Raymond James · 1 day ago
2026 Summer Associate – RCS Project Management – St. Petersburg, FL
Raymond James is one of the largest independent financial services firms in the country, focused on providing trusted advice and tailored strategies. The summer associate will work directly with various teams to enhance operational efficiency and support project managers in developing project plans and deliverables.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Support project managers in developing project plans, timelines, and deliverables
Track progress and update project documentation, including status reports and meeting notes
Assist in scheduling meetings, preparing agendas, and coordinating communication between stakeholders
Help identify risks and issues and escalate them appropriately
Participate in team meetings and contribute ideas for process improvements
Maintain project management tools and ensure accurate data entry
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 mentorship meetings with RCS Chief Operating Officer
Operates standard office equipment and uses required software applications
Performs other duties and responsibilities as assigned
Qualification
Required
Freshman or Sophomore standing (December 2027-May 2029 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)
High School (HS) (Required)
General Experience - 4 to 6 months
Preferred
Knowledge of Microsoft Office functions (Excel, Word, PowerPoint, Visio is a plus)
Knowledge of FINRA and the SEC and how they oversee RIAs and Broker Dealers
Understanding of financial markets and products
Relationship management software and applications is a plus
Skill in creating process documentation and diagrams
Skill in preparing and delivering written reports
Skill in presenting to large and small audiences
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
TradingView
2025-12-16
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