Summary
Work History
Education
Skills
Additional Information
Timeline
3c
Claudia Bettencourt

Claudia Bettencourt

Cape Coral,FL

Summary

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Work History

Senior Consultant

THE MCNAMARA GROUP
01.2021 - Current
  • Provided comprehensive support for all aspects of daily SMA trading operations, ensuring seamless functionality and execution
  • Identified process inefficiencies and inaccuracies, developing actionable recommendations that enhanced operational efficiency
  • Collaborated closely with the trading desk to proactively investigate and resolve issues, minimizing disruptions and optimizing performance
  • Served as the Subject Matter Expert (SME) on SMA/UMA operations workflows, offering expert guidance and support to the team
  • Developed and implemented detailed project plans, managing all phases of project execution and delivery to meet organizational objectives
  • Created thorough project documentation, ensuring clarity and consistency across all project-related materials
  • Trained personnel on internal systems and procedures, enhancing team proficiency and operational consistency
  • Devised and executed strategic social media plans to increase brand visibility and engagement
  • Prepared and delivered high-impact C-Level presentations, effectively communicating key insights and recommendations
  • Planned and developed targeted client marketing materials, aligning with business goals, and driving client engagement.

Vice President

C/BRIDGE STRATEGIC ADVISORS
01.2020 - 01.2023
  • Delivered comprehensive solutions in compliance, operations, finance, and IT, enhancing overall business performance
  • Cultivated and strengthened strategic partnerships with key financial institutions, driving business growth
  • Oversaw business processes, led compliance regulatory reviews, and developed policies and checklists to ensure adherence to industry standards
  • Spearheaded vendor evaluations and selected optimal systems for trading, accounting, CRM, and reporting, resulting in streamlined operations
  • Conducted thorough assessments of potential business partners, providing in-depth analysis to inform strategic decisions
  • Analyzed operational, compliance, and IT frameworks, offering actionable recommendations that aligned with organizational objectives
  • Authored and implemented best practices guides, operational workflows, and training manuals, promoting consistency and efficiency across teams
  • Led and mentored teams, fostering a culture of continuous improvement and professional development.

Independent Ecommerce Owner

CLAUDIA'S CLOSET
01.2017 - 01.2020
  • Oversaw the management of Ecommerce operations, including web content optimization and search engine performance, ensuring a seamless online user experience, and maximizing visibility
  • Designed and successfully launched a full-scale Ecommerce business, driving online sales and customer engagement
  • Developed and executed comprehensive marketing and brand awareness strategies, significantly boosting brand visibility and market penetration
  • Spearheaded social media marketing campaigns across platforms such as Facebook, Instagram, and Google Ads, resulting in increased traffic and conversions
  • Evaluated and managed budgets for marketing, operations, and technology, ensuring optimal resource allocation and ROI
  • Formulated and implemented both long-term and short-term growth strategies, driving sustained business expansion.

Partner/Senior Client and Marketing Manager

COLRAIN CAPITAL (FORMERLY MAYO CAPITAL PARTNERS)
01.2009 - 01.2017
  • Developed and implemented new client servicing and operations processes, significantly improving operational efficiency, driving client growth, and enhancing retention rates
  • Led the analysis of financial metrics and performance measurements, providing actionable insights to guide strategic decisions
  • Responded to SEC audits and comment letters, ensuring compliance, and mitigating regulatory risks
  • Crafted comprehensive RFPs to establish and strengthen business relationships with institutional investors, while effectively addressing investment performance inquiries
  • Delivered detailed financial and operational analytics to support monthly client statements and industry reports, enhancing transparency and decision-making
  • Prepared and managed the firm's marketing materials, including performance and attribution reports, and completed RFP client questionnaires to secure new business opportunities
  • Strategically planned and oversaw the creation and production of all marketing materials, ensuring consistency with brand messaging
  • Developed, implemented, and reported on vendor risk assessments, ensuring the firm's partnerships aligned with operational and regulatory standards.

Senior Relationship Manager

LINEDATA SERVICES
01.2007 - 01.2009
  • Managed relationships with ten institutional clients, serving as their primary point of contact and ensuring exceptional service delivery
  • Boosted revenue by 20% through the proactive development and management of strategic client partnerships, driving long-term growth
  • Strategically identified and expanded revenue opportunities within the existing client base, achieving a 100% client retention rate
  • Served as project sponsor for all client initiatives, acting as an internal advocate to ensure projects were aligned with client goals and delivered on time
  • Provided expert consultation on clients' investment business practices, ensuring alignment with industry standards and proprietary systems for optimal performance
  • Took ownership of problem-solving and decision-making processes in collaboration with partners, consistently achieving target outcomes.

Senior Relationship Manager

INVESTCLOUD (formerly CheckFree Investment Services)
01.2003 - 01.2007
  • Led the management and expansion of client relationships, developing tailored solutions to meet client needs while overseeing a team of six direct reports
  • Exceeded revenue targets by 120%, earning recognition with CheckFree's 2006 Chairman's Club Award for outstanding performance
  • Delivered technical expertise in the separately managed accounts industry, identifying emerging trends and communicating new market opportunities to clients
  • Drove business growth by optimizing the execution of ongoing operations, enhancing efficiency, and maximizing client value
  • Engaged with senior management and clients to align business strategies with client objectives, ensuring mutual success
  • Collaborated closely with the Product Development team to co-create products and services, enhancing the level of client support
  • Reviewed and resolved all client contracts, ensuring compliance and alignment with business goals.

Assistant Vice President and Group Leader

INVESTCLOUD (formerly CheckFree Investment Services)
01.1996 - 01.2003
  • Oversaw sales operations totaling $100MM, managing a team of 300 staff, including direct supervision of six team members
  • Led and mentored five account managers and one analyst, enhancing their expertise in Institutional and Separately Managed Accounts (SMA) money management support
  • Delivered expert solutions and analytical support to both clients and account managers, ensuring effective and informed decision-making
  • Evaluated and approved team programming requests, ensuring alignment with operational objectives and client needs
  • Fostered and maintained strong relationships with the entire client base, driving client satisfaction and retention.

Portfolio Assistant and Treasury Specialist

Fiduciary Trust Company
01.1990 - 01.1996
  • Administered 400 individual trust accounts, managing assets ranging from $1M to $150M, ensuring accurate and compliant account management
  • Executed investment transactions and processed client distribution requests efficiently, maintaining high levels of accuracy and client satisfaction
  • Managed the administration of pooled income funds with a total of $300M in AUM, overseeing fund operations and performance.

Education

Bachelor of Science - Economics

Northeastern University
Boston, MA

Skills

  • Teamwork mindset
  • Consulting
  • Project Documentation
  • Project Management
  • Negotiation
  • Operations Management
  • Contract Management
  • Staff Management
  • Client Relationships
  • Problem-Solving

Additional Information

Board Member and Head of Investment Committee, 2003 – 2010

Luso American Credit Union, Peabody, MA

Timeline

Senior Consultant

THE MCNAMARA GROUP
01.2021 - Current

Vice President

C/BRIDGE STRATEGIC ADVISORS
01.2020 - 01.2023

Independent Ecommerce Owner

CLAUDIA'S CLOSET
01.2017 - 01.2020

Partner/Senior Client and Marketing Manager

COLRAIN CAPITAL (FORMERLY MAYO CAPITAL PARTNERS)
01.2009 - 01.2017

Senior Relationship Manager

LINEDATA SERVICES
01.2007 - 01.2009

Senior Relationship Manager

INVESTCLOUD (formerly CheckFree Investment Services)
01.2003 - 01.2007

Assistant Vice President and Group Leader

INVESTCLOUD (formerly CheckFree Investment Services)
01.1996 - 01.2003

Portfolio Assistant and Treasury Specialist

Fiduciary Trust Company
01.1990 - 01.1996

Bachelor of Science - Economics

Northeastern University

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Claudia Bettencourt