Sr. Project Consultant | Mutual Fund Operations

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

The Sr. Project Consultant provides project management and day-to-day operational support to Mutual Fund Operations departments. The role partners closely with Technology and business teams to resolve production issues, implement business process changes, and identify improvements. It uses working knowledge of mutual fund operations processes, functions, and applications to guide departments toward sound decisions, manage risk, and improve efficiency. This is a hybrid role. The associate is expected to work from a Raymond James office location at least three days per week, including either Monday or Friday. Travel is less than 25%. The role is not eligible for work visa sponsorship, either currently or in the future. The position requires a completed high school education. General experience of 7 to 12 months is listed. The SIE and Series 99 are required, or must be obtained within 120 days, subject to the stated exemption and qualification provisions for Series 99 registration. Total compensation includes base salary or wages and may include additional compensation, discretionary bonuses, or commissions. The position may be eligible for benefits including medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, and parental leave; eligibility and specific offerings may vary by position and employment status.

Requirements

Working knowledge of mutual fund operations teams, processes, functions, and supporting applications sufficient to advise and guide departments; subject matter expertise is not required.
Ability to plan and manage project work assignments within desired cost, time, and quality parameters.
Ability to plan, identify, monitor, analyze, and prioritize risks, create response plans, and manage risks if they occur.
Strong analytical and problem-solving skills, including root-cause analysis and gap identification.
Ability to translate business needs for Technology and technical constraints for business partners.
Strong written and verbal communication, facilitation, and influencing skills.
Ability to manage multiple priorities and balance project work with production support.
Completed high school education.
SIE required or ability to obtain within 120 days, as required by FINRA, provided that an exemption or grandfathering cannot be applied.
Series 99 required or ability to obtain within 120 days, as required by FINRA. Certain holders of other listed registrations qualify to register as an Operations Professional (Series 99) without passing the examination.

Responsibilities

Manage projects of varying size and complexity from initiation through implementation, including planning, status reporting, and delivery on time, within budget, and to scope.
Provide day-to-day support to Mutual Fund Operations departments on production issues, working regularly with Technology to drive timely resolution.
Lead and support business process changes and enhancements, including requirements gathering, impact assessment, testing coordination, and implementation, in coordination with Technology.
Partner with Technology throughout the project and change lifecycle, including requirements, solution design review, testing, and implementation, acting as a link between operations and technical teams.
Provide direction and guidance to operations teams to support well-informed decisions.
Identify and evaluate risks, issues, dependencies, constraints, and control gaps; escalate matters as appropriate and develop, agree on, and implement solutions where necessary.
Review existing operations and processes and identify and recommend efficiency opportunities and continuous improvements.
Plan and deliver stakeholder engagement activities to build effective relationships across Operations, Technology, and other business partners and ensure stakeholder needs and concerns are identified and met.
Manage project work assignments within desired cost, time, and quality parameters.
Plan, identify, monitor, analyze, and prioritize risks, create response plans, and manage risks if they occur.
Balance multiple priorities, including project work and production support.
Ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, archiving, and disposition of project information.