2024 Private Client Group Strategy & Planning Intern - St. Petersburg, FL

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. 

Internship Program Overview 

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 9-week immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.  

To be eligible for the summer 2024 internship program, you must be a junior or senior standing candidate pursuing a bachelor's or master's degree in a business or finance field with a graduate date of May 2025. Most positions are based in St. Petersburg with other available locations depending on company need. 

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation. 

Department Overview 

The PCG Strategy & Planning team supports a variety of leadership teams across the firm on strategic initiatives driving growth, advisor and client engagement, operational efficiency and risk management. We focus on leading and supporting the build-out of different elements of the strategic plan. This includes competitive analysis, cost and revenue analysis, solution design and execution road mapping. A key focus of work is within the Private Wealth area. Here we are focused on building out our product, technology and advisor and client experiences within the high net worth and ultra-high net worth space.

Job Summary:

Under general supervision, uses skills gained through training and experience to assist with specific projects within an assigned functional area for a specified period of time.  Follows established procedures to perform tasks and receives 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. Resolves routine questions and problems and refers more complex issues to a higher level.  

Internship Length: 9 weeks 

Start Date: May 28, 2024 

End Date: August 2, 2024 

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

Essential Duties and Responsibilities:

Supports PCG initiatives and projects by assisting with deliverable creation and analysis. 

Gathers information and works with strategy team members to outline project deliverables.  

Develops competitive analysis materials comparing product, solutions, and services with key competitors. 

Operates standard office equipment and uses required software applications.

• Performs other duties and responsibilities as assigned. 

Knowledge, Skills, and Abilities:

Knowledge of:

•  Concepts and practices of project management

Business planning 

Fundamental concepts, practices, and procedures of a professional office environment. 

Basic concepts, principles, and practices of an assigned business unit. 

Skill in:

Project management 

Performing research 

Financial analysis 

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

Ability to:

Think creatively.  

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:

Business-related major 

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

Licenses/Certifications:

• None Required.

Location 

Hybrid position – St. Petersburg office 

• No travel required.

Raymond James Guiding Behaviors:

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