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:


  • 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

Thought Leadership

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


Concentriq LLC
2 Princemere Lane
Wenham, MA 01984

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