About The Position
This is a permanent, full-time role requiring 4 days in the office. The role is open for any of our Brewin Dolphin locations. The opportunity is to drive data-driven decision-making across the Intermediary channel while leading critical back-office integration initiatives and supporting strategic business priorities.
Requirements
- Extensive experience within Wealth Management and the Intermediaries function
- Demonstrable expertise in stakeholder management across multiple internal and external stakeholder groups
- Robust project management capabilities with proven ability to deliver complex initiatives
- Strong analytical skills with experience dealing with large datasets and translating insights into actionable recommendations
- Excellent written and spoken English with the ability to construct persuasive insight stories
- Meticulous attention to detail, high organisational standards, and the ability to multi-task whilst responding to changing priorities
Nice To Haves
- Bachelor’s degree or equivalent professional qualification
- People management experience
- Flexibility to travel across Brewin Dolphin’s branch network as needed
Responsibilities
- Lead vendor selection, evaluation, and implementation of back-office integration solutions, overseeing the full project lifecycle from requirements gathering through post-implementation support
- Develop and deliver actionable business intelligence and insights for Business Development Managers and external Independent Financial Advisers, transforming complex data into strategic recommendations
- Establish and maintain key performance metrics aligned with channel objectives, ensuring data quality and relevance
- Potentially manage and mentor Insight Analysts to expand analytics capability and foster continuous learning
- Collaborate with the Data Office, Intermediaries Office, Sales Support, and Change and Transformation to unlock insights and optimise processes
- Act as a strategic business partner, providing targeted recommendations on channel performance, bottlenecks, and optimisation opportunities
- Support channel-led and bank-wide initiatives to drive adoption and maximise return on investment
- Ensure seamless system integration across all platforms to enhance operational efficiency
Benefits
- Bonuses
- Flexible benefits
- 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 programme in financial services
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
