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

• Carry out business process analysis and design future-state processes for Capital Markets operations, trading, and investment management functions.
• Conduct workshops with stakeholders across trading, operations, compliance, and portfolio management to align requirements and translate them into actionable solutions.
• Optimize processes and redesign operating models to enhance efficiency, effectiveness, and regulatory compliance.
• Guide clients through the ideation and implementation phases of new systems, reporting tools, or operational workflows, focusing on user adoption and sustainable change.
• Collaborate with technology teams to ensure that business needs are integrated into system design and implementation.
• Support change management efforts, including training, communications, and adoption strategies, for complex financial products and processes.

Requirements

• At least 6 years of consulting or industry experience in business transformation, solution design, or process optimization.
• A 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

• Passionate about solving complex problems and driving organizational change.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and handle multiple tasks simultaneously.

Skills

• Business Process Design
• Change Management
• Transformation Initiatives
• Data-Driven Decision Making
• Financial Products Knowledge
• Technology Integration
• Stakeholder Management
• Client Relationship Building

Benefits

• Competitive salary with performance-based bonus.
• Paid time off, holidays, and sabbatical program.
• Health, dental, vision, and life insurance.
• Retirement 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

Full-time position.

Company Culture

At CompassX, we believe in creating a small-firm culture where employees can find their own path, shape their client work, and maintain a direct line to leadership. We serve local Southern California clients, allowing consultants to see the impact of their work and build lasting relationships within their communities.

Equal Opportunity Employer

We are committed to providing equal employment opportunities to all individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by law.