Our Services

Everything we do at Concentriq is with an eye towards furthering your company's culture. Below is a complete list of our services.

Talent Identification

Identifying the right new team members for an organization is what we live for. To that end, we offer a full range of services that include:

  • Job Description Development
  • Target Search Market Mapping
  • Candidate Identification & Outreach
  • Candidate Assessments
  • Client-Defined Search Status Updates
  • Market Compensation Analysis
  • Market Feedback
  • Candidate Reference Checks
  • Offer Negotiations and Closing
  • Candidate Onboarding Assistance

Compensation Planning

Designing the right compensation structure is critical in attracting and retaining talent, and doing so within budget. We can assist your organization in a number of ways:

  • Custom Compensation Benchmarking
  • Peer Group Competitive Analysis
  • Compensation Structures & Design
  • Incentive Plan Outline
  • Equity Ownership
  • Partnership Roadmaps

Management Consulting

We help asset managers of all sizes solve complex business issues and achieve their strategic objectives by:

  • Developing business plans that drive performance
  • Developing succession plans
  • Creating incentive plans and other employee retention tools
  • Creating new products and sources of revenue growth
  • Producing cost efficiencies through prudent vendor management

Market Research

It's in our interest to remain ahead of the latest industry trends and we share that knowledge with our clients. We offer clients customized, in-depth research and analysis in a number of areas such as:

  • Topic-Based Research
  • Performance Assessments
  • Product Gap Analysis
  • Product Comparison Assessments
  • Peer Group Analysis
  • Competitor Profiles
  • Fee Rate Analysis

Why Concentriq?

Concentriq was founded with a guiding principle of putting its clients' needs first. While it may seem intuitive, having previously been a buyer of talent identification firms and other third party consulting services for many years, our experience, like many others, was consistently inconsistent. Concentriq was founded to address what we see as the “pitfalls” of the search relationship. Our goal is to create a more personal connection with our clients by gaining a deeper understanding of their organizational culture, offering flexibility in partnership structure, and using our industry experience to personally vet each candidate we put forward to our clients. It is these aspects coupled with our long-term consultative approach that allows us to offer our clients a differentiated search experience.

Our key advantages include:

  • 25 years of financial services experience serving in executive level roles.
  • 17 years of executive search experience in individual hires, team lift-outs, and acquisitions.
  • Highly competitive search fees that can be structured as a percentage of base salary (not total compensation) or a flat fee with caps.
  • Heavy emphasis on success-based fees rather than up-front retainers or date-based payments.
  • Flexible, long-term consultative partner rather than a transaction-oriented vendor.
  • Deep candidate networks which are accessed efficiently resulting in shorter search times.
  • All candidates are personally vetted internally by our senior team with no outsourcing.
  • Minimal off-limits restrictions.
  • Management consulting background spanning organizational design, compensation and incentives structuring, succession planning, product creation/distribution, and vendor management.

Our Experience

Unlike other talent identification firms, our experience has been compiled over many years by serving in various executive level roles within the financial services industry. Because of that experience, we are uniquely positioned to provide expertise across a broad spectrum of client types, asset classes, and distribution channels.

Our search work has encompassed a variety of front-to-back office roles such as:

Investments

  • CIO
  • Director of Investments
  • Private Equity/Credit Sr Associate, VP, Director
  • Research Analyst (Tech, Consumer, Healthcare, Energy, etc.)
  • EM Equities Analyst
  • Asia/Japan Analyst
  • International Small Cap Analyst
  • Quantitative Analyst
  • Real Estate Analyst
  • High Yield/Distressed Debt Analyst
  • Municipal Credit Analyst
  • Structured Credit Analyst
  • Long/Short Equities Analyst
  • Trader (Equity/IG/HY/ABS/Muni)
  • ESG Strategist/Integration Manager
  • Performance Manager
  • Investment Analytics Specialist
  • Wealth Manager
  • Global Value Team Lift-out
  • Municipal Bond Team Lift-out

Distribution/ Marketing

  • Head of Distribution
  • Business Development Manager
  • BD Specialist (Multi-channel)
  • MD Private Credit Fundraising
  • PE Origination/Cap Formation
  • Institutional Sales Specialist
  • Consultant Relations Head/Associate
  • Wealth Manager
  • Wealth Client Advisor/CSA
  • External Wholesaler (East, Central, West)
  • Internal/Hybrid Wholesaler
  • Client Relationship Manager
  • Client Service Specialist
  • Director of Marketing/CMO
  • Product Manager
  • Director of Content Strategy
  • Marketing Associate
  • Digital Marketing Specialist
  • Marketing Analytics/KPIs Specialist
  • Senior Writer/Editor
  • RFP Specialist/Manager
  • Investor Relations Specialist

Middle/Back Office

  • Chief Operating Officer
  • Operations Manager
  • Hedge Fund Operations Specialist
  • Deputy CFO
  • Accounting Manager
  • FP&A Specialist
  • Controller
  • Tax Manager/Senior Associate
  • General Counsel/Counsel/Associate Counsel
  • CCO/Deputy CCO
  • Compliance Director/Senior Associate
  • Risk Manager
  • Director of HR/Chief HR Officer
  • HR Business Partner/Generalist
  • Learning & Development Specialist
  • Benefits Manager
  • Chief Technology Officer
  • Solutions Architect
  • Data/Software Engineer
  • Cybersecurity/Data Governance Analyst
  • Project Manager
  • Business Intelligence Analyst
  • Office Administrator
  • Executive Assistant

Our Team

Thought Leadership

Follow our latest news and thoughts which focuses exclusively on talent identification, compensation planning, management consulting, and market research.

Contact

27 Marmion Way
Rockport, MA 01966
617.453.3525
jim@concentriqllc.com

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