CareerPlan

Sr. Project Consultant | Mutual Fund Operations

Saint Petersburg, Florida - United StatesFull-time2026-11-05 → 2026-11-11
Hybrid · United StatesNo visa sponsorship

Core

Provide project management and operational support to Mutual Fund Operations departments, partnering with Technology to resolve production issues and implement process changes.

Role type

Senior Project Consultant (Mutual Fund Operations)

Builds

Operational efficiency improvements and production issue resolutions for Mutual Fund Operations

Domain

Financial Services / Mutual Funds

Required skills

Project management, Mutual fund operations knowledge, Risk management, Analytical problem solving, Stakeholder engagement, Process improvement

Preferred skills

FINRA licensing (SIE, Series 99), Technology partnership experience

Technologies

Mutual fund applications, Project management tools

Responsibilities

Manage projects from initiation to implementation, Provide day-to-day support on production issues, Lead business process changes and enhancements, Partner with Technology teams, Identify and mitigate risks, Recommend operational efficiency improvements

Seniority

Mid-level (7-12 months experience required)