About

About the BusinessQuilter 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 £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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 RoleLevel - 5 Location - London Contract - permanent Department - Strategy This is a key role within Quilter Cheviot, engaging with Board, Exco and internal stakeholders to make a substantial impact on how we engage with our clients, shaping digitisation and efficiency of our servicing model and the operating model implications it brings. Key responsibilities are as follows: Strategic planning - Responsible for strategically planning and delivering the next phase of our client and user experience evolution, leveraging digital, data and AI solutions to drive greater personalisation value in our servicing model, or deliver business process efficiency.Problem-solving / solution-oriented: Identification of optimisation opportunities and the shaping of the solution and its deliveryStrategic execution - Lead or oversee prioritisation of initiatives, alongside execution as required, managing operati