and ensure compliance and maintain operational efficiency.
• Act as the first point of escalation for issues within the Pod, providing timely and effective resolution. Lead the correction of Operational Risk Events (OREs) in collaboration with Pod members, ensuring accurate documentation via Open Pages reports
• Take ownership of complex referrals assigned to the Pod, demonstrating expertise and leadership in resolving more intricate cases.
• Provide actionable feedback on day-to-day operations, leveraging frontline insights to identify opportunities for improvement.
• Complete testing for projects on an ad hoc basis to continue to drive broader process improvements. Integral to work with the SET Manager to ensure this aligns to workload.

What do you need to succeed?

Must-have

• Management and project experience essential.
• Demonstrable experience leading in a team environment.
• Track record of improving processes and providing constructive feedback which led to enhancements.
• Collaborative and inclusive approach to work, a true team player with the ability to develop and maintain effective working relationships.
• Hard working and professional approach to work with a confidence to challenge the status quo.
• The ability to build and manage relationships with internal stakeholders.
• Clear and concise communication skills – oral and written.

Nice-to-have

• Experience working in Wealth Management, Financial Services or Professional Services.
• 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.
• Interest in growing industry knowledge and learning new product information.

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.

Job Skills

Anti Money Laundering Training, Business Perspective, Communication, Decision Making, Financial Regulation, Interpersonal Relationship Management, Operational Integrity, Organizational Governance, Process Management, Strategic Thinking

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-09

Application Deadline:

2026-11-13

Note

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

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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.