Strategy & Business Change Manager

Quilter plc; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in the UK is seeking a strategic planner to elevate client and user experience through digital and AI solutions. This role involves managing projects, collaborating with executives, and delivering strategic initiatives. A strong background in financial services, exceptional communication skills, and ability to lead teams in a fast-paced environment are essential. Join us to shape the future of wealth management and make a significant impact.

Benefits

182 hours holiday (26 days)

Participation in Quilter Incentive Scheme

Non-contributory pension scheme

Private Medical Insurance

4× Life Assurance

75% Income Protection

Healthcare Cash Plan

Flexible benefits

Qualifications

• Ability to apply critical thinking to complex problems.
• Experience in implementing digital, data, or AI strategies.
• Proven project management experience.
• Strong communication skills to influence stakeholders.
• Experience leading cross-functional teams.
• Financial services experience is essential.
• Adaptable and self-starter in fast-moving environments.

Responsibilities

• Responsible for strategic planning and client experience evolution.
• Identify optimization opportunities and lead solution delivery.
• Oversee prioritization of initiatives and manage change.
• Collaborate with segment executives and optimize client experiences.
• Spearhead initiatives from ideation to execution.
• Develop business cases and documents for strategic discussions.

Skills

Critical thinking

Stakeholder management

Project management

Communication skills

Adaptability

Collaborative working

Financial services experience

Problem-solving orientation

Job description

Responsibilities

• 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 delivery.
• Strategic execution - Lead or oversee prioritisation of initiatives, alongside execution as required, managing operating model change implications.
• Stakeholder management / influencing - Collaborate with segment Executive owners and their teams alongside central capabilities (digital, data, change and others as needed) to identify strategically aligned opportunities to optimise client experiences or unlock business value through internal efficiency.
• Client centricity - Working collaboratively, you will spearhead initiatives from ideation to execution, guiding strategic decisions to ensure both business goals and client needs are met.
• Preparing presentations - Develop business cases and related documents for Board and Executive strategic discussions including supporting content development for internal and external presentations as required.
  You 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.

Qualifications

• The role requires someone with the ability to apply critical thinking to complex problems to determine new or enhance existing solutions across operating model applications.
• Proven experience in implementing strategies leveraging digital, data or AI solutions to enhance client journeys, drive engagement or make business process / efficiency improvements.
• Proven experience managing projects from ideation through to successful execution.
• Strong communication skills, with the ability to influence stakeholders at all levels, including executive leadership.
• Experience in leading teams and delivering in a matrix model through teams you do not have direct line‑management responsibility for. You collaborate effectively with cross‑functional and local teams to deliver meaningful results.
• Must have financial services experience along with implementing digital strategies for client experience improvement or an operational background.
• Comfortable in a fast‑moving environment that requires someone who is both adaptable and a self‑starter with the ability to learn quickly.
• Comfortable to work independently, taking full ownership of assigned deliverables as well as managing a project team.
• This role is future‑focused and it is critical you can demonstrate clear vision, be comfortable with ambiguity and work with agility to adapt to new priorities as needed.

Company Overview

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. 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.

Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme – All employees are eligible to participate.
• 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.
• Flexible benefits – General UK employees may choose a range of flexible benefits and pay for them conveniently via salary deduction.