Job description
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 £157.4 billion in customer investments (as at 6th August 2026.) 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)
Department - Investment
Contract - Permanent
The Business & Governance Manager will act as a trusted business management partner to the Chief Investment Officer, translating strategic priorities into clear plans, coordinated delivery and measurable outcomes. The role combines business planning, performance insight and cross-functional execution with ownership of the Investment function's core governance framework, enabling effective decision-making, disciplined delivery and strong oversight of risk and controls.
Based within the Investment function, the role will work across Governance, Research and Strategy and partner closely with Risk, Compliance, Finance, Operations, Distribution, Technology, Marketing and Communications. It will serve as a central coordination point for the investment leadership team, Group stakeholders, assurance functions, auditors and relevant external providers.
Key responsibilities include:
- Business planning and execution: Partner with the CIO and investment leadership team to translate strategic priorities into integrated plans, clear accountabilities, delivery milestones and measurable outcomes.
- Investment Process Management: Support, embed and continuously enhance investment processes across the function, identifying inefficiencies, reducing operational risk and implementing scalable process improvements that strengthen outcomes, governance and resilience.
- Investment Governance Ownership: Own and manage the Investment function's governance framework, ensuring consistency, rigour, timely delivery, effective decision-making and robust audit trails across all governance activity. Maintain and periodically refresh governance documentation, including Terms of Reference, governance artefacts, decision records and action logs
- Performance and insight: Develop, monitor and report on KPIs, management information and governance metrics relating to business performance, customer outcomes and investment activities. Provide clear, evidence-based insight to support decision making and strategic planning.
- Risk and control oversight: Maintain oversight of investment-related risks, controls, audit actions and information requests, partnering with Risk, Compliance, Governance and assurance teams to secure timely resolution.
- Stakeholder management and external coordination: Act as a key liaison between investment teams, Group stakeholders, auditors and external providers. Coordinate information flows, governance requirements and investment-related activity to ensure effective collaboration and delivery
- Technology and process improvement: Partner with Technology teams to design and enhance automated workflows, improve process controls and identify opportunities to leverage AI and other technologies to improve efficiency, governance and effectiveness
- Capability development and business enablement: Support the development of internal investment capabilities, reducing reliance on external providers where appropriate. Maintain leadership materials, governance documentation, process collateral and intranet content to ensure transparency and accessibility of key information
You will be a commercially astute, delivery-focused professional who combines strong business management capability with sound governance judgement. Credible with senior leaders and effective across organisational boundaries, you will bring structure to a broad agenda and move confidently between strategic priorities, execution detail and control requirements.
- Relevant experience in business management, a COO office, investment operations, governance, risk or a related discipline within financial services.
- A strong track record of translating leadership priorities into structured plans, coordinating multiple workstreams and driving actions through to completion.
- Commercial and analytical capability, with experience interpreting management information, financial data and performance measures to generate insight and support decisions.
- Experience of governance, risk and control frameworks, including committee governance, audit trails and process documentation.
- The confidence and judgement to engage senior stakeholders, constructively challenge, influence outcomes and communicate complex information clearly.
- Excellent organisation and written communication skills, with the ability to produce concise, high-quality leadership updates and decision materials.
- A proactive, pragmatic and solutions-focused approach, with a continuous improvement mindset and the ability to simplify processes without weakening controls.
- Strong understanding of investment processes, investment governance, and operating models within a wealth or asset management environment.
- Ability to analyse complex business and investment processes and implement practical improvements that enhance efficiency, control and stakeholder outcomes.
- Experience working with technology teams to enhance workflows, automation and management information.
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 e