Job Description
What is the opportunity?
The Strategic Partnerships Group (SPG) are a national sales team principally working with professional service firms, owners and entrepreneurs and private clients. Although the team is located across the UK, they have fostered a strong, supportive, and collegiate team approach, that works to create introductions and deepen relationships with the Wealth Management Europe office network and key professional connections.
The team has ambitious targets and great plans for the coming years, and to support with this growth they are seeking a Regional Strategic Partnerships Executive (RSPE). Reporting to the Director, Regional Strategic Partnerships and wider Regional Strategic Partnerships Managers (RSPM), you will play a pivotal role in driving business growth and fostering strategic partnerships across the North-East market. You will collaborate with internal and external stakeholders to execute SPG initiatives, build relationships with key Centres of Influence (CoIs); accountants, lawyers etc, and contribute to the achievement of new business targets.
This role requires a proactive, relationship-driven professional who thrives in a dynamic and collaborative environment. If you are professional, have a strong ability to self-motivate, with a genuine interest in sales and business development then we’d like to hear from you.
Should you be shortlisted, 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 Newcastle location.
What will you do?
Collaborate with offices and functions to develop and execute SPG initiatives aligned with regional and national strategies, tracking results and delivering commercially viable outcomes.
Build and maintain relationships with key Centres of Influence (CoIs) through proactive engagement, networking, and events to drive new business opportunities.
Coordinate and monitor referrals, ensuring accurate tracking and timely follow-up on designated systems.
Support direct client engagement and conversion of opportunities alongside Wealth Managers and the regional RSPM team.
Contribute to SPG new business targets, monitoring progress via the pipeline tool and reporting to senior leadership.
Foster strong internal relationships to ensure open communication and collaboration.
Stay informed on market conditions and adapt to regulatory and business changes.
Collaborate with Marketing and Business Development teams to develop and maintain collateral and external partnerships.
What do you need to succeed?
Must-have
Excellent communication and interpersonal skills, with proven relationship-building abilities.
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Proactive and self-motivated approach with a focus on business development.
Proficiency in CRM systems and maintaining accurate records.
Ability to work effectively in a team environment.
Demonstrated success in a similar business development or partnership role, within financial services / professional services
Nice-to-have
Relevant Level 4 qualification (CII or CISI) or equivalent.
Experience in wealth management
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.
Agency Notice
RBC Group does not accept agency resumes. Please do not forward resumes to our employees or any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and, in any event, does not pay fees related to unsolicited resumes. Please contact the Recruitment function for additional details.
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Job Skills
Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Long Term Planning, Professional Presentation, Results-OrientedAdditional Job Details
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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.