At a Glance
- Tasks: Lead transformative projects in wealth management, enhancing client and adviser experiences.
- Company: Join Quilter, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, pension scheme, and flexible benefits.
- Other info: Dynamic role with opportunities for professional growth and impactful contributions.
- Why this job: Be at the forefront of change, shaping the future of wealth management.
- Qualifications: Experience in business transformation and strong stakeholder management skills required.
The predicted salary is between 60000 - 75000 £ 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 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.
About the Role
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.
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.
- 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.
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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
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.
Business Transformation Lead - Quilter in London employer: Quilter
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide opportunities for professional development and participation in transformative projects that shape the future of wealth management. Our inclusive culture values diversity and encourages every team member to contribute their unique perspectives, ensuring a rewarding and meaningful career journey.
StudySmarter Expert Advice🤫
We think this is how you could land Business Transformation Lead - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experiences make you the perfect fit for the Business Transformation Lead role. Keep it concise and focus on what you can bring to the table.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Business Transformation Lead - Quilter in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Business Transformation Lead role. Highlight your experience in leading complex transformations and how it aligns with Quilter's goals. We want to see how you can bring your unique skills to our team!
Showcase Your Stakeholder Skills:Since this role involves a lot of stakeholder management, be sure to include examples of how you've successfully engaged and influenced stakeholders in the past. We love seeing candidates who can build credibility and navigate through different levels of an organisation.
Communicate Clearly:Your written application should reflect your excellent communication skills. Keep it clear and concise, and make sure to convey your passion for improving client and adviser experiences. We appreciate straightforward and engaging applications!
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Quilter!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, dive deep into Quilter's history and their wealth management services. Understand their recent projects and how they align with the role of Business Transformation Lead. This will help you speak confidently about how your experience can contribute to their goals.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in leading complex business transformations. Be ready to discuss specific challenges you've faced, how you navigated them, and the outcomes. This will demonstrate your capability to manage change effectively in a fast-paced environment.
✨Engage with Stakeholders
Think about how you would approach stakeholder management in this role. Prepare to discuss strategies for building credibility and fostering collaboration across different levels of an organisation. This is crucial for ensuring successful project delivery and adoption.
✨Communicate Clearly
Practice articulating complex concepts in a straightforward manner. During the interview, focus on clear communication, especially when discussing process design and requirements gathering. This will show that you can translate intricate ideas into practical solutions that benefit the business.
