Wealth Advice Implementation Support Specialist

RBC Brewin Dolphin; Greater London; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Total Rewards

Flexible benefits

Coaching

Training program

High-performing team

Job summary

RBC Group is seeking a Wealth Advice Implementation Support Specialist to help develop, evaluate, and implement technology solutions for the Wealth Advice & Governance department in London. The role focuses on Conquest and Iress systems, with emphasis on AI tooling and emerging technologies to improve capacity and reduce risk.

Reqs include experience in technology implementations, project management, and building AI-enabled solutions.

Qualifications

• Experience supporting technology implementations or systems deployments.
• Proven ability to manage technology projects, evaluate solutions, and engage with stakeholders.
• Demonstrable experience working with emerging technologies including AI, automation, or analytics.
• Confidence with using RBC Assist Pro and similar AI tools; experience building agents and writing scripts.
• Robust knowledge of technology governance, risk management, and regulatory requirements.
• Excellent communication skills with ability to translate technical concepts for non-technical audiences.

Responsibilities

• Monitor system updates and releases from external vendors (including Conquest), assess impacts on processes and controls, and manage internal compliance requirements.
• Track post-deployment performance of technology platforms and identify optimisation opportunities.
• Identify control gaps, security vulnerabilities, and technology‑related risks; elevate to stakeholders and develop mitigation strategies.
• Evaluate emerging technologies (AI, automation, analytics) for business applicability and develop business cases for tool modernisation or replacement.
• Maintain documentation of business processes and technology oversight activities to ensure audit readiness.
• Collaborate with business owners, technology stakeholders, and the Governance Oversight Team on technology strategy and priorities.
• Collect and analyse user feedback from adviser teams to inform continuous improvement initiatives.
• Support the team in exploring how AI and emerging technologies can increase capacity and drive operational efficiency.

Skills

Tech implementations

Project management

AI & analytics

RBC Assist Pro

Governance & risk

Communication

Tools

Conquest

Iress

Job description

What is the opportunity?

We are looking for a Wealth Advice Implementation Support Specialist to join the Wealth Advice and Governance department. In this role, you will support the development, evaluation, and implementation of technology solutions across the Wealth Advice & Governance department, with a particular focus on supporting Project Advice and supporting the implementation of Conquest and Iress systems. The role will also include a broader remit, where you will identify opportunities to enhance capacity and reduce risk across the entire department, through emerging technologies including AI.

Job Description

Applications from diverse backgrounds are welcomed: operational or support professionals with strong wealth management process knowledge and proven enthusiasm for AI tooling, or technology and change specialists looking to apply their expertise in a wealth context. What is key is your curiosity, strong capability with emerging technologies, and commitment to driving meaningful change.

Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

This is a permanent, full-time role and requires 4 days in the office at our London location.

What will you do?

• Monitor system updates and releases from external vendors (including Conquest), assess impacts on processes and controls, and manage internal compliance requirements
• Track post-deployment performance of technology platforms and identify optimisation opportunities
• Identify control gaps, security vulnerabilities, and technology‑related risks; elevate to stakeholders and develop mitigation strategies
• Evaluate emerging technologies (AI, automation, analytics) for business applicability and develop business cases for tool modernisation or replacement
• Maintain documentation of business processes and technology oversight activities to ensure audit readiness
• Collaborate with business owners, technology stakeholders, and the Governance Oversight Team on technology strategy and priorities
• Collect and analyse user feedback from adviser teams to inform continuous improvement initiatives
• Support the team in exploring how AI and emerging technologies can increase capacity and drive operational efficiency

What do you need to succeed?

Must-have

• Experience supporting technology implementations or systems deployments
• Proven ability to manage technology projects, evaluate solutions, and engage with stakeholders
• Demonstrable experience working with emerging technologies including AI, automation, or analytics
• Confidence with using RBC Assist Pro and similar AI tools; experience building agents and writing scripts
• Robust knowledge of technology governance, risk management, and regulatory requirements
• Excellent communication skills with ability to translate technical concepts for non-technical audiences

Nice-to-have

• Experience with Conquest, Iress, or similar advisory systems

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.

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

Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curious Mindset, Financial Acumen, Practice Management

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: 2026-08-27

Application Deadline: 2026-10-06

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

Our Employment Opportunities

At 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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