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Fixed Term Contract Duration - 11 Months

About The Business

Quilter plc is a leading wealth management company dedicated to supporting brighter financial futures for every generation. As of the end of December 2024, we manage £119.4 billion in customer investments..

Our Affluent business segment encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.

Our High Net Worth business segment includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.

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

Department: HR

Contract: 12 month fixed term contract

Location: Southampton or London - Hybrid

We are seeking a dynamic and positive change leader to help drive technological adoption in support of our future fit strategic goal.

With M365 Copilot already in use by 25% of our workforce and the rest using Copilot Chat, our focus is now on expanding adoption, integrating AI into our daily workflows, and achieving measurable business value across the company.

This role requires a hands-on and collaborative approach. You will lead cross-functional initiatives, working closely with various departments, including business units, IT, and HR, as well as our champions network. Your goal will be to accelerate adoption, build AI fluency, and ensure that our people, processes, and platforms are aligned to deliver sustainable returns on our AI investments.

Key Responsibilities

Strategic Leadership

• Work with Quilter's people and technology teams, as well as Microsoft Partners, to define and execute the change strategy for enterprise-wide adoption of Copilot.
• Partner with senior leaders to align AI transformation goals with business priorities and KPIs.
  
  
  

• Lead targeted adoption campaigns, training programs, and use case development to drive meaningful usage - understanding that every area of the business is at a different stage of maturity.
• Identify and remove barriers to adoption, including process redesign, learning experience design and cultural shifts.
  
  
  

• Collaborate with business units to identify high-impact use cases for AI augmentation and automation.
• Facilitate prototyping and scaling of AI-powered workflows, leveraging internal and external expertise.
  
  
  

• Design and implement change management frameworks tailored to AI transformation, including stakeholder engagement, communications, and feedback loops, working closely with our culture, communications, EX and learning teams.
• Champion a culture of experimentation, learning, and responsible AI use.
  
  
  

• Working closely with the internal communications team, oversee the employee communications and engagement plan, ensuring that channels are utilised effectively and plans dovetail with the wider people strategy activity.
• Support the team's community management efforts in Viva Engage and other channels, in support of the overall adoption objectives.
  
  
  

• Work with people-focused teams (L&D, culture, internal comms, EX) to build AI literacy and role-specific engagement and upskilling programs.
• Support communities of practice and internal champions to sustain momentum.
  
  
  

• Be accountable for a comprehensive plan that outlines the goals, timelines, and resources needed for the adoption programme. This includes setting clear objectives and milestones to track progress.
• Anticipate challenges and identify potential risks and develop mitigation strategies to address them.
• Efficiently manage resources, including time, budget, and people capacity, to ensure the adoption programme stays on track, prioritising tasks and making adjustments as needed.
  
  
  

• Define success metrics and continuously monitor progress of the adoption programme, identifying areas for improvement and evaluating its effectiveness to demonstrate tangible value of AI investment.
• Report regularly to stakeholders on progress, risks, and opportunities.
  
  
  

• Proven experience leading enterprise change initiatives, ideally in digital, data, or AI transformation.
• Strong understanding of Generative AI and Agentic AI concepts, tools, and use cases.
• Technical Proficiency with M365 Copilot or similar AI productivity tools to effectively guide the adoption process and address any technical questions or concerns.
• Exceptional stakeholder management and communication skills.
• Ability to manage engagement, communications and event activities in support of adoption - backed up by a strong internal comms team.
• Ability to translate technical capabilities into business value and user-centric narratives.
• Strong collaboration skills to collectively deliver the programme, including matrix management, guidance and support.
• Experience working in complex, regulated environments (e.g., insurance, financial services).
  
  
  

• Hands-on experience with AI adoption programs or pilots (even if small-scale).
• Exposure to prompt engineering, AI governance, or workflow automation.
• Background in consulting, innovation, or transformation roles.
• A certification in change management methodologies (e.g., PROSCI, ADKAR) may be an advantage.
  
  
  

• Demonstrated curiosity and learning agility in emerging technologies.
• Participation in AI communities, hackathons, or internal innovation programs.
• Strong storytelling and influence skills, especially with non-technical audiences.
  
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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