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.

　　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 business or finance 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 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(s) chosen for this role will have the opportunity to work directly with 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 a superior client experience.

　　Internship Length: 10 weeks  

　　Start Date: May 28, 2024  

　　End Date: August 2, 2024  

　　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 dedicated to providing operational excellence for RIAs and Introducing Broker Dealers.

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

　　Create clear and concise documentation to define operational process and proposed improvements.

　　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

　　Participate in leadership mentorshipmeetings withRCS Chief Operating Officer.

　　Operates standard office equipment and uses required software applications.

　　Performs other duties and responsibilities as assigned.

　　Qualifications

　　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.

　　Fundamental concepts of financial marketsand products.

　　Relationship management software and applications is a plus.

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

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

　　Skill in

　　Creating process documentation and diagrams.

　　Preparing and delivering written reports.

　　Effective time management and ability to meet set deadlines.

　　Presenting to large and small audiences.

　　Critical thinking and the ability to identify areas of risk to the organization.

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

　　Ability to:

　　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.

　　Providea high level of customer service.

　　Establish and maintain effective working relationships.

　　Educational/Previous Experience Requirements:

　　Pursuing undergraduate or master’s degree in business, finance, or a related field.

　　Expected Graduation Date: May 2025 or earlier.

　　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.#wayup

　　Job: Private Clients Solutions

　　Primary Location: US-FL-Saint Petersburg

　　Organization Private Client Group

　　Schedule Full-time

　　Job Shift Day Job

　　Req ID: 2400144