2025 Summer - Product Marketing Seasonal Associate

Job Description

One of the largest independent financial services firms in the country could 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 

Our department is a dynamic and integral part of the Trading Desk, specializing in the marketing of a wide array of fixed-income products. We are responsible for creating standardized marketing materials, known as “tear sheets”, for our diverse product portfolio, which includes Munis, MBS, CMO, ARM, SBAP, SBIC, FNMA DUS, CLOs, and more. 

Our team is dedicated to educating our clients, which range from banks and credit unions to insurance companies, money managers, trust departments, and municipalities. We provide them with intuitive and informative marketing pieces on the products we sell, supporting the sales process and enhancing client relationships. 

In addition to our marketing responsibilities, we are also spearheading the development of a new CRM system. This system is designed to improve our sales and trading operations by providing touch points for our accounts and enabling the sales force to provide data in a standardized format. This data can then be utilized by the trade desk and strategists to generate sales ideas and opportunities. 

Our department is characterized by its commitment to innovation, continuous improvement, and the success of our trading operations. We strive to increase sales opportunities, enhance client relationships, and improve the efficiency of our trading desk operations. Our ongoing CRM development project is a testament to our dedication to these goals. We are excited about the potential of this new system to further enhance our value to the company and contribute to its overall success. 

Seasonal Associate Job Summary  

The Product Marketing Seasonal Associate will play a crucial role in the development of our new CRM system. This individual will be responsible for coordinating with various departments, including marketing, sales, strategy, and trading, to gather input and ensure the CRM system is tailored to meet our specific needs. 

Key responsibilities include: 

• Collaborating with the marketing department to determine the look and feel of the CRM. 

• Working closely with our sales representatives to understand their needs and incorporate useful features into the CRM. 

• Coordinating with strategists to determine how they can provide input into the CRM to prompt sales ideas. 

• Coordinating with traders to understand their needs and how they will interact with the CRM.