Head of Sales - Strategic in Southampton

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients. Quilter oversees £134.8 billion in customer investments (as of September 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management.

The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi‑asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

• Level: 6
• Department: External distribution
• Location: Southampton, United Kingdom (hybrid). Will also consider home workers.
• Contract Type: Permanent
• Regulated/Non‑Regulated: Non‑Regulated

This role will be responsible for developing and growing new business opportunities for the UK platform by identifying and targeting growth opportunities that offer scope to sell in our proposition and/or our in‑house fund solutions. This role requires the successful candidate to establish credible and strong external relationships with businesses that can create profitable and sustainable growth across the UK IFA market. In addition, the role will need to work collaboratively across the regional distribution teams and broader Quilter teams to support and grow account opportunities. The role will need to implement effective strategies, using our breadth of proposition and solutions, that enable us to achieve business goals. The role holder will need to work alongside internal stakeholders across the Commercial Proposition teams to inform future propositional solutions that deliver good customer outcomes. The role holder will be responsible for driving growth in Quilter Invest across all channels, including referral of advisers as appropriate and adoption of this new solution.

Key responsibilities & scope of role:

• Ensure the delivery of relevant business plan targets
• Communicate vision and strategy to the distribution team so they understand their role and contribute toward business objectives
• Use MI & data to ensure team activities leverage the best business results
• Drive and deliver increased investment solution adoption across strategic relationships and prospect & engage segment
• Maintain strong relationships with leading strategic firms
• Align with Specialist resources across Strategic Accounts & Prospect & Engage to drive flows (Investment, Retirement Solutions & Platform)
• Build and maintain mutually beneficial, trust‑based internal and external relationships with key stakeholders
• Resolve disagreements and operational issues that impact team effectiveness using appropriate methods to ensure fair outcomes
• Oversee, lead, motivate and manage the Strategic Development team, Prospect & Engage and new Quilter Invest team
• Be accountable for achievement and measurement of all aligned team members’ KPIs (SDM’s and WSCs) using the agreed framework
• Provide day‑to‑day management, coaching, leadership and support to aligned teams in executing their duties
• Conduct regular team meetings and monthly 1‑1s to help team members understand strengths, development needs and action plans
• Ensure full embrace of Salesforce as the business management tool
• Follow up all marketing campaigns and their success within the aligned team
• Report regularly and timely to the Distribution Director on activity and progress
• Represent Quilter at presentations, events, workshops, seminars, etc.
• Control expenses and budget where appropriate
• Build strong relationships across the business, including Quilter Cheviot, Quilter Investments, Quilter Invest and Quilter Financial Planning, identifying opportunities to leverage knowledge, skills and experience for mutual benefit
• Deliver Data & Integration strategy across platform distribution

About You

• Successful track record in engaging with advisers and substantial experience of the UK financial services market.
• Good understanding of retail financial services, UK tax products and UK regulation.
• Exceptional interpersonal skills, ability to negotiate, build relationships and lead through influence.
• Build and manage relationships at board level with large advisory firms to agree strategies that grow platform assets, our in‑house fund solutions and Quilter Invest.
• Delivery focused with high energy and drive, and the ability to deliver through others.
• Commercially astute with excellent communication and presentation skills.
• Recognised professional qualifications commensurate with the seniority of the role.

People and Culture – set the right tone from the top and hold individuals to account while ensuring appropriate development and performance of employees to support delivery of the External Distribution strategy.

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 communities we support.
• 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 alone.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme, incentivising 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: 4× 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.