Senior Consultant, Mutual Funds Projects & Operations | St Petersburg, FL

Job Description Summary

Hybrid Schedule: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office.

The Mutual Funds department is looking to bring on a Sr Project Consultant to a dynamic Team. You will be pulling data and creating presentations to display before executives. This role focuses on the creation of the project vision and planning documents and manages the implementation, reporting, and performance of the overall project with the expectation of delivering on time, within budget, and to scope.

Job Description

Responsibilities:

• Produce workstream or project plans, ensuring that all activities are identified, are appropriately organized to deliver project objectives, and comply with the organization's project management framework.

• Manage the delivery of research, workshops, and other activities to support the specification and agreement of project deliverables.

• Plan and deliver stakeholder engagement activities to develop effective working relationships for projects and to ensure that stakeholder needs and concerns are identified and met.

• Coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the level of project phases.

• Identify and evaluate risks, issues, dependencies, and constraints associated with the project, escalating matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.

• Draft project review reports and presentations, including key information, commentary, and recommendations, to support the review process and enable stakeholders to evaluate progress and agree on change.

• Lead a small project team; communicate the necessary outcomes and the direction required to achieve them; coordinate team actions on project tasks; request additional team member support when needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring.

• Contribute to reviewing existing operations in own area of work, and generate new ideas to assist in identifying continuous improvements.

• Manage the deployment of project resources, proactively managing project costs, providing forecasts, and presenting variances with narrative at appropriate review points to ensure effective utilization.

• Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.

• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

• Draft elements of product documentation and user training to support handover to business as usual. Contribute to post-project reviews and identification of lessons learned.

• Conduct assurance reviews within the project, facilitate the delivery of assurance reviews by independent third parties, and take appropriate action to resolve any issues identified, so that senior stakeholders have confidence that the project can deliver according to time, budget, and quality.

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Knowledge of:

• Advanced concepts, practices and procedures of project analysis and project management.

• Investment concepts, practices and procedures used in the securities industry.

• Functional, operational and technical requirements of all systems used by assigned functional area(s).

• Concepts of risk management, issue tracking, change management and requirements gathering.

• Information technology support and technical documentation.

• System analysis and business process modeling.<