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.
Quilter Invest is the direct-to-consumer investing platform within Quilter Group. We help customers move confidently from saving to investing through a simple, trusted, and data-driven experience.
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: 5
Company: Quilter Invest
Department: Marketing
Location: London - Hybrid
Contract: Permanent
The purpose of this role is to drive the user acquisition marketing strategy with a primary focus on customer acquisition and the management of third-party relationships, including affiliates and partners. Take ownership of planning and executing multi-channel acquisition campaigns, optimizing conversion funnels, and scaling affiliate and affinity programs. Collaborate closely with CRM, Product, Data, and Compliance teams to ensure all initiatives deliver measurable growth while meeting regulatory and brand standards.
Key ResponsibilitiesMarketing Strategy: own the development and execution of the go-to-market strategy across all our channels, with accountability for meeting customer acquisition targets. Lead on development of business plans on annual basis for customer acquisition
Budget Leadership: Direct and empower the marketing team to deliver against budget targets. Ensure strategic allocation of spend across channels, monitor performance rigorously, and drive ROI optimisation through collaborative planning and agile adjustments
Funnel optimisation: Own install → sign-up → funded → AUA conversion; design experiments, fix friction, and improve time-to-funded across web and app.
Advertising & tracking: Guide the team in executing creative testing, refining bidding strategies, and improving signal quality. Oversee robust tracking implementation (SDKs, pixels, server-side events), ensure accurate attribution, and maintain compliant tagging across all campaigns.
Affiliates & Affinities: Build and nurture strong relationships with affiliate, partner, and affinity networks. Drive programme growth through collaborative engagement, transparent communication, and mutual performance goals, while ensuring contracts, commissioning, QA, brand safety, and governance standards are met
Influencer marketing: Brief, vet, and manage compliant influencer activity; define disclosures, scripts/guardrails, and performance measurement.
Brand campaigns: Plan and execute integrated brand campaigns (ATL/BTL), ensuring linkage to performance objectives and uplift in awareness, trust, and direct traffic.
Multi-channel orchestration: Run multiple channels concurrently (paid search/social, display/programmatic, SEO, content, referral, affiliate, partnerships, PR/earned) with coherent sequencing and budget reallocation.
Adviser Engagement: Work with Group marketing teams and adviser relationship management teams to support the roll out of Quilter Invest to Quilter’s adviser population
Measurement & reporting: Own MMM/MTA approaches, dashboards, and board-level KPI reporting; drive CAC, LTV, ROMI improvements.
Compliance & governance: Ensure activity meets FCA/Consumer Duty, financial promotions, and GDPR requirements; maintain audit-ready artefacts.
Leadership: Build a high-performing team; manage agencies/partners to SLAs and clear commercial outcomes.
Previous marketing experience from within wealth management, investment platforms, or UK financial services essential
Demonstrable success optimising funnel conversion end-to-end with structured experimentation (A/B and multivariate) and rapid iteration.
Hands-on expertise optimising ads and tracking (creative, bids, audiences, incrementality tests, signal hygiene, server-side events).
Proven experience running affiliates and affinity partnerships, from sourcing and contracting to brand safety, attribution, and payout accuracy.
Track record working with influencers (briefs, disclosures, compliance, performance measurement).
Experience delivering brand campaigns that link to measurable performance outcomes.
Comfortable orchestrating multiple channels simultaneously, reallocating budget based on marginal returns.
Experience working with financial advisers preferred
Strong stakeholder management across Product, Data, Compliance, and Group brand; delivers at pace to tight deadlines.
Data-driven with clear commercial judgement; excellent written/verbal communication and leadership.
Experience using the following tools & platforms preferred:
Advertising & UA: Meta Ads, Google Ads.
Attribution & Mobile Analytics: AppsFlyer, App Radar/AppsRadar (or similar).
Customer Data & Analytics: Segment (CDP), Google Analytics (GA4), ContentSquare, Tableau (dashboards, cohorts, funnels).
Experimentation: A/B testing tools.
Data & Segmentation: Behavioural/RFM segmentation, lookalikes, cohort analysis; comfort evaluating new app refinement and segmentation tools and briefing engineers on SDKs/event schemas.
#LI-VS1 #QuilterInvest #Quilter
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.
Top Skills
What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
