Rittenhouse Financial Services Work Values

Daily Duties at Rittenhouse Financial Services:

DURING THIS PERIOD, MY RESPONSIBILITIES CONTINUED TO INCLUDE THE MANAGEMENT OF CLIENT ASSETS AND OVERALL CUSTOMER RELATIONSHIP MANAGEMENT DUTIES WHICH INCLUDED ALL COMMUNICATION, PORTFOLIO REVIEWS AND INTERRACTION WITH THEIR ATTORNEYS AND ACCOUNTANTS. I CONTINUED TO HAVE A DUAL ROLE AS A RELATIONSHIP/PORTFOLIO MANAGER IN THE PRIVATE CLIENT GROUP WHICH INCLUDED HIGH NET WORTH INDIVIDUALS AND SOME INSTITUTIONS SUCH AS CHARITIES, RELIGIOUS GROUPS, ENDOWMENT FUNDS AND CORPORATE PENSION / PROFIT SHARING PLANS. DURING THIS PERIOD, ASSETS MANAGED BY ME AND MY ASSISTANT TEAM TOTALED OVER $800 MILLION AND GENERATED OVER $7.5 MILLION TO THE FIRM. ALSO, DURING THIS PERIOD RITTENHOUSE WAS APPROACHED BY OTHER BROKERAGE FIRMS SUCH AS PAINE WEBBER, SMITH BARNEY, DEAN WITTER, MORGAN STANLEY AND PRUDENTIAL FINANCIAL TO BECOME A MANAGER IN “WRAP FEE' PROGRAMS THEY HAD MODELED AFTER THE MERRILL LYNCH “CONSULTS” PROGRAM. AS OUR REPUTATION AND BUSINESS FROM THESE DISTRIBUTION CHANNELS GREW IT WAS CRITICAL THAT WE DEVELOP A SALES TEAM OF INDIVIDUALS BASED AROUND THE COUNTRY TO SERVICE ALL THESE FIRMS AND THEIR FINANCIAL ADVISORS. I TRAINED AND SUBSEQUENTLY TRAVELLED WITH THESE NEW INDIVIDUALS TO INTRODUCE THEM TO FINANCIAL ADVISORS AND BRANCH OFFICES IN THEIR ASSIGNED GEOGRAPHIC AREAS. IN CONJUNCTION WITH MY PARTNERS WE DEVELOPED THE ROLE OF SIX REGIONAL VICE PRESIDENTS TO MANAGE THE SALES FORCE WE HAD PUT IN PLACE. IN 1991 OUR FIRM FOUNDED A TRUST COMPANY CALLED THE RITTENHOUSE TRUST COMPANY TO OFFER ADDITIONAL SERVICES TO OUR HIGH NET WORTH INDIVIDUAL CLIENTS. WE OFFERED TRUST SERVICES AS WELL AS LINES OF CREDIT SECURED BY MARKETABLE SECURITIES OR REAL ESTATE.

What they like about Rittenhouse Financial Services:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Skills

P&L responsibilities, Software Implementation, Requirements Analysis & Specification, Customer Interraction, Leader, Strong Sales Record

These are some of the questions we asked our climbers about their experiences with Rittenhouse Financial Services: