Head of Adviser Development & Productivity

Quilter; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Private medical insurance

Life assurance: 4x salary

Income protection: 75%

Flexible benefits

Job summary

Quilter is seeking a Strategic Head of Adviser Development and Productivity to lead the Adviser Development Manager team, guiding advisers across National and Network businesses. The role focuses on coaching, development, CAS pathway, and elevating productivity while aligning with regulatory standards and customer outcomes.

The role emphasizes strong leadership, data-driven decision making and collaboration with Academy, Training, Compliance and Technology teams to deliver measurable

Qualifications

• Proven experience building and leading coaching teams.
• Track record of improving adviser productivity and performance.
• Ability to translate learning into practical coaching and development plans.
• Comfort with MI, KPIs and data to drive decisions.
• Familiarity with AI-enabled coaching tools is a plus.

Responsibilities

• Lead Adviser Development Manager team across National and Network businesses.
• Ensure consistent, high-quality coaching and development for advisers.
• Drive productivity by translating development activity into performance improvements.
• Support CAS pathway and timely interventions for underperformers.
• Collaborate with Academy, Training, Compliance and Technology teams.
• Monitor progress using MI and KPIs and remove blockers to productivity.

Skills

People leadership

Commercial focus

Adviser development

Coaching & development

Data-driven

Digital tools / AI-enabled coaching

Collaboration

Organisation & delivery

Job description

About the Business

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

Quilter oversees £157.4 billion in customer investments (as of August 2026). 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+

Location: Remote

Department: Distribution

Contract: Permanent

The Head of Adviser Development and Productivity is responsible for leading the Adviser Development Manager team supporting advisers across both the National and Network businesses. The role will ensure that advisers receive consistent, high-quality coaching, structured development and targeted support to help them achieve Competent Adviser Status, strengthen performance across the sales and advice process and build sustainable early careers within the business.

The role will have responsibility for the ongoing development of Academy graduates joining the National business, ensuring they receive appropriate support as they transition from the Academy into adviser roles, achieve CAS and develop their productivity and commercial capability. Working closely with Academy, Distribution, Training, Compliance and business leaders, the role will ensure that adviser development activity is aligned with business priorities, regulatory expectations, the Quilter advice process and positive customer outcomes.

Key Responsibilities:

• Lead and manage the Adviser Development Manager team, setting clear priorities and performance expectations and ensuring consistent, effective support across the National and Network businesses.
• Ensure advisers receive consistent, high-quality coaching, mentoring, observed client-meeting feedback and targeted support to strengthen capability and performance.
• Drive adviser productivity by strengthening capability across the sales and advice process and translating development activity into sustained commercial performance and positive customer outcomes.
• Route to CAS, applying clear performance standards and timely intervention where individuals are off track.
• Work with the Academy and Training teams to translate agreed learning into practical, adviser-focused coaching and development support; formal training strategy, curriculum design, delivery and CPD ownership sit outside this role.
• Maintain consistent coaching standards, development plans and performance interventions across the adviser lifecycle, using established frameworks and business requirements.
• Ensure adviser coaching and development activity supports the Quilter advice process, regulatory standards, Consumer Duty and good customer outcomes, escalating formal training needs to the relevant team.
• Use MI and KPIs to monitor adviser progress, time to competence, productivity, retention and team performance, ensuring clear ownership of improvement actions.
• Work with leaders and teams across the wider business to identify and remove the operational, process, technology and capability blockers affecting adviser productivity, experience and retention.
• Identify adviser capability and performance gaps, agree targeted coaching or support interventions and use feedback and quality insight to improve delivery.
• Promote effective use of technology, data and AI-enabled coaching and performance tools to improve consistency, efficiency and adviser productivity.
• Collaborate with Academy, Distribution, Training, Compliance and Technology colleagues to align adviser development support with operational priorities and agreed standards.
• Manage team capacity, regional priorities and day-to-day delivery, maintaining operational effectiveness and consistent adviser support.

Regulatory Requirements:

The role will maintain adviser competence and professional standards by ensuring coaching, training, assessment and CPD align with the Quilter advice process, regulatory requirements, internal policies and good customer outcomes.

The role holder will promote responsible learning, ensuring advisers understand tool, data and AI limitations and remain accountable for advice quality, professional judgement and customer outcomes.

About You

• An experienced people leader who sets clear direction, builds team capability and creates a strong performance culture.

• Commercially focused, with a track record of improving adviser productivity and translating coaching and development activity into measurable performance outcomes.

• Strong experience of adviser development, coaching, performance management and supporting advisers through appointment, CAS and ongoing productivity improvement.

• Committed to developing people, building adviser confidence and capability, and applying timely support where performance is off track.

• Able to translate agreed learning and business standards into practical coaching, development plans and performance interventions; formal training design and delivery are outside the role’s remit.

• Data-led and comfortable using MI and KPIs to monitor adviser progression, productivity, retention and team performance.

• Digitally confident and able to promote effective use of technology, data and AI-enabled tools to improve coaching consistency, efficiency and adviser productivity.

• Collaborative and credible, able to work effectively with business leaders and partner teams to deliver agreed adviser development priorities.

• Highly organised and accountable, with the ability to manage team capacity, regional priorities and day-to-day delivery while supporting agreed business change.

Success in the role will be measured by:

• Increasing percentage of advisers achieving Competent Adviser Status (CAS) within initial timelines.
• Delivering sustained improvement in adviser productivity and commercial performance.
• Improving adviser retention through targeted development, proactive support and early intervention.
• Creating a consistent, high-quality capability framework across the business.
• Increasing effective adoption of technology and AI-enabled tools across the team and adviser learning journey, with evidence of improved efficiency and outcomes.

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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.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x 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.