Lead complex projects as the primary client contact, managing communications, project scope, risks, and resources, while collaborating with clients to assess business requirements and improve processes.
About Us:
At CompassX, our clients rely on us to lead high-priority strategic initiatives and transformational projects. Our mission is to create a community of people who come up with innovative approaches and deliver the best outcomes for our clients.
You will have the opportunity to leverage your experience, creativity, and skills to impact your clients and influence the trajectory of our firm to achieve growth for the team and your career.
We are honored to be recognized as a “Best Place to Work” in Southern California and listed as one of INC.’s 5000 fastest-growing private companies in the U.S.
Location: Serving our clients in Los Angeles, Orange, San Diego, and Ventura counties (Hybrid)
Role Description:
We are looking for Solutions Managers in the Financial Transformation space. As a Senior Manager in the Financial Services space, you will be leading complex projects and be responsible for communications, project scope, schedules, risks, and resource planning. This candidate should have strong communication skills and will need to work with business users to document process flows, gather requirements, and partner with internal IT and external vendors to deliver solutions for the requirements. As you develop your relationships, you will have the opportunity to grow our presence on the account and bring value to the client.
Also, as a valued member of the company, we would invite you to contribute to the growth of the firm. Your participation could be on the account, practice areas, recruiting, mentoring, or internal initiatives.
We look for our Financial Service Senior Managers to have several of the following:
- 5+ years performing in a project manager role
- 7+ years of total experience
- 3+ yrs with a premier consulting firm
- Familiarity with similar platforms including but not limited to: SimCorp, Dimension, SS&C, CRD, Eze, Bloomberg AIM, Thinkfolio, Enfusion, FINBOURNE Technology, WealthFluent, and Aladdin
- Demonstrate working knowledge of investment operations (e.g., accounting, compliance, reporting).
- Apply knowledge of securities and corporate actions, including the characteristics of investment instruments and market practices.
- Participate in continuous improvement initiatives, aiming for straight-through processing and improved team effectiveness.
- Collaborates with clients to define and document business requirements, assessing gaps between existing processes and desired outcomes.
- Define and analyze complex problems that incorporate people, process, technology, and data dimensions.
- Conduct in-depth end-to-end research and root cause analysis to inform solution design.
- Design and prototype business models that enhance operational efficiency and user experience.
- Identify and apply opportunities to use data more comprehensively in process improvement and automation.
- Evaluates and assesses initial business and IT processes to identify areas for improvement.
- Ability to engage in designing and developing business solutions, contributing to the technical design of complex projects.
- Supports the validation and approval of applications and enhancements through a structured testing process.
- Identify root causes and generate innovative, value-optimizing solutions.
- Translate business data into actionable insights using quantitative methods and statistical modeling.
You'll fit right in if you:
- Provide an excellent customer experience through your client interactions and deliverables.
- Are excited for growth and open to change.
- Are deeply interested in being a team player and building relationships.
- Are proactive in taking on responsibilities and accountability.
- Are dedicated and driven toward achieving goals.
Benefits:
- Competitive base salary plus a generous upside variable compensation model
- Annual performance reviews that are straightforward and transparent
- PTO plus holidays plus sick time
- Sabbatical program
- Health, dental, vision, term life, AD&D
- Retirement plan with company matching
- Continuous education investments to grow your skills & knowledge
- Small firm feel and direct relationships with the Executive Leadership Team
- Opportunity to design and build a firm
- Remote working options
- Opportunity to build a professional network in your own community
CompassX Group Irvine, California, USA Office
300 Spectrum Center Drive, Suite 400, Irvine, CA, United States, 92618
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