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We’ve used many search firms over the years and have always experienced mixed results. Your focus on culture and your flexibility in how you approach your clients is dead-on.
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Your long-term partnership approach, industry experience, and honest/consultative nature with clients are unique within recruiting and something we value greatly. Please sign us up to be a client reference for anyone who hasn’t worked with Concentriq yet.
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It’s certainly a benefit to work with someone who understands and appreciates who we are and how we operate. Even when our ideas aren’t well defined, you’re able to contribute to our conversations and challenge us when necessary. A partnership like this is rare.
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It is so refreshing to speak with a search firm that has a real understanding of how the industry works and who speaks from actual experience.
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The expertise you bring to a young and growing firm like ours is invaluable. Your approach is clearly differentiated from any other recruiting firm we have worked with in the past and we look forward to partnering with you for a long time to come.
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The team and I are so impressed with your leadership and guidance. Your industry knowledge and commitment to aligning our corporate culture with your search efforts on our behalf is unique.
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In my fifteen years of asset management I can't tell you how many phone calls I've received from recruiters. I've never returned one until now and the only reason I did was because of your industry experience. I'm very glad I did.
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Your background in the industry and your approach with candidates makes you feel like a trusted colleague, less a recruiter. It is a welcome change.
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. Seeing where others fell short, we set out to develop a long-term, transparent approach that insures alignment with our clients, resulting in their organization's long-term success.
Our key advantages include:
- 25 years of financial services experience serving in executive level roles.
- 12 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
- Chief Investment Officer
- Emerging Markets Analyst
- Quantitative Analyst
- Real Estate Analyst
- ESG Analyst
- Global Healthcare Analyst
- Japan Analyst
- Technology Analyst
- Structured Credit Analyst
- Long/Short Analyst
- Private Debt Manager
- Int’l Small Cap Portfolio Manager
- Global Value Team Lift-out
- Municipal Bond Team Lift-out
Distribution/ Marketing
- Head of Distribution
- Chief Marketing Officer
- National Sales Manager
- Account Executive
- Institutional Sales Specialist
- Business Development Associate
- Product Manager
- Product Specialist
- Marketing Associate
- Investor Relations/Marketing Specialist
- Digital Marketing Specialist
- Senior Writer/Editor
- Retirement Specialist
- Consultant Relations Manager
Middle/Back Office
- Chief Operating Officer
- Enterprise Manager
- Deputy CFO
- Systems Engineer
- Software Engineer
- Head of Human Resources
- Client Service Associate
- Operations Associate
- Legal Counsel
- Compliance Director
- Risk Manager
- Business Analyst
- Data Scientist
- Senior Consultant
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 the 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
Follow our latest news and thoughts which focuses exclusively on talent identification, compensation planning, management consulting, and market research.
As former buyers of executive search services, we are well aware of the benefits and drawbacks of using such providers. 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.
Contact
Concentriq LLC
27 Marmion Way
Rockport, MA 01966-1818
617.453.3525
27 Marmion Way
Rockport, MA 01966-1818
617.453.3525