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 and Orange County (Hybrid)
Role Description:
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 Senior Managers to have several of the following:
7+ years of total experience, including 5+ years in a project or program management role
Ability to analyze business processes and define improvement opportunities across people, process, technology, and data
Strong communication skills and ability to influence across business and technical teams
Comfort with translating business requirements into actionable, data-driven insights
Ideal candidates will be comfortable navigating these operational areas and advising on process improvements, risk mitigation, and scalable solutions that align with industry standards
Solid understanding of key asset management functions, including but not limited to the movement and reconciliation of client assets, processing and oversight of complex investment vehicles (such as derivatives)
Experience in investment operations and understanding of securities, corporate actions, and investment instruments
Experience working with platforms such as: SimCorp, Dimension, SS&C, CRD, Eze, Bloomberg AIM, Thinkfolio, Enfusion, FINBOURNE, WealthFluent, or Aladdin
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
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