Rittenhouse Financial Services Work Values

Daily Duties at Rittenhouse Financial Services :

IN 1999 RITTENHOUSE WAS ASKED TO PARTICIPATE IN THE NEXT GENERATION OF “WRAP PROGRAMS' THAT SEVERAL REGIONAL FIRMS IN THE U.S. HAD CREATED TO EMULATE WHAT THE MAJOR WIREHOUSE FIRMS HAD IN PLACE. FINANCIAL ADVISORS IN THESE REGIONAL FIRMS SUCH AS J.C. BRADFORD, LEGG MASON, INTERSTATE JOHNSON LANE, ROBINSON HUMPHREY AND MORGAN KEEGAN WERE IN COMPETITION WITH THE FINANCIAL ADVISORS IN THE NATIONAL FIRMS AND REQUIRED THE SAME OPPORTUNITIES FOR THEIR CLIENTS AND EXPOSURE TO TOP INVESTMENT ADVISORY FIRMS SUCH AS RITTENHOUSE. I CREATED A NEW TEAM OF INVESTMENT PROFESSIONALS TO REPRESENT RITTENHOUSE AT THE REGIONAL FIRMS AND TO DEVELOP NEW BUSINESS IN THESE NEW CHANNELS. THE TEAM OF SIX WERE BASED AROUND THE COUNTRY AND REPORTED TO ME. ADDITIONALLY, I ASSEMBLED A TEAM OF IN-HOUSE PERSONNEL TO SUPPORT THE EFFORTS OF THE SALES TEAM FOR THE REGIONAL FIRMS. MANAGING DIRECTOR OF THE PRIVATE CLIENT GROUP ASSETS HAD GROWN TO OVER 2.5$ BILLION GENERATING ANNUAL FEES OF $2 MILLION. RESPONSIBLE FOR CLIENT'S INVESTMENT PORTFOLIOS AND RELATIONSHIP WITH THE FIRM. MY CLIENTS WERE SPREAD ALL OVER THE U.S. AND I MET WITH THEM FACE TO FACE AT LEAST ANNUALLY FOR REVIEW OF THEIR PORTFOLIOS. 2002 APPOINTED AS LEADER OF THE MERRILL LYNCH “INTERNATIONAL” CONSULTS RELATIONSHIP WITH RITTENHOUSE. CALLED ON MERRILL LYNCH BRANCHES IN EUROPE AND SOUTH AMERICA TO INTRODUCE THEM TO RITTENHOUSE AND OUR INVESTMENT STRATEGY. DEVELOPED A TEAM OF SALES PROFESSIONALS TO SERVICE INTERNATIONAL BRANCH OFFICES

What they like about Rittenhouse Financial Services :

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

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 :