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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.

Department Overview

Raymond James Global Wealth Solutions (GWS) delivers a premier platform of customized planning and investment solutions, thought leadership, and strategic guidance. Serving nearly 9,000 financial advisors, GWS provides comprehensive offerings across every wealth demographic through divisions such as Investment Strategy, Wealth Planning, Investment Solutions, Insurance Solutions, Capital Markets, Institutional Fiduciary Solutions, and Private Institutional Clients (PIC). Within the Investment Solutions division, two key teams—Product Partner Relations (PPR) and Mutual Fund/ETF Research (MFER)—collaborate to deliver industry-leading investment solutions. Together, they combine deep relationships with third-party asset managers, strategic business planning, and rigorous research to provide innovative, client-focused offerings that drive advisor success.

Job Summary

Join Product Partner Relations (PPR) and Mutual Fund/ETF Research (MFER) as an intern and kickstart your career gaining hands-on experience in the dynamic world of wealth management. PPR and MFER are seeking enthusiastic interns to join our department. This internship offers a unique opportunity to work alongside industry experts, build valuable networks, and contribute to projects that shape investment solutions for thousands of financial advisors. As a Summer Associate, you will collaborate with experienced professionals to strengthen strategic partnerships with leading asset managers, conduct rigorous quantitative and qualitative investment research, deliver impactful presentations to internal and external stakeholders, develop a broad and deep understanding of diverse business strategies across the industry, administer and support contract negotiations with asset managers, and grow as a professional—both independently and as a valued team contributor.

The summer associate position is a temporary role.

**Start Date:** Monday, June 1, 2026

**End Date:** Friday, August 7, 2026

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

Duties and Responsibilities

+ Collaborate with leading asset management firms nationwide to address challenges, develop innovative solutions for financial advisors, and craft tailored business strategies for each product partner.

+ Perform competitive analysis and researchnew technologiesto enhanceprocesses;present actionable insights and recommendations to senior leadership.

+ Collect, analyze, and visualize investment data related to mutual funds, ETFs, and liquid alternatives; create comprehensive reports and dashboards to support decision-making.

+ Maintain a constant awareness of changes and advancements in contract management, technology, finance, negotiating skills and law to implement improved methods and techniques as needed.

+ Manage team communications and scheduling, including responding to product inquiries from partners and advisors, coordinating calls and meetings with senior leadership and asset managers, andassistingwith daily operational tasks.

+ Develop a deep understanding of Raymond James conference initiatives, partner budgets, practice management content, and align third party value propositions with firm priorities.

+ Facilitate knowledge transfer across departments within Investment Solutions by educating peer groups and supporting financial advisors directly.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Advanced principles of business communication and professional interaction

+ Financial markets, investment products, and the influence of macro- and microeconomic trends on portfolio strategies

+ Business strategy, ethics, and industry best practices

+ Core concepts of finance, investing, financial planning, accounting, and the securities industry

Skill in

+ Organization and time management to prioritize tasks, manage multiple projects, and meet deadlines in a dynamic environment

+ Exceptional attention to detail and follow-through to ensure accuracy and quality in all deliverables

+ Critical thinking and problem-solving with minimal supervision, including creative and independent approaches

+ Advanced written and verbal communication skills, including public speaking and the ability to develop and deliver impactful presentations

+ Proficiencyin Microsoft Excel, PowerPoint, and other Office applications

Ability to

+ Communicate complex concepts clearly and professionally, both in writing and verbally

+ Build,maintain, andleveragestrong professional relationships and networks within a corporate environment

+ Work effectively both independently and as part of a team, fostering collaboration and cohesiveness

+ Demonstrate initiative, curiosity, and a commitment to exceeding expectations while asking thoughtful, knowledge-building questions

+ Manage multiple priorities and deliver high-quality, detail-oriented work under tight deadlines

Educational/** **Previous** **Experience Requirements

+ Freshmanor Sophomorestanding(December 2027-May 2029graduates) 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).

Licenses/Certifications

+ Nonerequired.

Location

+ Residentposition–St. Petersburg, FL

+ No travelrequired.