Raymond James
2026 MBA Assistant to the Chair Executive Strategy Program Full Time St Petersbu
Raymond James, St. Petersburg, Florida, United States, 33739
Job Description Summary
Partners with the CEO and business unit leaders in the development and rollout of the company's vision and strategy and by improving and safeguarding financial results. Develops, refines, and implements insights, recommendations, processes, reports, and tools.
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.
Headquartered in St. Petersburg, FL, 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 8,700 financial advisors serving clients with over $1.5 trillion in assets (as of fiscal year end 2024). The firm was founded in 1962, went public in 1983, and has been in the S&P 500 since 2017. 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 2 A2Cs per year, the mission of the role is to support and work alongside members of the Executive Leadership Team, in addition to the 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.
Alumni of the A2C program have risen to the most senior levels of the firm, including CEO, and today lead functions spanning strategy, marketing, risk, and finance. 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
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
Lead cross-functional initiatives without direct reporting authority
Operate independently with little direct supervision
Lead others in providing a high level of customer service
Use collaborative skills in encouraging and supporting team participation
Prioritize and manage multiple projects in a fast-paced, dynamic environment
Analyze issues, evaluate alternatives, develop proposals, and present recommendations
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 of three (3) years of relevant business experience
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
Hybrid; In-office 4-5 days/week
Travel
5% of the time
Education
Master's: Business Administration
Work Experience
General Experience - 3 to 6 years
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.
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