About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £141.9 billion in customer investments (as at 31 March 2026). 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.

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

Department: Group Technology Solutions

Location: Southampton or London

Contract type : Permanent

The Platform Lead is accountable for the successful integration, ongoing operation, and strategic delivery of an outsourced platform within the organisation. Acting as the primary interface between the technology and the vendor, this role ensures that the platform performs to agreed service levels, evolves in line with organisational strategy, and delivers measurable value.

Reporting directly to the Head of Affluent Tech/Deputy CIO, the Platform Lead combines technical understanding, commercial acumen, and stakeholder management to govern the vendor relationship, drive continuous improvement, and embed the platform as a core operational capability.

Key responsibilities of the Platform Lead:

Vendor & Partner Management

• Serve as the primary point of contact for the outsourced platform vendor, managing day-to-day relationships and escalations.
• Maintain the contractual framework, including SLAs, KPIs, pricing schedules, and change management processes pertaining to the technology operations.
• Work with all relevant areas to deliver the technology enhancements aligned to the platform and broader technology strategy.
• Lead regular service review meetings (weekly, monthly, quarterly) with the vendor to assess performance and drive accountability.
• Manage vendor risk, including contingency planning, exit strategies, and compliance with data protection and security obligations.
• Evaluate and negotiate change requests, enhancements, and contract renewals in line with organisational objectives.

Platform Strategy & Roadmap Execution

• Translate the organisational platform strategy into an executable roadmap, working in partnership with the vendor and internal stakeholders.
• Own the platform product backlog, prioritising capability enhancements, integrations, and technical debt in alignment with business priorities.
• Define and track platform OKRs and success metrics, reporting progress to the Head of Affluent Tech and senior leadership.
• Stay abreast of emerging trends, competitor platforms, and vendor product releases and changes to inform strategic decisions.

Integration & Technical Oversight

• Accountable for the execution of the technical integration of the platform into the organisation's architecture, systems, and data landscape.
• Work with internal engineering, data, and architecture teams to ensure integrations are robust, scalable, and well-documented.
• Function as technical owner of the platform, providing input on configuration, APIs, data flows, and third-party connections in collaboration with architecture and engineering practices.
• Lead or co-ordinate platform onboarding, migration, and upgrade programmes, ensuring minimal disruption to operations.
• Ensure integration design and delivery adheres to security, compliance, and data governance standards.

Operations & Service Management

• Own platform operational health, including incident management, problem resolution, and root-cause analysis, aligned to the group service management framework.
• Define and maintain operational runbooks, escalation paths, and service continuity procedures.
• Monitor platform availability, performance, and capacity, proactively addressing risks before they impact the business.
• Manage the change and release management process for platform updates, patches, and new feature deployments.
• Co-ordinate platform-related business continuity and disaster recovery activities in collaboration with IT and Risk teams.

Stakeholder Engagement & Communications

• Build and maintain strong relationships with internal stakeholders across business units, technology, operations, finance, legal, and compliance.
• Function as a trusted advisor, translating platform capabilities into business outcomes and helping stakeholders understand value delivery.
• Produce clear, executive-level reporting on platform performance, risks, costs, and strategic initiatives.
• Facilitate platform governance forums, steering groups, and working groups as required.
• Manage communications around planned maintenance, incidents, and significant platform changes to minimise business impact.

Commercial & Financial Management

• Own the platform budget, including vendor spend, licencing, internal resource allocation, and project delivery costs.
• Conduct regular cost optimisation reviews, identifying opportunities to reduce spend without compromising capability or service quality.
• Provide accurate cost forecasting and variance reporting to finance and the Head of Affluent Technology.
• Build business cases for platform investments, presenting options and recommendations to senior leadership.

Governance, Risk & Compliance

Maintain a platform risk register, ensuring risks are identified, assessed, owned, and mitigated appropriately.Ensure t