Strategic Proposition Manager

Fixed Term Contract Duration - 12 Months

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.4 billion in customer investments (as at end December 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: Proposition

Location: London, United Kingdom or Southampton, United Kingdom

Contract Type: Fixed Term Contract

Contract Length: 12 months

Regulated/Non-Regulated: Non-Regulated

The Strategic Proposition Manager is responsible for leading analysis into macro trends, competitor strategies, customer behaviours, emerging regulation and technological advancements to help build Quilter’s longer-term view of the markets in which it operates.

By maintaining a strong network of internal and external stakeholders, the Strategic Proposition Manager leverages key market insights to influence strategic initiatives and priorities in a dynamic industry.

Where propositional opportunities are identified, the Strategic Proposition Manager will work collaboratively with colleagues across the Quilter business to lead feasibility, define outcomes and success criteria, and prepare the business case for approval of the proposition solution. This role is pivotal in articulating the strategic narrative and the impact on advisers and customers across advice, investments, and platforms for a wide range of audiences.

The Strategic Proposition Manager is responsible for clearly presenting Quilter’s current and strategic propositions to benefit both external and internal stakeholders, including executives, board members, market commentators, and awarding bodies.

Regulatory Obligations

The Strategic Proposition Manager role supports the design and development of propositions and services that meet the specific needs of customers to create good customer outcomes. 

About You

As Strategic Proposition Manager, you be driven to understand the wider landscape in which Quilter operates and how we continue to remain competitive in a quickly evolving market. You will be able to think strategically, possess entrepreneurial skills and have the willing to challenge convention.

You will bring experience of the UK financial services market including an understanding of platforms and platform technology, UK regulation, financial planning systems/tools and the design of customer investment solutions. If not already, you will be prepared to build a network of internal and external network to inform strategic direction and competitor advantage.

You will have a familiarity with Change/IT/Customer Service/Risk/Finance functions, financial advisers, UK regulations the FCA and 3rd party technology service providers. You must be able to demonstrate experience of analysis and insights, proposition design and development and the drafting and preparation of business cases.

To be successful in the role, you will require excellent reporting skills including detailed analysis and Board/Executive presentations.  Delivering clear and engaging content, suitable for the intended audience.

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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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.