Regional Operations Center

The Challenge

  • Fortune 500 financial services company was seeking to diversify its operations through the establishment of a new regional operation center for over 700 employees. 
  • Needed to hire Series 7 financial advisors who consult with clients on life planning, insurance, and investments. 
  • Needed a location that offered the optimal balance of skilled labor, market scalability, the overall cost of doing business, real estate, and economic incentives.


The Solution

  • Developed employee profiles for each business unit based on skill-sets, educational attainment, licenses requirement, and industry experience. 
  • Filtered 930 communities based on a complex process to identify 8 metro areas meeting the general criteria for the project. 
  • Conducted a comprehensive analysis to identify 2 finalist metro areas for on-site due diligence and negotiations.

The Result

  • Identified the optimal metro area after extensive tours of the finalist locations.
  • Conducted in-depth submarket analysis of the metro area to identify the optimal geography within the metro area to locate.
  • Secured a 100,000-square-foot facility on the busiest transportation corridor for maximum exposure.
  • Negotiated a cash grant of a $1.25 million economic incentive package.  


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