Remote Adviser Journey & Integration Lead

Quilter; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Holiday: 182 hours (26 days)

Pension Scheme

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75%

Job summary

Quilter is seeking an Adviser Engagement and Integration Manager to take end-to-end ownership of adviser and Appointed Representative journeys from onboarding to first payment and transition to BAU support. The role coordinates across teams, escalates risks, and drives process improvements to reduce delays and improve data quality.

The role focuses on standardising processes, using workflow automation and digital tools while maintaining clear accountability and timely communications with

Qualifications

• Experience coordinating complex cross-team cases or processes.
• Strong planning and case-management skills across multiple actions, risks and dependencies.
• Experience identifying root causes and turning findings into practical improvements.
• Ability to map end-to-end processes, hand-offs, controls and ownership.
• Strong written and verbal communication skills, including the ability to present clear recommendations, progress updates and evidence-based cases for change.

Responsibilities

• End-to-end case ownership from onboarding through first payment.
• Maintain oversight of progress, risks, dependencies and ownership across stages.
• Ensure formal handovers to the business-as-usual team with no dropped hand-offs.
• Analyze data to identify bottlenecks and opportunities for improvement.
• Develop management information showing journey performance (ageing, rework, hand-offs).
• Prioritize improvements and assess outcomes of changes.

Skills

Cross-team coordination

Case-management

Stakeholder management

Process mapping

Communication

Job description

Quilter is seeking an Adviser Engagement and Integration Manager to take end-to-end ownership of adviser and Appointed Representative journeys from onboarding to first payment and transition to BAU support. The role coordinates across teams, escalates risks, and drives process improvements to reduce delays and improve data quality.

The role focuses on standardising processes, using workflow automation and digital tools while maintaining clear accountability and timely communications with