Quilter Cheviot
The Adviser Engagement and Integration Manager provides end-to-end ownership of the adviser and Appointed Representative firm journey, from onboarding through to first payment and transition into business-as-usual support. The role coordinates progress across teams, identifies and resolves barriers, and ensures effective communication with the firm. Additionally, the position focuses on process re-engineering to simplify workflows, reduce manual activity, and improve the overall adviser experience.
Headquarters
London, England, United Kingdom
Company Size
501-1000 employees
Founded
1771
Quilter Cheviot have been helping clients to help grow and preserve their wealth for over 250 years. Discover more about who we are and the services we offer.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Quilter Cheviot.