Manager - Business Transformation - Capital Markets
Company: CompassX Group
Location: Irvine
Posted on: February 19, 2026
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Job Description:
Job Description Job Description CompassX is a boutique business
and technology consulting firm. We help Fortune 500 and high-growth
clients deliver their most strategic initiatives, from enterprise
transformations to digital and data-driven projects. With over 15
years of proven results, we’ve expanded across industries including
financial services, pharmaceuticals, aerospace, consumer products,
and quick service restaurants. We are honored to be recognized as a
three-time winner of Consulting Magazine’s Best Boutique Firms to
Work For, and previously recognized as a “Best Place to Work” in
Southern California and one of INC.’s 5000 fastest-growing private
companies in the U.S. 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. You’ll act as a trusted
advisor to senior leaders while rolling up your sleeves to deliver
solutions that stick. What You'll Do 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. What You'll Bring 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 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. They value the freedom to take the reins of their
careers, shape their client work, and maintain a direct line to
leadership. With CompassX’s focus on serving local Southern
California clients, consultants not only build lasting
relationships but also see the results of their work in the
communities where they live. At CompassX, you won’t just follow a
path - you’ll create one. We may use artificial intelligence (AI)
tools to support parts of the hiring process, such as reviewing
applications, analyzing resumes, or assessing responses. These
tools assist our recruitment team but do not replace human
judgment. Final hiring decisions are ultimately made by humans. If
you would like more information about how your data is processed,
please contact us.
Keywords: CompassX Group, Gardena , Manager - Business Transformation - Capital Markets, Accounting, Auditing , Irvine, California
