Digital Experience Strategist

4 days ago


Southampton, Southampton, United Kingdom Quilter Full time

We are seeking an experienced Digital Experience Strategist to join our team in Southampton. As a key member of our Digital department, you will play a vital role in shaping the user experience of our clients and financial advisers.

About the Business

Quilter plc is a leading provider of financial advice, investments, and wealth management. With over £111.6 billion in customer investments, we are committed to being the UK's best wealth manager for our clients and their advisers. Our business spans financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.

We operate through two segments: Affluent and High Net Worth. Affluent encompasses our financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors, our multi-asset investment solutions business. High Net Worth includes our discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

We are constantly transforming and modernising our business to become even more customer-centric. 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

This is a 12-month fixed-term contract. We have defined User Experience as a key differentiator for our client and adviser propositions. This role will provide the user experience skills to facilitate the business in achieving this ambition.

  • Lead, plan, and manage the UX workstream on large-scale projects to ensure that the voice of the user is based on research, analytical data, user experience best practice, and digital industry expertise.
  • Capture and translate business requirements and user needs into innovative digital user experiences.
  • Plan and identify project research needs using several user-centred design techniques, including external research, persona development, customer testing, and quantitative/qualitative data research.
  • Gather UX requirements across small to large change projects balancing the needs of both the end user and business objectives.
  • Conduct iterative usability testing sessions remotely or face-to-face using several tools, including eye tracking capabilities and remote testing tools.
  • Create presentations, user flows, wireframe specifications, prototypes, and other necessary documentation to communicate the recommended user experience to stakeholders and development teams.
  • Produce recommendations for optimising existing digital journeys based on research and insight.
  • Collaborate with the wider Digital team, development teams, and business stakeholders to form user experience solutions.
  • Present findings, recommendations, and customer insight to senior decision-makers.
  • Engage and manage 3rd-party developments, overseeing the build for adherence to our UX vision, Digital Experience Standards, and non-functional requirements.
  • Build a strong view of our users by challenging and improving personas and insight into our customers' needs (clients, financial advisers, etc.).
  • Review work, coach, and mentor other UX and Digital team members.
About You
  • You will have 5+ years' experience in customer journey mapping, UX/UI design, information architecture, wireframing, prototyping, and other related UX disciplines.
  • You will have exceptional understanding of user-centred design processes and ability to balance customer needs with business goals in developing first-class digital solutions.
  • You will have experience in designing a full range of digital interfaces, including responsive web design and native mobile apps.
  • You will have excellent knowledge of web analytics and digital metrics and how to use them to drive business value.
  • You will have solid experience of usability testing techniques and software.
  • You will have experience in applying accessibility guidelines (WCAG) and inclusive design to the UX process.
  • You will have experience in dealing with stakeholders at all levels, including excellent communication, influencing, and presentational skills.
  • You will have experience with both waterfall and agile development processes.
  • You will have outstanding verbal and written communications.
  • Financial services knowledge is an advantage.
Salary and Benefits

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including:

  • 182 hours (26 days) holiday
  • Quilter Incentive Scheme
  • A non-contributory company pension scheme that can be boosted through personal contributions
  • Healthcare Cash Plan (Jersey employees only)
  • Benefit Allowance (a cash benefit allowance is payable in lieu of some of our core benefits)
  • A range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.


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