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
Jim Cooper
Managing Partner
Jim is the Founder & Managing Partner of Concentriq, an executive search and management consulting firm focused on the asset management and fintech industries. Prior to founding the firm, he was Director of Affiliate Development for Affiliated Managers Group (“AMG”), a company holding ownership stakes in more than 40 boutique investment management firms. In this role, Jim assisted a broad range of global asset managers with talent acquisition, product creation and distribution, cost management, and succession planning initiatives. Prior to joining AMG, he served as Director of Product Management within the Institutional Services division of Fidelity Investments, focused on providing investment solutions within the institutional marketplace. He has also held product management and market research roles with BlackRock and Pioneer Investments. Jim is a current Trustee of Rockport Music and former President of the Hamilton-Wenham Education Fund and Trustee of Beverly Bootstraps. He holds a bachelor’s degree in Psychology from Northeastern University and an MBA in Finance from The University of Delaware.
Amy Jones
Senior Client Partner
Amy joined Concentriq as Senior Client Partner in 2018 and has been a well-respected figure in the recruiting profession for more than 20 years. Amy began her recruiting career in New York with Career Builders before relocating to Boston in 1999 at which point she joined Kennison & Associates. As a senior member of Kennison’s Boston team, Amy was responsible for overseeing placements across multiple industries with a specialization in sales, marketing, and operations hires. After many years at Kennison, Amy stepped away to raise a family before returning to her recruiting roots as a Senior Recruiter at SaleStart, leading senior sales and relationship placements. Amy holds a bachelor’s degree in communications from the University of New Hampshire.
Throughout her career, Amy has felt most rewarded by her close relationships with her clients and candidates. Each search, client, and candidate are unique and she works hard to find that ideal, long-lasting fit, intent to build long term relationships on trust, integrity, and excellent communication.
Thought Leadership
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