Head of crm Work, Jobs in Caldicot (with Salaries)

RBC Brewin Dolphin - Head of Platform Relationships
Royal Bank of Canada —Cardiff
- Full-time
- Business development
- Communication skills
7d
System Development & Application Manager
Hafod —Cardiff
- £54,000 - £58,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Software development
- IT
Head of CRM
Vivobarefoot —Bristol
- Hybrid work
- Marketing
Head of Growth
Walker & Sloan —Bristol
- Up to £100,000 a year
- Full-time
- Remote
- SQL
- IT
2d
Head of Sales
Tiny Rebel —Rogerstone
- Full-time
- CRM software
- Sales
- Analysis skills
- Employee discount
- Referral programme
Quick apply
4d
Customer Retention & Upsell Specialist
KERRIDGE COMMERCIAL SYSTEMS CORP —Bristol
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
Quick apply
10d
Head of B2C Sales
Cotswold Energy Group —Stonehouse
- Full-time
- Hybrid work
- Sales
- Salesforce
- Bachelor's degree
Quick apply
Corporate Sales Manager
Mad Swans —Bristol
- £45,000 - £50,000 a year
- Full-time
- Hospitality
- Sales
- Hotel
- Free parking
- Employee discount
Quick apply
Senior Dynamics Developer
Intellectual Property Office —Newport
- £47,766 - £58,575 a year
- Part-time
- Hybrid work
- Azure
- DevOps
- Presentation skills
- Annual leave
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Corporate Partnerships Manager (22.5 Hours)
The Wallich —Cardiff
- £20,695.61 - £34,492.68 a year
- Monday to Friday
- Hybrid work
4d
Business Development Manager Bead & Mesh
Tata Steel —Caerphilly
- Planograms
- Travel
- Construction experience
- Free parking
- Employee assistance programme
12d
CRM Manager
University of Bristol —Bristol
- £43,482 - £50,253 a year
- Part-time
- CRM software
- Marketing
- School
3d
Sales Account Manager
Maddocks —Cardiff
- £30,000 a year
- Full-time
- Oracle
- Sales
- ERP systems
- Free parking
- Store discount
Quick apply
1d
CRM Manager
Vivobarefoot —Bristol
- Hybrid work
- Communication skills
- Employee discount
Regional Lead - Direct Relationship Management - South
Allica Bank —Bristol
- Full-time
- Hybrid work
- Business development
- Leadership
- Communication skills
10d
Customer Experience Manager
Ayvens —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Annual leave
Sales Manager
The Pallet Network —Bristol
- Full-time
- Hybrid work
- Management
- Sales
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Business Development Manager
HeyLuna —Cardiff
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Sales
- Free parking
Quick apply
New Business Administrator
Willmott Dixon —Bristol
- Full-time
- Microsoft Excel
- Microsoft Office
- Travel
Quick apply
4d

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head of crm jobs near caldicot

RBC Brewin Dolphin - Head of Platform Relationships

Royal Bank of Canada -
Cardiff

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Job details

Full-time
7 days ago

Qualifications

Business development
Communication skills

Full job description

Job Description

What is the opportunity?

You will be joining RBC Brewin Dolphin as Head of Platform Relationships, a strategic role leading our rapidly expanding Intermediary channel managing over £26bn in assets. You will drive sustainable and profitable growth whilst maintaining strong relationships with key third-party platforms. This is an exciting opportunity to shape platform strategy, lead cross-functional initiatives, and position yourself as a key leader within our business.

This is a permanent, full-time role and requires 4 days in the office. The role can be based at any of the RBC Brewin Dolphin office network.

What will you do?

Drive sustainable and profitable growth across the Intermediary channel, identifying and developing new business opportunities with adviser platforms
Lead, develop and maintain effective relationships with platform providers to secure sustainable, profitable business inflows and identify ongoing partnership opportunities
Maintain existing relationships and where the opportunity exists develop effective relationships with third-party platforms to achieve long-term, mutually beneficial partnerships
Collaborate with cross-functional teams including Marketing, Operations, Investments, Governance, Legal and Compliance to develop a robust investment governance framework
Build strong internal relationships with all stakeholders to create an open environment for effective communication and strategic alignment
Support the Business Development Team with market insight and ideas to build sustainable relationships with Independent Financial Advisers and drive business growth
Assist in developing propositions and platform-specific solutions to meet the needs of advisers and customers
Provide proactive representation for Intermediaries across RBC governance forums, committees and external stakeholder meetings, ensuring consistent messaging
Demonstrate strong awareness of market conditions, adapt swiftly to business and regulatory changes, and lead deliberations where appropriate

What do you need to succeed?

Must-have

Extensive experience in a similar role, working with key adviser platforms such as Aviva, AJ Bell, Quilter or equivalent
Demonstrable background in the Intermediary wealth management market
Strong market knowledge and working knowledge of platform, provider and third-party supplier environments
Excellent relationship building skills, both internal and external, with proven ability to manage complex stakeholder dynamics
Meticulous attention to detail with the ability to multitask, prioritise competing demands and respond proactively to changing priorities
Robust communication skills with the ability to engage effectively across all levels and functions

Nice-to-have

Professional qualifications

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 Programme 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 programme in financial services

Agency Notice

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

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

Address:

16 ST HELEN'S PLACE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-17

Application Deadline:

2026-08-02

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.

Apply Now

Refine Your Search

head of crm jobs in caldicot

RBC Brewin Dolphin - Head of Platform Relationships

System Development & Application Manager

Head of CRM

Head of Growth

Head of Sales

Customer Retention & Upsell Specialist

Head of B2C Sales

Corporate Sales Manager

Senior Dynamics Developer

Sector Client Director - Healthcare

Corporate Partnerships Manager (22.5 Hours)

Business Development Manager Bead & Mesh

CRM Manager

Sales Account Manager

CRM Manager

Regional Lead - Direct Relationship Management - South

Customer Experience Manager

Sales Manager

Business Development Manager

New Business Administrator

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