Phil Morcumb
Programme Director - Quilter Financial Planning @Clarius
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WORK HISTORY
Programme Director - Quilter Financial Planning @Clarius
City of London, GB
Working through Clarius at Quilter Financial Planning as Programme Director for Integrations.Responsible for a major Integration programme following the acquisition of 3 Financial advice firms. Successfully delivering full operational process integration, technology migration and critically from a growth perspective, the integration and training of c700 advisers plus support staff into the network and national advice businesses.
SKILLS
ABOUT PHIL MORCUMB
An outcome focused Programme/Portfolio Director with 25 years of experience in business change and IT within Wealth Management, Insurance, Employee Benefits and Asset Management. A persuasive and committed leader. Extensive track record of delivering large scale business and tech transformation programmes (ranging from £15m-£70m budget). Expert communicator and influencer. Proven stakeholder management of C-suite executives and colleagues of all levels both internally and externally.Career Achievements:Successfully delivered a complex programme to establish a new stand-alone Multi Asset Investment business (c£19bn AuM).As part of a Managed Separation, delivered a separate and fit-to-list technology function, transitioning key business systems and infrastructure.Acquisition & Integration of South African based technology supplier into UK IT Operation.Integration, following acquisition, of national advice and network companies into a leading financial advice business.Development of market leading Corporate Wrap Platform and Digital front end. Development of Corporate Risk Administration & Quotes Platform and major migration.A member of the Zurich Corporate Savings Exec for 7 years in which time the business has grown substantially year on year (30 fold increase in AuM), winning multiple Greenwich Associates Leader awards.
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