Senior Strategy Manager | London, UK

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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland, Dubai and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

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

Department: Strategy

Contract: Permanent

This is a key role within Quilter Cheviot, engaging with Board, Exco and internal stakeholders to develop HNW business strategy. The Strategy team supports the Quilter Cheviot Executive in developing strategy, market and peer performance comparison and insights, and reviewing inorganic growth opportunities.

Key responsibilities of the role:

• Working with the key stakeholders in developing HNW segment strategy, including HNW inorganic strategy
• Preparing presentations and related documents for Board and Executive strategic discussions including supporting content development for internal and external presentations as required
• Lead or support review of inorganic opportunities and other strategic initiatives, and oversee execution as required
• Understand and be able to communicate Quilter\’s strategic objectives and critical success factors
• Work with the Strategy and Strategic Change team to articulate initiatives in the next strategic horizon, and produce Executive and Board papers articulating these initiatives for Board Strategy reviews
• Build strong relationships with key stakeholders from across HNW\’s Senior Leader Community, through communication and engagement to become a trusted partner; gaining insight into their future plans and demand for change / investment, understanding the current progress of their strategic initiatives.
• Perform detailed qualitative and quantitative market analysis of HNW and compare performance to key peers

About You

Key behaviours and skills include:

• Confidence in engaging, working with and managing internal stakeholders to develop strategy and drive outcomes; with ability to adapt approach to suit a range of stakeholders.
• Strong analytical skills with prior strategy experience supporting strategy development and corporate finance initiatives.
• Strategy and/or Corporate Finance experience, either in-house, bank or consultancy.
• Knowledge and experience to actively challenge the detail of all strategic initiatives.
• Ability to produce Executive and Board level governance materials within strict deadlines, ensuring attention to detail.
• Comfortable in a fast-moving environment, that requires someone who is both adaptable and a self-starter.
• Comfortable to work independently, taking full ownership of assigned deliverables as well as manage a project team.
• An interest in Investment and Wealth management sector and related development essential.
• Excellent writing skills and English language proficiency. Experience in MS Office specifically, MS Word and MS PowerPoint (must be able to produce MS PowerPoint Presentations effortlessly, and to a high-quality standard).

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.

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