Manager - Business Transformation - Capital Markets

United States·IrvineFull-Timemid

OtherCapital Markets

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Quick Summary

Overview

Key Responsibilities

Our Business Transformation team works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems.

Technical Tools

system-design

CompassX 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. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants.

We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S.

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.

This role is ideal for someone with a curious mindset who thrives on solving complex problems, aligning stakeholders, and driving organizational adoption of new processes and technologies. You’ll act as a trusted advisor to senior leaders while rolling up your sleeves to deliver solutions that stick.

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.

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.

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