Claire H.
About Claire H.
Claire H. serves as the Associate Director of Asset & Wealth Management Consulting at Alpha FMC in London, specializing in solution selling within the asset and wealth management sectors. She has extensive experience in client relationship management and business transformation, having held various leadership roles at notable firms such as J.P. Morgan Asset Management and SEI Investments.
Work at Alpha FMC
Claire H. serves as the Associate Director for Asset & Wealth Management Consulting at Alpha FMC. She has held this position since 2021, contributing to the firm's consulting efforts in the UK. Her role involves leading initiatives that enhance client experiences and operational efficiency within the asset and wealth management sectors.
Previous Experience at J.P. Morgan Asset Management
Claire H. has extensive experience at J.P. Morgan Asset Management, where she held multiple executive roles. From 2014 to 2016, she was the Executive Director and Head of Client On-Boarding, Fund Sales. She then served as the Executive Director for Senior Business Transformation, EMEA & APAC Lead from 2016 to 2017, and later as Executive Director for Global Sales & Distribution Transformation from 2017 to 2021.
Career Background in Financial Services
Claire H. has a diverse background in financial services, having worked at various institutions. She was a Client Relationship and Business Development Manager at Brown Brothers Harriman from 2002 to 2005. Additionally, she worked at SEI Investments in multiple roles, including Global Client Service Director and Global Wealth Services - FinTech SaaS Business Development from 2006 to 2014. Her early career included a position as Client Service Manager at Prudential Bache Private Bank.
Education and Expertise
Claire H. studied at Queen Mary & Westfield College, University of London, where she earned a BA Honours in French and Spanish from 1991 to 1995. She specializes in solution selling within the asset and wealth management sectors, employing a consultative approach to client journey redesign and proposition development. Her expertise includes focusing on automation and intelligent workflow.
Leadership and Client Engagement
In her current role, Claire H. leads collaboration among client-impacting teams across various functions, including sales, service, marketing, and operations. She advocates for a disruptive yet sensitive approach to business transformation, aiming to drive growth and enhance client satisfaction through improved operational efficiency.