Head of National Accounts bei Quilter Cheviot

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 4

Location: London - hybrid working

Department: Distribution

Contract: Permanent

You are someone with a track record of intermediary sales and has an ability to work and think strategically.

I’m looking for an individual who in this highly visible role will be responsible for the business development of our National Account partners, including National and Network Advice Firms and Third Party Platform providers with a focus on developing opportunities for our Managed Portfolio Service (MPS) and Discretionary Portfolio Service (DPS)

You will play a key part in delivering results through others and must be able to drive sales through the National Accounts by motivating and inspiring key stakeholders.  Working with the Head of Business Development - Advisers, you will also be aligning the activity and strategy of the BDM team with these National Accounts.

With an emphasis on widening the distribution of our MPS strategies, you will become the MPS subject matter expert for Distribution.

The individual with work closely with the Head of Business Development - Advice, the BDM’s, BD Executives and marketing, heads to plan and deliver a distribution strategy and business plan focused on driving business growth from our National Account partners.

Main Responsibilities include:

• Create, implement and monitor the distribution strategy and plan for National Accounts to achieve agreed annual business targets and objectives.

• Own and drive the Head Office Relationships with our National Accounts and Third Party Platforms

• Identify, onboard and manage new National Accounts when they are identified.

• Become the MPS subject matter expert for distribution to support and develop the BDM’s and Investment Managers where appropriate, and work with channel marketing to agree and develop the MPS marketing strategy

• Work with peers to support Business Development and proactively look for opportunities for consistency of approach where appropriate as well as supporting business retention

• Support and promote National Account marketing campaigns working in partnership with Marketing colleagues

• Ensure appropriate team/individual development opportunities are provided

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers

About You

• You are a person who is delivery focused, with high energy and drive, and ability to deliver through others

• You can demonstrate strategic influencing through understanding and energising others and have exceptional interpersonal skills – able to negotiate, build relationships and lead through influence

• You thrive with creative problem solving skills including negotiation and conflict resolution skills; and are be able to utilize your strong mentoring and coaching skills to engage and lead all levels of the organization

• To be successful in this role you exhibit flexible thinking and are focused on results and continuous improvement.

• You have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others and are able to navigate complex and political environments and manage multiple stakeholders

• You demonstrate credibility, professionalism and strong personal integrity and are a self-starter with initiative & creativity

• You can communicate with impact- superior presentation and communication skills and are highly skilled at team working and working through virtual teams with the ability to create followship

#LI-VS1 #QC #QuilterCheviot

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.

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