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Manager - Business Transformation - Capital Markets

CompassX Group· Solutions – Business Transformation
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Hybrid (Irvine, CA / Los Angeles, CA)$150k - $190kFull-timePosted 11mo ago

About the role

Role focused on leading business transformation initiatives within Capital Markets and Financial Services, guiding process redesign, regulatory compliance implementations, and modernization of client reporting while driving adoption and stakeholder alignment.

Responsibilities

  • 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.

Qualifications

  • 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.

Skills

Required:Business process designChange managementStakeholder managementBridge business and technical needs

Benefits

  • 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
Last updated Oct 21, 2026. Interested? Apply on the company site.

About CompassX Group

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A Business and Technology Consulting Firm

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