Sr. Project Consultant | Mutual Fund Operations

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision

Retirement savings

Paid time off

Job summary

Raymond James in St. Petersburg, FL, seeks a project management professional to support Mutual Fund Operations.

The role collaborates with Technology and business teams to resolve production issues, implement process changes, and drive efficiency within a hybrid work model. Responsibilities include leading projects end-to-end, gathering requirements, and coordinating testing and implementation with both operations and tech teams.

Qualifications

• Mutual fund operations knowledge and supporting applications.
• Experience planning and managing project work within time and budget.
• Strong analytical, problem-solving, and communication skills.

Responsibilities

• Manage projects from initiation to delivery, ensuring on-time completion within budget and scope.
• Provide day-to-day support to Mutual Fund Operations and coordinate with Technology.
• Lead business process changes, including requirements, testing, and implementation.
• Collaborate across Operations and Technology to resolve issues and drive improvements.
• Identify risks and establish mitigation plans.
• Engage stakeholders across departments to address concerns.

Skills

Mutual fund operations

Project management

Risk management

Stakeholder communication

Education

High School diploma

Job description

Job Description Summary

Job Description Summary Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. Raymond James’ work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm. This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday. Provides project management and day-to-day operational support to the Mutual Fund Operations departments. Partners closely with Technology and business teams to resolve production issues, implement business process changes, and identify improvements. Brings working knowledge of mutual fund operations processes, functions, and applications to guide departments toward sound decisions, manage risk, and improve efficiency.

Job Description 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, serving as the link between operations teams and technical teams. Provide direction and guidance to operations teams so they can make well-informed decisions. Identify and evaluate risks, issues, dependencies, constraints, and control gaps, escalating matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns. Review existing operations and processes, and identify and recommend efficiency opportunities and continuous improvements. Plan and deliver stakeholder engagement activities to develop effective working relationships across Operations, Technology, and other business partners, and to ensure stakeholder needs and concerns are identified and met.

Skills

Working knowledge of mutual fund operations teams, processes, functions, and supporting applications, with enough depth to advise and guide departments (subject matter expertise is not required). Plan and manage project work assignments within desired cost, time, and quality parameters. Plan, identify, monitor, analyze, and prioritize risks (threats and opportunities), create response plans, and manage the risk if it occurs. 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, balancing project work with production support. Ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, archiving, and disposition of project information.

Licenses/Certifications

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). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.

Education

High School (HS) - Completed (Required)

Work Experience

General Experience - 7 to 12 months

Workstyle

Hybrid

Travel

Less than 25%

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.

Expectations

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Values

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About the Company

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Company Culture

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.