Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

Job Description

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 individual chosen for this role will have the opportunity to work directly with all levels of the department, including senior leadership. Curiosity, innovation, and problem-solving 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 , 202 6

End Date: Friday, August 7 , 202 6

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

Duties and Responsibilities

• Gain in-depth exposure and hands-on experience working with teams build excellence for RIAs and Introducing Broker Dealers.

• Participate in initiatives aimed at continuous process and technology improvements; identify areas of operational inefficiency and implement proposed enhancements.

• Learn how to define and track success criteria for assigned initiatives with a focus on operational efficiency and due diligence.

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

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Microsoft Office functions (Excel, Word, PowerPoint)

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

• Fundamental concepts of financial markets and products.

• Software and application development is a plus.

Skill in

• Critical thinking and the ability to think outside the box .

• Preparing and delivering written reports.

• Effective time management and ability to meet set deadlines.

• Presenting to large and small audiences.

• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to

• Problem solve complex issues.

• Research complex issues and involve appropriate parties in decision making.

• Gather information to identify trends and utilize that information to drive improvements.

• Build and maintain strong working relationships with internal and external partners.

• See the larger picture in order to seek 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.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/ Previous Experience Requirements

• Junior or Senior standing (December 2026-May 2028 graduates) 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

• None required .

Location

• Hybrid position - St. Petersburg, FL

• No travel required .

Education

Work Experience

Workstyle
Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF