Rj Rittereiser
- Role
- Vice President of Business Development at LPL Financial
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Rj Rittereiser
As a leader of Business Development in the financial advisory field, I have achieved…
Experience
Vice President of Business Development
Nov 2013 — Present
I am responsible for engaging Financial Advisors, Financial Advisor teams, Broker/Dealers and Banks in consultative discussions regarding the opportunities available through affiliation with LPL. My territory encompasses all of PA Led institutional Business Development for advisors producing >$ 2mm in annual revenue throughout a 7 state territory targeting advisory teams, enterprises, banks and broker\\dealers Develop acquisition strategies to grow advisor base to attract high-performers while managing risk to the Firm. Liaise among legal, finance, product platform, relationship management & IT to showcase Firm’s expertise to prospective Advisor clients. Conduct onsite due diligence symposiums for prospective clients >$100MM in AUM Evaluate departmental initiatives & develop action plans as a member of Business Development Leadership Council Establish relationships with large affiliate Financial Advisor groups to ensure a robust pipeline of prospective clients. Track sales activity levels vis Salesforce CRM Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Skills
- Series 9
- Alternative Investments
- High Net Worth Individuals
- Equities
- Mutual Funds
- Talent Acquisition
- Manage Client Relationships
- Insurance
- Client Origination
- Sales Organization Leadership
- Series 10
- Financial Advisory
- Series 7
- Private Clients
- Strategic Financial Planning
- Series 63
- Finra
- Separate Accounts
- Sales Leadership Training
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