Raymond James Overview
One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Summary
Under limited supervision, uses knowledge and skills obtained through education and experience to coordinate, monitor and assist in the implementation of marketing and communications tactics and projects. Performs entry to intermediate level project management analysis and/or project administration tasks. General guidelines are provided to perform a variety of tasks with some independent decision making responsibility. Responsible for basic client support, while triaging and/or directly addressing routine questions and solutions. Regular contact with internal and external stakeholders or clients is required to obtain, clarify or provide facts and information.
Essential Duties and Responsibilities
Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often includes adapting existing materials to fit existing needs; and/or providing pathways to successful initiative completion.
Assists in implementing marketing strategies and plans by coordinating the creation and production of marketing and communications materials, including reviewing specifications and requirements; obtaining and preparing bids; and acting as a liaison with vendors.
Supports execution of established marketing plans through effective internal (agency) and external (client) communications and/or project management
May coordinate the organization, maintenance and updating of client, investment product, department offering and service information on the organization's intranet system.
Contributes to the development of tutorials, best practices and documentation for internal/departmental and/or external/client reference.
Provides basic consulting to clients in order to resolve immediate questions and/or requests
Identifies opportunities to respond to Requests for Proposal (RFP); and researches, prepares and tracks responses.
Manage intake process for projects; builds and executes project plans.
Assists in preparing financial information or other general reports.
Conducts basic marketing research and compiles results and insights for projects, as assigned.
Coordinates the creation and production of marketing and communications materials (including copy, layout, Web design and/or audio/visual material) through the internal marketing agency.
Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests.
May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency.
Assists marketing leadership with special projects related to timely business needs
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
Principles and practices of customer relations, marketing and communications.
Basic concepts, practices and principles of project management methodology including project management, analysis, administration and documentation.
Fundamental investment concepts, practices and procedures used in the securities industry.
Skill in
Creating and maintaining project documentation and communications.
Coordinating projects, communicating changes and progress, and completing projects on time and budget.
Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively; strong writing and analytical skills
Demonstrating accuracy and thoroughness while applying feedback to improve performance.
Completing tasks on time or notifying the appropriate stakeholder with an alternate plan.
Collecting, researching and analyzing data.
Exercising judgment and self-direction to independently complete projects and tasks.
Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, data base and internet reference service applications.
Conducting research using the Internet and other resources, compiling results and preparing reports.
Ability to
Communicate effectively, both orally and in writing, with all organizational levels.
Work independently and manage multiple projects with changing priorities in a fast-paced environment.
Provide a high level of customer service.
Identify and resolve problems in a timely manner.
Work independently as well as collaboratively within a team environment.
Continuously build knowledge and skills in project management.
Respond promptly to customer needs, respond to requests for service and assistance and meet commitments.
Read and interpret written information.
Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process.
Deal with frequent change, delays, or unexpected events.
Education/Previous Experience
Bachelor's degree (B.A) in business, finance, marketing or a related field with a graduation date of December 2025 or May 2026
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
None Required.
Location: St. Petersburg, FL
Travel
Travel Required: No
