Manager – Business Transformation, Capital Markets
CompassX Group
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $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.