Manager - Business Transformation - Capital Markets

CompassX is a boutique consulting firm specializing in capital markets and financial services.

Our Business Transformation team works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems. This role is ideal for someone curious, 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.