CompassX Group

Manager - Business Transformation - Capital Markets

Irvine, CA · Senior

Sponsorship not specified$150k-$190kDetected 316 days ago

ComplianceProcess ImprovementCommunication

About 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.

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.
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.
Familiarity with data-driven decision-making and how data informs process design.
Our consultants say CompassX is a place where they can truly find their own path.

As part of a smaller firm, they see the impact of their work, have an identity, and know their voice matters.

This listing is sourced directly from CompassX Group's careers page and normalized into a canonical job model.