2025 MBA: A2C Executive Strategist, Office of the CEO - Full-Time - St. Petersburg, FL

Job Summary:

There's no better place to begin your post-MBA career than at the top. The Raymond James A2C Program (Assistant to the Chair) is a 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.

The mission of the role is to support and work alongside members of the Executive Committee, in addition to the chair and the CEO, leading special projects and initiatives that shapes the firm's strategy, business development, and ongoing success. Over the course of the two-year program, A2C participants 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.

Under general direction and with a high level of autonomy, the A2C participant uses extensive knowledge and skills obtained through education and experience to develop, evaluate, and/or execute strategic initiatives across business units. Participates in executive meetings including Board of Directors, Operating Committee, Budget, and Department Head meetings. Identifies and proactively addresses issues of significant business impact that require extensive work with Senior Management as well as firm-wide coordination. This is a two-year position.

This program was first established in 1991 and many of our current C-suite executives are alumni of the A2C program.

Essential Duties and Responsibilities:

• Assists Senior Management to plan and execute strategic corporate initiatives.

• Implements standard systems and procedures for project management.

• Reviews and analyzes financial justification for projects with Senior Management.

• Prepares project proposals and plans.

• Develops an understanding of the business case behind each initiative, including the motivating factors for all stakeholders.

• Locates, gathers and analyzes information on potential solutions and best practices while evaluating the potential benefits to the organization.

• Assists in planning and implementing change initiatives.

• Prepares and delivers written and oral presentations to Senior Management.

• Establishes and maintains effective relationships with various functional areas, information technology groups, operations and finance.

• Takes an active role in leadership activities such as the United Way campaign, MBA recruiting, etc.

• Assists with the semi-annual budget process.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities

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.

• Operating standard office equipment and using required software applications.

Ability to:

• Operate independently with little direct supervision.

• Lead others in providing a high level of customer service.

• Lead cross-functional initiatives without direct reporting authority.

• Use collaborative skills in encouraging and supporting team participation.

• Prioritize and manage multiple projects in a fast-paced, dynamic environment.

• Partner with other functional areas to accomplish objectives.

• Analyze issues, evaluate alternatives, develop proposals, and present recommendations.

• Proactively address issues and develop solutions.

• Reengineer existing processes.

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.

~or~

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

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.

• Will be required to obtain Series 7 and Series 66 licenses during two-year tenure.

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 outcome

• 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