2027 MBA Internship: Assistant to the Chair, Executive Strategy Program (St. Petersburg, FL)

Raymond James • Saint Petersburg, FL

3d • Onsite

About The Position

The Assistant to the Chair (A2C) Executive Strategy Program is a selective, fast-track management development internship for high-performing, self-motivated, experienced individuals seeking to develop the management and leadership skills needed to succeed at senior levels. Interns work alongside the chair, CEO, and Executive Leadership Team on special projects and initiatives that influence the firm’s strategy, business development, and ongoing success. They learn from senior leaders in financial services and regularly participate in board of directors and other senior-management meetings.

The internship lasts 10–12 weeks, with a target start date of June 7, 2027, and a target end date of August 27, 2027; dates are flexible based on business needs and availability. The schedule is Monday through Friday, 40 hours per week. The position is resident at the St. Petersburg office, with in-office attendance 4–5 days per week.

The role develops and evaluates strategic initiatives across business units, supports long-range planning, and drives initiatives from proposal through execution. It involves analyzing business cases, potential solutions, financial justifications, and competitor activity; presenting findings and recommendations to senior leaders; and coordinating across organizational functions. The intern is expected to use sound judgment in ambiguous situations, work independently, lead cross-functional efforts without direct reporting authority, and adapt plans as business needs change.

Requirements

• Currently enrolled in the first year of a fully accredited, full-time MBA program.
• At least 3 years of relevant business experience.
• Legally authorized to work in the United States without requiring visa sponsorship now or in the future, including beyond OPT/EAD.
• Knowledge of business planning and analysis, advanced principles of finance and banking, financial markets and products, and corporate strategy.
• Skill in preparing and delivering written and oral presentations; implementing process-improvement initiatives; managing projects using established methodologies; coordinating and reporting activities across organizational lines; and preparing surveys, summaries, and written recommendations.
• Ability to analyze issues, evaluate alternatives, develop proposals, and present recommendations.
• Ability to perform financial analysis and modeling to inform strategic decision-making.
• Ability to lead cross-functional initiatives without direct reporting authority and operate independently with little direct supervision.
• Ability to lead others in providing a high level of customer service and encourage and support team participation.
• Ability to prioritize and manage multiple projects in a fast-paced, dynamic environment, proactively address issues, and develop solutions.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Nice To Haves

• Five years of relevant business experience preferred.

Responsibilities

• Develop long-term strategic plans in partnership with senior leaders and contribute to the long-range planning process.
• Drive large-scale initiatives from origination through execution.
• Prepare project proposals and plans.
• Understand the business cases behind initiatives and the factors motivating stakeholders.
• Locate, gather, and analyze information on potential solutions and evaluate their impacts on the firm.
• Review and analyze financial justifications for projects.
• Prepare and deliver written and oral presentations to senior leaders.
• Monitor competitor movements and evaluate their strategic implications.
• Translate broad objectives into actionable plans and adapt strategies as business needs evolve.
• Establish and maintain effective relationships with functional areas across the organization.
• Participate in executive meetings, including Board of Directors, Operating Committee, Budget, and Department Head meetings.
• Perform other duties and responsibilities as required.

Benefits

• Medical, dental, and vision coverage may be available.
• Life insurance, critical illness insurance, and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings benefits may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern