Sr. Project Consultant | Mutual Fund Operations

Raymond James; Saint Petersburg (FL); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Raymond James is seeking an Operations Project Manager to administer and support Mutual Fund Operations projects in a hybrid work environment. The role collaborates with Technology and business teams to resolve production issues, drive process improvements, and guide decisions.

The ideal candidate brings knowledge of mutual fund operations, strong planning, and risk management skills, plus the ability to translate business needs for tech partners.

Qualifications

• Bachelor level or above not required but advanced coursework helpful (not specified).
• SIE certification within 120 days is required or ability to obtain.
• Series 99 certification required within 120 days; persons with Series 6/7/17/37/38 or principal-level registrations may qualify for Series 99.

Responsibilities

• Manage projects 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 on production issues, coordinating with Technology for timely resolution.
• Lead and support business process changes and enhancements, including requirements gathering, impact assessment, testing coordination, and implementation, with Technology coordination.
• Partner with Technology throughout the project and change lifecycle, serving as the link between operations teams and technical teams.
• Provide direction and guidance to operations teams to enable well-informed decisions.
• Identify and evaluate risks, issues, dependencies, constraints, and control gaps; develop and implement solutions as needed.
• Review existing operations and processes to identify efficiency opportunities and continuous improvements.
• Plan and deliver stakeholder engagement activities across Operations, Technology, and other partners to meet needs and concerns.

Skills

Project management

Stakeholder communication

Risk management

Problem solving

Requirements gathering

Cross-functional collaboration

Education

High School Diploma

Job description

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.

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

Travel

Less than 25%

Workstyle

Hybrid

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.

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.

We Expect Our Associates At All Levels To

• 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

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.

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