Manager - Business Transformation - Capital Markets

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.

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.

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.