RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Royal Bank of Canada • Lincoln,

5d • Hybrid

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree