Category: Financial Services


CBI solves critical workforce & restructuring issues for national financial services firm.

March 6th, 2013

Customer Challenge

Our customer anticipated many Human Resources and Recruitment challenges due to considerable corporate restructuring, acquisition integrations and a pending relocation. They were concerned about how current employees would handle the changes and at the same time needed to fill key strategic positions to manage the corporate redirection. The company had already engaged a large national RPO vendor but they were looking for an alternative solution to address strategic issues outside the scope of the RPO agreement. The primary focus was hard-to-fill functional and professional level positions in Marketing, Business Development, and across the Human Resources department. Additionally, their cost cutting initiatives created a need for outside support following a reduction in headcount at the VP and Executive level.

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Talent acquisition strategy and delivery provided for CPA firm’s national expansion.

December 1st, 2011

Customer Challenge

Our client secured a relationship with a worldwide financial services organization headquartered in Manhattan and as a result was looking to engage more than 350+ professional resources across major markets in the United States. While excited by the opportunity to service customers through a national expansion, the company needed to increase staff quickly to support this growth, while maintaining their integrity and hiring values. Having already demonstrated the ability to understand and advise this organization on many issues on the people-side of the organization, CBI Group earned the opportunity to create a solution for this challenge.

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Ten year partnership with CBI Group allows key staff to focus on core business strategies.

December 1st, 2011

Customer Challenge

A leading global provider among wealth and investment management firms was faced with a large number of open requisitions and pressure to increase compliance. A recruiter in the Workforce Development group was promoted and this created a backlog of integral positions that required immediate fulfillment.

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