Partnership and Growth Manager - Quilter - eFinancialCareers : Job Details

About the BusinessQuilter Cheviot 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 planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence across the United Kingdom, Jersey, Dubai and Dublin. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). 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 RoleLevel: 4 Department: Marketing Location: London (Hybrid) Contract: Permanent The commercial team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. We are responsible for evaluating and onboarding all new partnerships, managing existing partnerships and ensuring we are maximising the commercial relationship. We ensure all new private client enquires are managed quickly, professionally and with care to ensure they are forwarded to the most appropriate Investment Manager or Financial Adviser. We measure and monitor KPIs to evaluate and learn which initiatives are a success. We evaluate and conduct due diligence on new lead generation initiatives. This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries. The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts. The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment. The candidate will also be working collaboratively to manage associated 'nurturing' activities to support potential new clients who might not be ready for our services yet. This is a great opportunity to help us evolve and scale our new client generation activities. The prospective Partnership and Growth Manager is client and relationship focused, taking pride in providing an excellent client experience, for spotting commercial opportunities and for maximising revenue potential. You will be skilled at building trust to gain a good understanding of a client's needs, circumstances and how our services might benefit them. Your day-to-day role will include; • Carrying out due diligence on new and existing introducers and referrers, monitoring and building on the commerciality and success of these partnerships and identifying new opportunities. • Identifying, researching and evaluating potential lead generation opportunities

• Managing new inbound enquiries from prospective clients, from multiple lead generation sources

• Managing new outbound opportunities, engaging with prospective clients who have registered interest in our services and/or events with a view to booking a meeting with a Financial Planner • Completing complimentary, non-advice initial consultations with prospective clients, being able to draw out information pertaining to their financial situation and needs • Managing the execution of effective nurturing campaigns through outbound calling, email communication and newsletters, tracking the success of each campaign • Arranging meetings and supporting prospective clients up to their meeting with a Financial Planner • Work with the broader commercial and marketing team to ensure robust and valuable MI is captured and correctly recorded, identifying areas for improvement and demonstrating/tracking ROI About You• Financial Planning and/or Investment Management qualifications not essential but would be preferable • Experience working with enquiries/clients, demonstrating an ability to understand wealth management propositions and typical client objectives • Familiarity with lead generation initiatives and strategic growth plans

• Experience identifying, evaluating and implementing new growth initiatives

• Need to bring ownership to drive development and value • Excellent communication and listening skills, able to build rapport, identifying needs and requirements from prospective clients • Focused on delivering exceptional client service • Strong collaboration skills • Self-motivated and highly driven • Proactive • Organised and efficient • Detail orientated #LI-VS1 #QC Inclusion & DiversityWe 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. ValuesDo 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