Transformation Lead in London

About The Role

The Transformation Lead is accountable for shaping, mobilising and delivering Quanta Group’s strategic transformation agenda, ensuring that priority initiatives deliver measurable outcomes. Operating at both strategic and executional levels, the role bridges Group strategy and day‑to‑day delivery, driving complex, cross‑business change across Quanta Group. The role plays a critical part in value creation, integration of businesses and will work closely with leadership to define and deliver the group’s key initiatives within the financial advice and investment management businesses.

Key Responsibilities

• Delivery Leadership
  • Lead the day‑to‑day delivery of Group transformation initiatives, ensuring scope, milestones and outcomes are achieved.
  • Mobilise initiatives once approved, translating objectives into practical delivery plans and workstreams.
  • Work closely with relevant subject‑matter experts from key business areas to ensure that changes are workable and aligned to relevant outcomes.
  • Track progress, risks, dependencies and issues, escalating appropriately through governance forums.
  • Ensure delivery remains focused on outcomes and adoption, not just completion of activities.
• Stakeholder Management & Business Engagement
  • Act as the key point of contact between business SMEs, executive sponsors and delivery teams on key change initiatives.
  • Build strong working relationships across business areas, supporting functions and third‑party suppliers to ensure change is embedded, not just delivered.
  • Support Executive and Business Sponsors in defining outcomes, managing trade‑offs and making informed delivery decisions.
  • Communicate clearly and confidently with senior stakeholders, including ExCo‑level forums, on progress, risks and decisions required.
• Integration & Change Execution
  • Play a central role in post‑merger integration and change initiatives within the financial advice and investment management business areas.
  • Align people, process, technology and governance across businesses while respecting regulatory and brand distinctions.
  • Play a key part in embedding change initiatives within each of the group businesses as applicable, working with a range of stakeholders to ensure the change is accepted safely.
• Governance & Risk Management
  • Ensure transformation and change activity align to Quanta Group change governance, regulatory expectations and control frameworks.
  • Embed appropriate controls, documentation and decision governance within projects.
  • Partner with Risk and Compliance to ensure regulatory change and investment governance requirements are incorporated into solution design and delivery.
  • Oversee operational readiness, adoption and handover into BAU, ensuring ownership, controls and support models are in place.
  • Contribute to Group‑wide change prioritisation and sequencing where required.
• Value and Benefits Realisation
  • Define clear value drivers and success measures for initiatives, including financial, operational, regulatory and client outcomes.
  • Track delivery against agreed benefits and support remediation where outcomes are at risk.
  • Ensure dependencies with wider Group transformation initiatives are actively managed.

About You

Essential

• Demonstrable experience delivering transformation or business change initiatives within financial services.
• Can take ownership, bringing structure, momentum and pragmatism to complex change initiatives.
• Experience working in or alongside investment management and/or financial advice business areas within a change or operational capacity.
• Strong delivery management skills, including planning, dependency management, risk and issue management.
• Experience operating within a regulated change environment with experience working closely alongside the Risk and Compliance teams.
• Proven ability to embed change into BAU, including operational readiness, training coordination and handover.
• Strong stakeholder management and communication skills, including engagement and collaboration with senior leadership.

Desirable

• Experience supporting post‑merger integration or multi‑entity change initiatives.
• Exposure to investment propositions, DFM, model portfolios, suitability or advice governance.
• Experience delivering change alongside technology, platform or data‑enabled initiatives.
• Background in transformation, programme delivery, business change or consulting roles.
• Experience supporting benefits tracking or value realisation activity.

Rewards & Benefits

• Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
• Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
• Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
• Generous Holiday Package: You will receive 34 days of holiday per calendar year, including bank holidays. You also have the option to purchase or sell up to 5 additional days per year.
• Wellbeing at Heart: We offer a Wellbeing day, allowing you to take a break when you need it most.
• Professional Growth: We support and encourage your career advancement.
• Comprehensive Health: Private Medical scheme (extendable to full family coverage), Income protection scheme and Life assurance scheme.
• Financial Security: Group contributory pension scheme.
• Travel with Ease: Interest‑free season ticket loans to help with travel costs.
• Giving Back: Participation in Wealthtime Foundation Day to support charitable activities.
• Opportunities for Growth: Internal progression from agent to team leader and beyond.
• Recognition Matters: In‑the‑moment recognition scheme ensures hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities and long‑term health conditions.