Jobs at Quilter

Supports controlled client departures by monitoring leaver and account-closure workflows, authorizing outgoing payments, coordinating with internal teams, resolving issues, updating records, and escalating risks. Maintains regulatory and operational controls, produces workflow information, and contributes to process improvement, automation, procedure development, and cross-training within Custody & Nominees. The role requires strong organization, investigation, communication, stakeholder management, and careful use of digital and AI-enabled tools.

Manages end-to-end practice acquisitions, management buy-outs, and succession planning across a financial services network. Develops processes, controls, proposition materials, and management information while overseeing transactions through completion. Builds relationships with firms, Partners, senior stakeholders, legal advisers, and external specialists. Ensures compliance with legal, commercial, regulatory, risk, and customer outcome requirements, while monitoring performance and identifying process improvements.

Design, build and maintain cloud-native data platform capabilities across Azure, Databricks and Microsoft Fabric. Deliver reusable, secure, and automated platform components (IaC, CI/CD), embed security-by-design, enable federated data use for analytics, ML and reporting, and support observability, monitoring, and platform reliability while collaborating with product, engineering, security and business stakeholders.

Leads the end-to-end performance, optimisation and transformation of customer and adviser journeys. Owns journey strategies, roadmaps, governance, prioritisation, KPIs and improvement portfolios while balancing customer outcomes, operational efficiency, regulation and commercial value. Directs Journey Leads and multidisciplinary squads, drives automation and AI-enabled servicing, embeds Consumer Duty and risk controls, and improves satisfaction, service performance, complaints, journey completion, cost to serve and operational efficiency.

Leads performance marketing strategy and execution across paid media, search, social, events, and emerging channels. Manages budgets, agencies, analytics, attribution, conversion optimization, and team development while ensuring regulatory and Consumer Duty compliance. Uses performance data to improve qualified enquiries, conversion, return on investment, and new-business contribution.

Lead the strategy, target architecture, governance, and evolution of Quilter’s enterprise integration platform. Define standards and reusable patterns for APIs, messaging, event-driven architecture, secure Azure connectivity, and third-party integrations. Provide technical leadership across architects and engineering teams, review solution designs, manage architectural risks and technical debt, and align platform capabilities with business priorities. The role also requires stakeholder communication, mentoring, DevSecOps alignment, and continuous modernization within a regulated financial-services environment.

Leads operational risk oversight across investments, technology, data and information security, strategic projects, and HR. Provides independent risk advice, conducts assessments, monitors incidents and controls, prepares senior-level reporting, and challenges business decisions. The role develops risk frameworks, supports regulatory engagement, promotes risk awareness and training, and leads a team within the CRO function. It requires significant senior risk experience, investment or wealth-management expertise, regulatory knowledge, strong analytical skills, and Board and committee engagement.

Leads Quilter’s compliance advisory and policy function, providing strategic FCA and PRA regulatory guidance across investment management, funds, technology, AI, operational resilience, and business transformation. Owns compliance policies, regulatory permissions, engagement with regulators, training, and governance. Advises senior executives and boards, oversees regulatory risk, and manages a high-performing compliance advisory team.

Owns the API and integration platform product strategy, backlog, prioritization, delivery, and adoption. Translates business needs into user stories and measurable outcomes while coordinating engineering, architecture, security, stakeholders, third-party providers, and delivery partners. Manages API lifecycle, documentation, onboarding, sandbox experiences, metrics, dependencies, risks, and release planning. Drives API reuse and continuous improvement, including consideration of AI-enabled capabilities, within a regulated financial-services environment.

Supports and configures Figaro and Portfolio Review investment management systems, troubleshoots issues, analyzes system needs, assists with solution design and user testing, and documents business processes. Acts as a subject matter expert and liaison between technology teams and investment stakeholders, advising on technology matters, escalating operational issues, and driving resolution and continuous improvement.

Manages private client investment portfolios while supporting an Investment Director. Responsibilities include client relationship management, investment reporting and advice, portfolio trading, suitability and FCA compliance, AML and KYC documentation, investment research, client tenders, and business development. The role also supports client retention and growth, participates in investment decision-making, and helps ensure good customer outcomes and value for money.

Provide governance, coordination and process management for the investment function. Maintain governance documents, support investment decision-making, drive process improvements and automation with Technology, design KPIs, and liaise with stakeholders, auditors and external providers to reduce operational risk and strengthen resilience.

Delivers end-to-end events, webinars, podcasts, and video content for clients and professional intermediaries. Responsibilities include planning, attendee communications, speaker and supplier coordination, platform setup, live event support, content production, approvals, compliance, budgeting, performance reporting, and asset management. The role works across marketing, compliance, risk, legal, procurement, data protection, and external partners in a regulated financial services environment.

Provide regulated holistic financial advice to high-net-worth private clients while growing existing relationships and winning new business. Build referral networks, manage pipelines, run client events, increase assets under advice, and meet growth and conversion targets. Maintain FCA compliance, Consumer Duty standards, accurate documentation, and strong client outcomes while collaborating with marketing and discretionary investment specialists.