Head of Sales - Strategic
Job in
Southampton, Hampshire County, SO15, England, UK
Listed on 2026-01-07
Listing for:
Quilter plc
Contract
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
**** 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 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!#
**** About the Role
****** Level:
** 6
* * Department:
** External distribution
*
* Location:
** Southampton, United Kingdom (hybrid) Will also consider homeworkers.
** Contract Type:
** Permanent
* * Regulated/Non-Regulated:
** Non-Regulated 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.
** Key responsibilities & scope of role:
*** 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…
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