Job Description

Fixed Term Contract Duration - 11 Months

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 £126.3 billion in customer investments (as at 6th August 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: 4 or 5 dependant on experience

Location: London

Department: Wealth Management Transformation Project

Contract: 12 month FTC

This is a high impact Business Transformation Lead role supporting the Wealth Management Transformation (WMT) Programme and then the Digital Servicing project, as well as other activities as applicable. Sitting within the Client Services and Oversight function (initially focussing on Wealth Management Transformation) and reporting into WMT Leadership / Executive Sponsor, the role acts as the key business lead across design and change implementation, ensuring alignment between programme delivery and business objectives. The role will work closely with programme leadership, technical delivery teams, business SMEs and stakeholders across the organisation, with a strong focus on improving client and adviser experience and delivering operational efficiency. This role offers the opportunity to be a part of a critical transformation agenda, ensuring changes are successfully embedded into business as usual and actively participating in the planning for the second phase of the programme and then the Digital Servicing project.

Key responsibilities include:

The role will lead business engagement and play an active part in decision-making across go-live, stabilisation, phase 2 delivery and then build out and the scoping and delivery of the Digital Servicing project.

• Act as a key business representative across all workstreams, communicating programme vision, priorities, goals and benefits.

• Actively participate in vital pre go-live activities, business go-live and post go-live support, including issue triage, escalation, backlog management, stakeholder feedback loops and fast-follow improvement delivery. Also in the discover, planning, communicating and delivery of the Digital Servicing project.

• Drive scope prioritisation and process design conversations and participate in requirements gathering and delivery planning for phase 2 (and following projects), ensuring deliveries are aligned to business benefits/ programme objectives.

• Act as the lead for all business and change readiness activities including, communications, leadership updates, business townhalls, change impact assessments, handover to BAU and sustainable adoption of new ways of working.

• Lead stakeholder and Super User engagement across training, testing, rollout and hypercare, ensuring active participation, effective feedback management and a smooth transition into business-as-usual operations.

• Oversee design management, implementation dependencies, risks, governance forums and third-party delivery, ensuring design decisions are aligned to agreed scope, business needs and programme objectives.

• Key stakeholders will include Programme Leadership, Executive Sponsors, Technical Delivery teams, business SMEs, Steering Committee, Programme Board, Design Authority Group and wider operational and client-facing business teams.

Consumer Duty

Whilst this is not a directly customer-facing role, the duties performed will contribute to good customer outcomes by helping deliver effective transformation, robust operational processes and improved colleague, adviser and client experience across the wealth management business.

The role holder will be expected to consider the impact of programme decisions, process changes and implementation activity on clients and advisers, supporting solutions that are operationally effective, well-controlled and aligned to the delivery of positive outcomes.

About You

• Proven experience leading complex business transformation, change or programme delivery initiatives within wealth management or broader financial services.

• Strong stakeholder management and influencing skills, with the ability to build credibility, challenge constructively and operate effectively across all levels of the organisation.

• Demonstrated ability to operate as a programme business leader equivalent business-facing change lead, with experience in decision-making, escalation and issue resolution.

• Experience in process design, requirements gathering, and delivery execution, with the ability to translate complex concepts into clear, practical business outcomes.

• Strong leadership capability in ambiguous and fast-paced environments, including managing readiness, communications, engagement and adoption through periods of change.

• Excellent communication skills and a collaborative style, with the ability to engage stakeholders, drive super user participation and support successful transition into business-as-usual operations.

• Knowledge of wealth management operating models, client journeys and transformation delivery within a regulated financial services environment would be advantageous.

#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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.