2026 Summer Associate – Branch Third-Party Supplier Solutions – St. Petersburg, FL

Job Description Summary

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

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. 

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 

Branch Third-Party Suppliers Solutions serves and consults Private Client Group advisors with Raymond James broker/dealers, on third-party supplier software tools and services. In servicing advisors, Third-Party Supplier Solutions administers and educates advisors or branch personnel to help streamline their experience in a third-party supplier request process. Servicing also includes consulting on and advocating for readily available innovative software and service offerings.  

 

Job Summary 

The summer associate will focus on data analysis and tasks designed to help service the ongoing needs of branches seeking a third-party supplier and the transition of branch disclosures from a legacy process to a new process. The ideal candidate is excited to work in a fast-paced, growing area with a wide range of data coordination and analytics.  

Under general supervision, the summer associate will focus on data analysis for strategic project coordination, internal system troubleshooting, data collection for regulatory or internal legal/compliance needs, quality assurance of intranet pages, system integrity testing and general oversight assistance with third-party supplier requests.   

 

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 

• Learns and understands branch third-party supplier submission process to assist with investigative work or troubleshooting 

• Upon request, pulls and coordinated data requests from ServiceNow third-party supplier request process dashboard 

• Supports the execution of communication plans and projects via data analysis and updates 

• Supports implementation of ongoing business processes. 

• Ensures data