CompassX Group

Manager – Business Transformation, Capital Markets

CompassX Group

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $150,000 - $190,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.
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