About Quilter 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 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.
Level: 5
Department: Marketing
Location: London
Contract: Permanent
Role
The Performance Marketing Manager plans and delivers Quilter Cheviot's performance marketing across paid media, search, social, events and emerging channels. The role generates qualified enquiries and shows marketing's contribution to new business. It turns commercial priorities into campaigns, manages investment against targets and improves performance through evidence. Reporting to the Managing Director, Distribution, Proposition & Marketing, the role sets team priorities, controls the budget, defines success measures and holds agencies and internal teams accountable.
Strategy and priorities
Working closely with the Brand and Communications manager and the wider Quilter business:
•Set the performance marketing strategy and annual plan across paid and organic media, search, social, events and agreed new channels, aligned to business and brand plans.
•Define how each channel and campaign will generate awareness, qualified enquiries and new business.
•Test new audiences, channels and creative approaches; use the results to stop, refine or expand activity.
•Balance immediate lead generation with investment in future reach, conversion and cost efficiency.
•Plan marketing for priority events, covering audience recruitment, capture of qualified interest and follow-up.
•Set priorities for organic and AI-assisted search, including technical SEO, content optimisation and structured data.
•Ensure activity meets financial promotion, Consumer Duty, data protection, brand and approval requirements.
Execution and optimisation
•Direct delivery across agreed channels, including Google, LinkedIn, Meta, other social platforms, AI-assisted and organic search.
•Allocate media spend within the approved budget and delegated authority.
•Adjust targeting, spend, creative and channel mix based on performance.
•Work with content and distribution colleagues to improve landing pages and conversion from enquiry to qualified opportunity.
•Maintain a test plan for creative, messages, formats and calls to action, with clear hypotheses and decisions.
Budget management
•Prepare, manage and report on the performance marketing budget, with clear controls and forecasts.
•Set channel targets and manage spend against cost per qualified enquiry, conversion, return on investment and marketing contribution.
•Reforecast regularly and recommend investment changes when performance or business priorities shift.
Analytics and reporting
•Define measures, tracking and attribution for campaign and channel performance.
•Maintain a dashboard covering spend, reach, qualified enquiries, conversion and contribution to new business.
•Resolve data-quality and tracking gaps with the relevant teams.
•Report results, risks, decisions and next actions clearly to senior stakeholders.
•Recommend where to increase, reduce or stop investment.
Leadership and collaboration
•Lead and develop the performance marketing team, setting clear objectives and standards.
•Hold the team accountable for outcomes, quality, timeliness and compliance.
•Advise marketing, distribution and proposition leaders on performance marketing.
•Present evidence-based recommendations, challenge assumptions and secure decisions.
•Maintain clear processes for campaign planning, approval, testing and measurement.
Agency and stakeholder management
•Set agency briefs and expectations; review delivery, cost and results, and address underperformance.
•Agree priorities, lead definitions, hand-offs and feedback with marketing, distribution and front-office teams.
•Ensure agencies and partners meet contractual, regulatory, data, governance and brand requirements.
Consumer Duty
Although this is not a directly customer-facing role, it has a material influence on customer outcomes. The role is responsible for ensuring performance marketing activity is appropriately targeted, clear, fair and not misleading, and designed with the needs, characteristics and objectives of the intended audience in mind, including customers with characteristics of vulnerability. It will support customers' understanding of Quilter Cheviot's services by presenting balanced, accurate and timely information, using suitable channels and clear calls to action. The role will use campaign, engagement and conversion data to identify potential customer harm, poor understanding or inappropriate targeting, and will act promptly to amend or stop activity where necessary. It will maintain effective approval, record-keeping and oversight arrangements for marketing activity and third-party agencies, work closely with Compliance and relevant business teams, and provide evidence that activity supports the Consumer Duty outcomes of products and services, price and value, consumer understanding and consumer support.
Requirements
•Demonstrable performance marketing experience, including building business cases to scale digital media.
•Practical expertise in paid and organic search, paid social, performance measurement and conversion optimisation.
•Evidence of improving enquiry volume, quality or cost and demonstrating commercial contribution.
•Ability to interpret performance data, forecast results, assess attribution limits and recommend investment decisions.
•Experience leading specialists and managing agencies, including performance and development.
•Ability to explain performance clearly, influence senior stakeholders and work across marketing, distribution, digital, data, risk and compliance.
•Understanding of financial promotions, Consumer Duty and data protection in a regulated business.
•Experience in wealth management, investment management or another regulated financial services market.
•Experience of event demand generation and AI-assisted search or content discovery.
Benefits
•Holiday: 182 hours (26 days)
•Quilter Incentive Scheme: all employees are eligible to participate in an 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 partner or children.
•Life Assurance: 4x salary.
•Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
•Healthcare Cash Plan: Jersey employees only.
•In addition to core benefits, a range of flexible benefits is offered to UK employees, which can be chosen and paid for via a salary deduction.
