Commercial Transformation Manager

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as at 30 September 2024). 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.
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.
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: Transformation

Location: London or Southampton

Contract Type: Permanent

Non-Regulated

In this role, you will be an integral member of the Group Transformation team, leading the development and delivery of commercial/strategic business cases across the Quilter Group. You will work with senior executives on a wide range of projects, providing subject matter expertise across the Commercial Transformation portfolio and challenging the business on strategic and commercial thinking to maximize benefits for Quilter.

This role is split into 2 key parts, key responsibilities for each includes:

Commercial Business Case Development/Analysis

• Focus on answering key commercial questions across the business.

• Work with senior management to capture and understand already identified questions.

• Provide recommendations for the best commercial outcomes.

• Ensure customer and adviser needs are met.

• Collaborate with various teams to identify and analyse new trends impacting the business and develop solutions to emerging trends.

• Review the impact of previous commercial transformation activity to assess benefit realisation and whether further action is required.

Project Delivery

• Work closely with the project teams to ensure the project is mobilised and implemented effectively.

• Monitor and resolve potential resource contention.

• Unblock strategic obstacles and risks to delivery.

• Support resource planning across commercial transformation programmes.

• Occasionally may take on management of specific projects, acting as the Project Manager.

About You

The ideal candidate will possess strong analytical and delivery skills, with a demonstrated history of inspiring and engaging teams to drive transformation.  

Key skills and experience include:

• Excellent communication and presentation skills.

• Demonstratable experience of project delivery skills

• Strategic approach to problem solving

• Strong interpersonal skills and be able to negotiate, build relationship.

• Able to effectively deliver commercial analysis and strategic business cases.

• Strong business acumen and ability to navigate complex environments

• Able to build organisational capability and invest in team development.

• Able to manage third parties including consultants and data vendors.

• You can lead and manage change through influence with the ability to adapt to evolving roles and business needs.

• You will be a delivery focused individual, an agile decision maker and can work within strict deadlines.

#Quilter #LI-KH1

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.