About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
Level - 5
Location - London
Contract - permanent
Department - Strategy
This is a key role within Quilter Cheviot, engaging with Board, Exco and internal stakeholders to make a substantial impact on how we engage with our clients, shaping digitisation and efficiency of our servicing model and the operating model implications it brings. Key responsibilities are as follows:
1. Strategic planning - Responsible for strategically planning and delivering the next phase of our client and user experience evolution, leveraging digital, data and AI solutions to drive greater personalisation value in our servicing model, or deliver business process efficiency.
2. Problem-solving / solution-oriented: Identification of optimisation opportunities and the shaping of the solution and its delivery
3. Strategic execution - Lead or oversee prioritisation of initiatives, alongside execution as required, managing operating model change implications
4. Stakeholder management / influencing - Collaborate with segment Executive owners and their teams alongside central capabilities (digital, data, change and others as needed) to identify strategically aligned opportunities to optimise client experiences or unlock business value through internal efficiency.
5. Client centricity – Working collaboratively, you will spearhead initiatives from ideation to execution, guiding strategic decisions to ensure both business goals and client needs are met.
6. Preparing presentations - Develop business cases and related documents for Board and Executive strategic discussions including supporting content development for internal and external presentations as required
About You
Success in this role requires critical thinking, delivery experience, ability to learn quickly, and confidence to align team efforts with strategic objectives.
7. The role requires someone with the ability to apply critical thinking to complex problems to determine new or enhance existing solutions across operating model applications.
8. Proven experience in implementing strategies leveraging digital, data or AI solutions to enhance client journeys, drive engagement or make business process / efficiency improvements.
9. Proven experience managing projects from ideation through to successful execution.
10. Strong communication skills, with the ability to influence stakeholders at all levels, including executive leadership.
11. Experience in leading teams and delivering in a matrix model through teams you do not have direct line management responsibility for. You collaborate effectively with cross-functional and local teams to deliver meaningful results.
12. Must have financial services experience along with implementing digital strategies for client experience improvement or an operational background.
13. Comfortable in a fast-moving environment, that requires someone who is both adaptable and a self-starter with the ability to learn quickly.
14. Comfortable to work independently, taking full ownership of assigned deliverables as well as manage a project team.
15. This role is future-focused and it's critical you can demonstrate clear vision, be comfortable with ambiguity and work with agility to adapt to new priorities as needed.
#LI-VS1 #QC #QuilterCheviot
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.