About The Position

The Assistant to the Chair (A2C), Executive Strategy Program is an exclusive, fast-track management development internship for high-performing, self-motivated, experienced individuals. Interns support and work alongside members of the Executive Leadership Team, the chair, and the CEO on special projects and initiatives shaping the firm's strategy, business development, and ongoing success. They learn from senior leaders in financial services and regularly participate in Board of Directors meetings and other senior-level management sessions. The internship lasts 10–12 weeks, with target dates of June 7 through August 27, 2027; dates are flexible based on business need and availability. The schedule is Monday through Friday, 40 hours per week. The position is based in the St. Petersburg office and is resident/in-office 4–5 days per week. Raymond James Financial is a diversified financial services firm engaged in investment and financial planning, capital markets, asset management, and banking. The company describes its culture as focused on associate development, mentorship, continuing education, inclusion, and its core values of client-first, integrity, independence, and a conservative, long-term view.

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 must be approved by Human Resources.

Nice To Haves

  • 5 years of relevant business experience is 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 motivating factors for stakeholders.
  • Locate, gather, and analyze information on potential solutions and evaluate their impacts on the firm.
  • Review and analyze financial justification for projects.
  • Prepare and deliver written and oral presentations to senior leaders.
  • Monitor competitor movements and evaluate strategic implications.
  • Use sound judgment to navigate ambiguity, translate broad objectives into actionable plans, and adapt strategies as business needs evolve.
  • Establish and maintain effective relationships with functional areas across the organization.
  • Perform other duties and responsibilities as required.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
  • Associate development opportunities, mentorships, and continuing education options
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