At a Glance
- Tasks: Lead transformative projects and engage with stakeholders to drive change in wealth management.
- Company: Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: 26 days holiday, non-contributory pension scheme, healthcare allowance, and flexible benefits.
- Other info: Join a diverse team committed to fairness and respect for all applicants.
- Why this job: Make a real impact in a dynamic environment while shaping the future of wealth management.
- Qualifications: Experience in business transformation and strong stakeholder management skills required.
The predicted salary is between 60000 - 80000 £ per year.
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. Today, we are one of the UK’s largest wealth‑management firms, offering expert discretionary investment management and financial advice. We serve private clients, charities, trustees, and professional partners, operating across the UK, Ireland, Dubai and the Channel Islands. Quilter plc manages £126.3 billion in customer investments (as at 6th August 2025).
About the Role
Position: Business Transformation Lead (Level 4 or 5, depending on experience)
Location: London
Department: Wealth Management Transformation Project
Contract: 12‑month Fixed‑Term Contract
Key Responsibilities
- Lead business engagement and act as the primary business representative across all workstreams, communicating the programme vision, priorities, goals and benefits.
- Actively participate in 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.
- Discover, plan, communicate and deliver the Digital Servicing project.
- Drive scope prioritisation and facilitate process‑design conversations for phase 2 and subsequent projects, ensuring alignment with business benefits and programme objectives.
- Lead all business and change‑readiness activities: communications, leadership updates, business town‑halls, change‑impact assessments, handover to business‑as‑usual (BAU) and sustainable adoption of new ways of working.
- Manage stakeholder and super‑user engagement across training, testing, rollout and hyper‑care, ensuring effective feedback management and smooth transition into BAU.
- Oversee design management, implementation dependencies, risks, governance forums and third‑party delivery to align design decisions with agreed scope, business needs and programme objectives.
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; ability to build credibility, challenge constructively and operate effectively across all organisational levels.
- Demonstrated ability to lead programme‑business decisions, escalation and issue resolution.
- Experience in process design, requirements gathering and delivery execution, with a talent for translating complex concepts into clear, practical business outcomes.
- Leadership capability in ambiguous and fast‑paced environments, including managing readiness, communications, engagement and adoption during change.
- Excellent communication skills and a collaborative style, with the ability to engage stakeholders, drive super‑user participation and support successful transition into BAU.
- Knowledge of wealth‑management operating models, client journeys and transformation delivery within a regulated financial‑services environment is an advantage.
Benefits
- Holiday entitlement: 182 hours (26 days).
- Quilter Incentive Scheme: participation for all employees.
- Non‑contributory company pension scheme, up‑gradable with personal contributions.
- Healthcare and benefit allowance for eligible employees.
- Flexible benefits available to UK employees chosen via salary deduction.
EEO Statement
We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation or disability. If you need reasonable adjustments, have questions about accessibility or require information in an alternative format, please let us know.
Business Transformation Lead employer: Quilter plc
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets tradition in wealth management. With a strong commitment to employee growth, we provide extensive training opportunities, a generous holiday entitlement, and a non-contributory pension scheme, ensuring our team members are well-supported both personally and professionally. Join us to be part of a collaborative culture that values diverse perspectives and fosters meaningful contributions to our clients' financial success.
StudySmarter Expert Advice🤫
We think this is how you could land Business Transformation Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Business Transformation Lead role.
✨Tip Number 2
Prepare for interviews by researching Quilter Cheviot's recent projects and initiatives. Show us you’re genuinely interested in their work and how your experience aligns with their goals. Tailor your responses to highlight your relevant skills in business transformation.
✨Tip Number 3
Practice your storytelling! Be ready to share specific examples of how you've led complex transformations in the past. We want to hear about your successes and how you overcame challenges, especially in fast-paced environments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining the team at Quilter Cheviot.
We think you need these skills to ace Business Transformation Lead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Transformation Lead role. Highlight your experience in leading complex business transformations and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that align with the responsibilities listed in the job description. Let us know what makes you tick!
Showcase Your Stakeholder Management Skills:Since this role involves a lot of stakeholder engagement, make sure to highlight your influencing skills and any successful collaborations you've had in the past. We love seeing how you can build credibility and drive participation!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team at Quilter Cheviot!
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Before the interview, dive deep into Quilter Cheviot's history and their approach to wealth management. Understand their key services and recent projects, especially in business transformation. This will help you connect your experience with their needs.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in leading complex business transformations. Be ready to discuss how you've managed stakeholder engagement and navigated challenges in previous roles, particularly in financial services.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Given the emphasis on communication in the role, demonstrate your ability to translate complex ideas into straightforward concepts during the interview.
✨Engage with Questions
Prepare insightful questions about the Digital Servicing project and the company's future direction. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
