2026 Summer Associate - RCS Project Management - St. Petersburg, FL

Raymond James Financial, Inc. • Saint Petersburg, FL • 2h ago

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.

Department Overview

The RIA & Custody Services Division (RCS) serves as a clearing firm for independent broker-dealers and as a custodian for independent Registered Investment Advisor firms (RIAs).

Job Summary

The summer associate will have the opportunity to work directly at all levels of the department including senior leadership. Curiosity and innovation skills will be key when participating in projects that will impact the department for years to come. Understanding of the regulatory agencies that oversee Broker-Dealer and RIA firms will be essential in understanding how the different areas of the business work together to mitigate risk and implement product solutions while delivering superior client experience.

The summer associate position is a temporary role.

Start Date: Monday, June 1, 2026

End Date: Friday, August 7, 2026

Work Schedule: Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

Gain in-depth exposure andhands-onexperience working with teams dedicated to providing operational excellence for RIAs and Introducing Broker Dealers.

Participate in initiatives aimed at continuous process and infrastructure improvements;identifyareas of operational inefficiency and implement proposed enhancements.

Support project managers in developing project plans, timelines, and deliverables.

Track progress and update project documentation, including status reports and meeting notes.

Assistin scheduling meetings, preparing agendas, and coordinating communication between stakeholders.

Helpidentifyrisks andissues andescalate them appropriately.

Participate in team meetings and contribute ideas for process improvements.

Maintain project management tools and ensureaccuratedata entry.

Defineand track success criteria for assigned initiatives with a focus on operational efficiency and due diligence.

Assistothers working with cross-functional stakeholders (Client Engagement, Complex Client Solutions, Finance, Business Development) to communicate and provide necessary updates

Participate in leadership mentorship meetings with RCS Chief Operating Officer.

Operates standard office equipment and uses required software applications.

Performs other duties and responsibilities as assigned.?

Knowledge, Skills, and Abilities

Knowledge of

Microsoft Office functions (Excel, Word, PowerPoint, Visio is a plus).

FINRA and the SEC and how they oversee RIAs and Broker Dealers.

Understandingoffinancial markets and products.

Relationship management software and applications is a plus.

Fundamental concepts, practices, and proceduresofa professional office environment.

Skill in

Creating process documentation and diagrams.

Preparing and delivering written reports.

Effective time management and ability to meet set deadlines.

Presenting tolarge and small audiences.

Critical thinking and the ability toidentifyareas of risk to the organization.

Operating standard office equipment andusing orhaving the ability to learn,requiredsoftware applications.

Ability to

Research complex issues and involveappropriate partiesin decision making.

Gather information toidentifytrends andutilizethat information to drive improvements.

Build andmaintainstrong working relationships with internal and external partners.

See the larger picturetoseek out areas for business improvements.

Organize and prioritize multiple tasks and meet deadlines.

Communicate effectively, both orally and in writing.

Work independently and collaboratively within a team environment.

Providea high levelof customer service.

Establish andmaintaineffective working relationships.

Educational/ Previous Experience Requirements

Freshmanor Sophomorestanding(December 2027-May 2029graduates) pursuing a bachelor's degree in business, finance, or related field.?

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

Nonerequired.

Location

Hybridposition- St. Petersburg, FL

No travelrequired.

Similar Jobs

Manager, Industry Solutions, Life Science

Deloitte • Tampa, FL • 3h ago

Management & Administrative

Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and re-...

3h ago

Go to Apply

Planisware Senior Consultant, Industry Solutions, Life Science

Deloitte • Tampa, FL • 3h ago

Management & Administrative

3h ago

Go to Apply

Oracle Cx Senior Manager

Deloitte • Tampa, FL • 4h ago

Management & Administrative

Our Deloitte Sales & Service team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design...

4h ago

Go to Apply

Payer STARS/Quality Operations Consultant, Manager

PwC • Tampa, FL • 8h ago

Management & Administrative

Specialty/Competency: Operations Industry/Sector: Health Services Time Type: Full time Travel Requirements: Up to 80% At PwC, our people in operations consulting specialise in providing consulting services on optimising...

8h ago

Go to Apply

Operations Business Development Manager

Intertek • Tampa, FL • 8h ago

Management & Administrative

Intertek-PSI Operations Business Development Manager Intertek, a leading provider of quality and safety solutions to many of the world's top-recognized brands and companies, is actively seeking a Operations Business Deve...

8h ago

Go to Apply

ADMINISTRATIVE ASSISTANT (FULL TIME)

Compass Group, North America • Riverview, FL • 13h ago

Management & Administrative

Morrison Healthcare We are hiring immediately for a full time ADMINISTRATIVE ASSISTANT position. Location : AdventHealth Riverview - 9320 Highway 301 South, Riverview, FL 33578. Note: online applications accepted only ....

13h ago

Go to Apply

Executive Administrative Assistant II

Elevance Health • Tampa, FL • 19h ago

Management & Administrative

Executive Administrative Assistant II Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-li...

19h ago

Go to Apply

Senior Supplier Account Manager

GE Aerospace • Clearwater, FL • 23h ago

Management & Administrative

Job Description Summary The Supplier Account Manager ensures hardware order coverage for future demand and leads supplier engagement regarding existing orders for owned suppliers within a commodity. Responsibilities incl...

23h ago

Go to Apply

Senior Supplier Account Manager

GE Aerospace • Tampa, FL • 23h ago

Management & Administrative

23h ago

Go to Apply

National Sales Manager

Insight Global • Tampa, FL • 1d ago

Management & Administrative

Job Description Insight Global is seeking an experienced and dynamic National Sales Manager to lead our client's nationwide sales strategy and team. This role combines leadership, strategic planning, and hands-on selling...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.