MI Transformation Lead (FTC)

Quilter; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Greater London is seeking a talented individual for a Fixed Term Contract in data analytics. The role focuses on transforming operational Management Information (MI) and improving reporting processes. Candidates should have a degree in an analytical field and experience leading teams within wealth management. This position offers a range of core benefits and a chance to contribute to a dynamic, customer-centric organization.

Benefits

26 days holiday

Eligibility for Quilter Incentive Scheme

Non-contributory pension scheme

Healthcare cash plan (Jersey employees only)

Cash benefit allowance

Qualifications

• Experience in leading MI teams within wealth management.
• Proven experience managing teams in a complex business environment.
• Strong understanding of business strategy linking to commercial outcomes.

Responsibilities

• Review operational MI, processes, and governance.
• Translate stakeholder needs into redesigned MI products.
• Drive a reliable and scalable MI operating model.

Skills

Strategic thinking

Strong problem-solving

Stakeholder management

Data storytelling

Cross-functional leadership

Education

Degree in an analytical discipline

Job description

Fixed Term Contract Duration - 5 Months

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £126.3 billion in customer investments (as of August 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:5

Department: COO

Location: London

Contract type: Fixed Term Contract – 6 months

The role sits within the Chief Data Office (CDO) and reports to the Head of Data Analytics.

The purpose of this role is to drive the transformation of our MI, specifically operational MI and implementation of the consumer duty reporting.

The key accountabilities for the role are as follows:

• Conduct a top-to-bottom review of operational MI, processes, and governance and redefine KPIs and MI products to match stakeholder needs
• Translate stakeholder needs into redesigned MI products (executive dashboards, operational packs, scorecards)
• Drive a reliable and scalable MI operating model that improves decision-making, trust in data, and time-to-insight, with data storytelling at the heart
• Determine how we move from static reporting to insight-driven reporting
• Work with the Head of Operational Analytics on the MI transformation Roadmap, including delivery of the new Consumer Duty MI reporting suite and determining underlying actions needed in the back end data to pivot to a more strategic operating model
• Coach others on best practice for data storytelling

About You

Qualifications

• Degree in an analytical discipline (e.g. statistics, computer science, maths) or evidence of equivalent practical experience

Knowledge/Experience

• Experience of leading MI teams within wealth management
• Proven experience in managing teams within a complex business environment
• Strong understanding of how business strategy links to commercial outcomes through analytics and MI deliveryExperience in data visualisation and storytelling
• Excellent stakeholder management and communication skills
• Ability to lead cross-functional projects and influence at senior levels

Skills

• Strategic thinker with curious mindset and strong problem-solving skills with ability to frame the MI vision and align outcomes to business objectives
• Ability to communicate complex concepts in a clear, concise manner
• Able to support, coach and motivates others
• Able to decompose ambiguous requirements into measurable KPIs and actionable insights
• Ability to balance performance, usability, and governance of MI, enforcing team standards
• Delivery Excellence through planning, prioritising and delivering iteratively with visible outcomes

#LI-PM1

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.
• 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.