CompassX Group · 4 months ago
Manager - Business Transformation - Capital Markets
CompassX Group is a boutique business and technology consulting firm that helps clients deliver strategic initiatives across various industries. The role involves leading business transformation efforts in the Capital Markets and Financial Services sectors, focusing on process redesign, stakeholder alignment, and the implementation of sustainable solutions.
Business DevelopmentConsultingInformation TechnologyManagement Consulting
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
Qualification
Required
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
Benefits
PTO, holidays, and sabbatical program
Health, dental, vision, and life insurance
Retirement plan with company match from day one
Learning and professional development support
Company
CompassX Group
Business Management, IT Consulting
H1B Sponsorship
CompassX Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Early StageRecent News
2025-01-11
Company data provided by crunchbase