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We are seeking a motivated and collaborative Third-Party Support Manager to join our intermediaries department - a fast-growing channel managing over £25bn in assets and driving innovation at RBC Brewin Dolphin. As a Third-Party Support Manager, you will work closely with our Head of Platforms and our Provider Relationship Manager to deliver impactful business objectives. Your expertise will bridge internal teams (Operations, Governance, Compliance, Risk, Legal, Finance, and Marketing) and external stakeholders, including Adviser Platforms and third-party Product Providers (who manage SIPP’s and Offshore Bonds). This is a unique chance to influence a rapidly evolving market segment while contributing to the Intermediaries departments growth targets.
Job Responsibility:
Collaborate with leadership and cross-functional teams to develop a robust investment governance framework for managing assets within third-party wrappers
Stay ahead of market trends and regulatory changes, ensuring agility and innovation in our approach
Build and maintain strategic relationships with providers to drive sustainable business growth and sustain an ongoing relationship that seeks opportunity and challenges the status quo
Represent the team on key governance committees and share insights to unlock sales opportunities
Partner with external providers to promote our Managed Portfolio Services (MPS), Discretionary Fund Management (DFM), and Voyager solutions across platforms, SIPPs, and offshore bonds, where appropriate
Assist in testing and refining platform/provider-specific propositions to enhance our competitive edge
Requirements:
An understanding of the Intermediary Market and Platform/Provider landscape
Strong verbal, numerical, and analytical skills, with proficiency in Microsoft Office, CE, and Avaloq
Exceptional communication and stakeholder management abilities
A desire to be best in class and to provide exceptional customer service to our clients – being the easiest in our industry to do business with
Nice to have:
Experience in a similar role with the providers mentioned above would be a real advantage, although it is not essential
Obtained or, working towards Level 4 qualification e.g. CISI or CII, would be an advantage
What we offer:
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