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CompassX Group

Manager - Business Transformation - Capital Markets

CompassX Group, Los Angeles, California, United States, 90079

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Manager - Business Transformation - Capital Markets CompassX Group is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects.

Base pay range: $150,000.00/yr - $190,000.00/yr

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

We are looking for someone with a curious mindset who thrives on solving complex problems, aligning stakeholders, and driving organizational adoption of new processes and technologies.

What You'll Do

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

What You'll Bring

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

Benefits

Competitive salary with performance-based bonus

PTO, 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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.

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