CompassX Group · 4 weeks ago
Manager - Business Transformation - Capital Markets
CompassX Group is a boutique business and technology consulting firm that helps clients with strategic initiatives. The Manager in Business Transformation will lead projects in the Capital Markets sector, focusing on business process redesign and stakeholder alignment to implement effective 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
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
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