Manager - Business Transformation - Capital Markets

About the role

The Business Transformation team at CompassX works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems. This could involve leading a business process redesign for a trading desk, implementing new regulatory compliance solutions, or assisting a global investment manager in modernizing client reporting.

Responsibilities

• Conduct business process analysis and design future-state processes for Capital Markets operations, trading, and investment management functions
• Lead workshops with stakeholders across trading, operations, compliance, and portfolio management to align requirements and translate them into actionable solutions
• Drive process optimization and operating model redesign to improve efficiency, effectiveness, and regulatory compliance
• Guide clients from ideation through implementation of new systems, reporting tools, or operational workflows, with a focus on user adoption and sustainable change
• Partner with technology teams to ensure business needs are reflected in system design and implementation
• Support change management efforts, including training, communications, and adoption strategies, for complex financial products and processes

Requirements

• 6+ years of consulting or industry experience in business transformation, solution design, or process optimization
• Strong background in business process design, change management, and transformation initiatives
• Proven ability to manage stakeholders and communicate effectively with cross-functional teams and senior leaders
• Experience working with or alongside technology teams, with comfort in bridging business and technical needs
• Familiarity with data-driven decision-making and how data informs process design
• Knowledge of financial products (derivatives, equities, fixed income, FX, commodities, etc.) and/or relevant industries such as investment banking, custody, fund administration, or asset management
• A track record of delivering complex projects where organizational adoption was critical to success

Qualifications

• Competitive salary with performance-based bonus
• PTO, holidays, and sabbatical program
• Health, dental, vision, and life insurance
• Retail plan with company match from day one
• Learning and professional development support
• Small-firm culture with direct access to leadership

Skills

• Curious mindset
• Thrives on solving complex problems
• Aligns stakeholders
• Drives organizational adoption of new processes and technologies

Benefits

• Competitive salary with performance-based bonus
• PTO, holidays, and sabbatical program
• Health, dental, vision, and life insurance
• Retail plan with company match from day one
• Learning and professional development support
• Small-firm culture with direct access to leadership

Pay

Competitive salary with performance-based bonus

Schedule

Flexible schedule to accommodate client needs