Your Full-Cycle
Talent Partner
for...
Boutique
Investment Firms
High Level
Retained Search
Matching Great Talent
with the Right Environment
Outplacement Services
and Team Workshops
Your Full-Cycle Talent Partner
At CRC, we partner with boutique investment firms, RIAs and institutional investment consultants to confidentially build, strengthen, and transition their teams.
As your Full-Cycle Talent Partner, we support the entire employee lifecycle: hiring, sourcing, coaching, and outplacement. This holistic approach ensures you have the right people at the right time — and that transitions are handled with professionalism and care.
Traditional Retained and Continency Search
Our specialty is discreet, targeted recruiting that surfaces the top 15% of talent in the market — without broadcasting your search.
Our search model is built for firms seeking a true partner to deliver top-tier talent and provide the necessary support and service to “close the deal”. Roles include financial & wealth advisors, research analysts, portfolio managers, CIOs, business developers and client service professionals.
- Deep Discovery: We invest time in understanding your firm’s story, culture, and investment process
- Confidential Targeting: We protect your brand while sourcing top candidates
- Precision Selection: We prioritize cultural alignment and long-term performance potential
The Right Fit Changes Everything
The most qualified candidate isn’t always the right candidate.
Long-term success depends on the alignment between the individual, the role and the organization—including leadership style, culture, expectations, decision-making and the environment in which someone performs best.
At CRC, we look beyond experience and credentials to understand where great talent is most likely to thrive.
Because a great hire isn’t just about finding great talent. It’s about finding the right fit.
Our Proven 6-Step Path to a Successful Hire
- Discovery & Alignment – Capture your firm’s culture, philosophy, and goals
- Market Mapping – Build a curated target list across competitors and adjacencies
- Outreach & Engagement – Attract the top 15% of this talent pool with targeted messaging
- Evaluation & Vetting – Assess skills, culture fit, and career alignment
- Shortlist & Presentation – Deliver only the most qualified and engaged candidates
- Offer & Retention – Close offers and ensure smooth onboarding
Outplacement Services
Being a full-cycle talent partner also means supporting you during times of change and protecting your corporate reputation. Offering these services strengthens your employer brand and shows your commitment to people — even when difficult decisions must be made.
Outplacement Programs:
- Provide career transition support for departing employees
- Preserve morale for remaining staff
The Investment Areas that we focus on:
- Financial and Wealth Advisory
- Public Equity and Fixed Income
- Private Equity and Credit
- Real Estate and Real Assets
- Long Only and Long/Short
- Alternative Asset Classes
The Talent pool we focus on:
- Financial Advisors
- Wealth Advisors
- Research Analysts
- Lead and Co-Portfolio Managers (PMs)
- Chief Investment Officers (CIOs)
- Institutional and Retail Business Developers