Job Description Summary

Job Description

Raymond James Overview

Build a long-term career at a leading Fortune 500 diversified financial services firm.

Raymond James Financial (NYSE: RJF) is a broadly diversified financial services firm engaged in investment and financial planning, capital markets, asset management, and banking. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.

Raymond James has over 8,900 financial advisors serving clients and over $1.9 trillion in assets (as of Q3 2026). As an S&P 500 and Fortune 300 company with a market capitalization exceeding $30 billion, the firm is one of the leading organizations in its industry.

At Raymond James, we value 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 based on merit and business needs.

Job Summary

There’s no better place to begin your post-MBA career than at the top. The Raymond James Assistant to the Chair (A2C) Executive Strategy Program is an exclusive, fast-track management development program that offers high-performing, self-motivated, experienced individuals the opportunity to acquire and hone the management and leadership skills necessary to succeed at the highest levels of the firm.

With only two A2Cs hired per year, the mission of the role is to support and work alongside members of the Executive Leadership Team, in addition to the Board Chair and the CEO, leading special projects and initiatives that shape the firm’s strategy, business development, and ongoing success. Over the course of the 2-year program, A2Cs learn from some of the most respected minds in the financial services industry and regularly participate in meetings of the Board of Directors and other senior-level management sessions.

Several alumni of the A2C program have risen to the most senior levels of the firm, including CEO, COO, CFO, CSO, CMO, and more. Many head major business lines as senior leaders in investment banking, asset management, and capital markets.

Duties and Responsibilities

• Developing long-term strategic plans in partnership with senior leaders, serving as an integral part of the long-range planning process
• Driving large-scale initiatives from origination through execution, including:
  • Preparing project proposals and plans
  • Developing an understanding of business cases behind initiatives and motivating factors for stakeholders
  • Locating, gathering and analyzing information on potential solutions to evaluate impacts on the firm
  • Reviewing and analyzing financial justification for projects
  • Preparing and delivering written and oral presentations to senior leaders
• Monitoring competitor movements and evaluating strategic implications
• Demonstrate sound judgment in navigating ambiguity, translating broad objectives into actionable plans, and adapting strategies as business needs evolve
• Establishing and maintaining effective relationships with various functional areas across the organization
• Performing other duties and responsibilities as required

Knowledge, Skills, and Abilities

Ability to

• Analyze issues, evaluate alternatives, develop proposals, and present recommendations
• Perform financial analysis and modeling to inform strategic decision-making
• Lead cross-functional initiatives without direct reporting authority
• Operate independently with little direct supervision
• Lead others in delivering the high-touch, personal service that reflects Raymond James’ client-first culture
• Use collaborative skills in encouraging and supporting team participation
• Prioritize and manage multiple projects in a fast-paced, dynamic environment
• Proactively address issues and develop solutions

Knowledge of

• Business planning and analysis
• Advanced principles of finance and banking
• Financial markets and products
• Concepts and principles of corporate strategy

Skill in

• Preparing and delivering written and oral presentations
• Implementing process improvement initiatives
• Managing projects using established project management methodologies
• Planning projects, coordinating and reporting activities across organizational lines
• Preparing surveys, summaries and written recommendations

Educational/Previous Experience Requirements

• Currently enrolled in the second year of a fully accredited full-time MBA program or recently graduated from a fully accredited full-time MBA program
• Minimum 3 years of relevant business experience; 5 years of experience preferred.
• 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)
• Bachelor’s degree
• Any equivalent combination of experience, education, and/or training approved by Human Resources

Licenses/Certifications

• May require FINRA/NASAA licensure during tenure

Location

• St. Petersburg office
• Resident; In-office 4-5 days/week

Travel

• 5% of the Time

Education

Master's: Business Administration (Required)

Work Experience

General Experience - 3 to 6 years

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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. #LI-AA2

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