Head of Sales - Strategic

Quilter

2d•Hybrid

About The Position

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 Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 2025). 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! This role will be responsible for developing and growing new business opportunities for the UK platform. This will be by identifying and targeting growth opportunities that offer scope to sell in our proposition and/or our in-house fund solutions. This role requires the successful candidate to establish credible and strong external relationships with businesses that can create profitable and sustainable growth across the UK IFA market. In addition, the role will need to work collaboratively across the regional distribution teams and broader Quilter teams to support and grow account opportunities. The role will need to implement effective strategies, using our breadth of proposition and solutions, that enable us to achieve business goals. In addition, the role holder will need to work alongside internal stakeholders across the Commercial Proposition teams to inform future propositional solutions that deliver good customer outcomes. The role holder will be responsible for driving growth in Quilter Invest across all channels, including referral of advisers as appropriate and adoption of this new solution.

Requirements

Successful track record in engaging with advisers and substantial experience of the UK financial services market.
Good understanding of retail financial services, UK tax products and UK regulation.
Exceptional interpersonal skills, ability to negotiate, build relationships and lead through influence.
You will be expected to build, develop and manage relationships at board level with large advisory firms both via your team and individually with the primary goal to agree strategies to grow platform assets, our in-house fund solutions were possible and Quilter Invest.
Delivery focused with high energy and drive and an ability to deliver through others.
Commercially astute with excellent communication and presentation skills.
Recognised professional qualifications commensurate with the seniority of the role.
People and Culture – setting the right tone from the top and holding individuals too account as well as ensuring appropriate development and performance of employees to support the delivery of the External Distribution strategy.

Responsibilities

To ensure the delivery of relevant business plan targets
Ensure vision and strategy are communicated and understood within your distribution team who are clear on their role and how they contribute towards the achievement of the business objectives
To effectively use MI & data to ensure team activities leverage the best business results
Drive and deliver increased investment solution adoption were possible across strategic relationships and prospect & engage segment
Strong relationships with our leading strategic firms
Ensure alignment with all Specialist resources across Strategic Accounts & Prospect & engage to drive flows (Investment, Retirement Solutions & Platform)
Build and maintain mutually beneficial, trust based internal and external relationships with key stakeholders
Resolve disagreements and operational issues that impact the effectiveness of the team using appropriate methods to ensure fair outcomes for all parties
Oversight, leadership, motivation and management of the Strategic Development team, Prospect & Engage and new Quilter Invest team
To be accountable for the achievement and measurement of all aligned team members KPI’s (SDM’s and WSCs) using the agreed framework
Provide day to day management, coaching, leadership and support to aligned teams in the execution of their duties
Conduct regular team meetings and at least monthly 1-1’s to help aligned team members to understand their strengths and development needs, to identify and action team development needs and to ensure that performance issues are dealt with promptly
Responsibility for your teams to fully embrace Salesforce as our business management tool
Responsible for the follow up of all marketing campaigns and their success within your aligned team
Regular and timely reporting to the Distribution Director on activity and progress
Represent Quilter at presentations, events, workshops, seminars etc.
Expense and budgetary control, where appropriate
Build strong relationships across the business, including Quilter Cheviot, Quilter Investments, Quilter Invest and Quilter Financial Planning identifying opportunities to leverage knowledge, skills and experience for mutual benefit
Responsible for delivery of Data & Integration strategy across platform distribution.

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

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