Under our leaders' constant care is a vision of where the path will turn next, what the decision points will be along the way and how every advisor’s voice and role is key in getting us where we want to go.
Along the way, you can be confident that Waddell & Reed’s leaders are unwavering in their commitment to provide you:
As a new financial advisor, you will be guided by the inspiration and information of those shaping the firm’s future and, by extension, your own. At Waddell & Reed, we have a shared vision that informs our collective goals and objectives, and we are unwavering and clear in our communication of that vision.
Unlike most firms in our industry, you will have uncommon access to company leaders at Waddell & Reed. You will have first-hand knowledge of their decision-making process and the opportunity to help influence the direction of the company. We are acutely aware that garnering your perspective and employing your ideas is paramount to the company’s growth.
Our advisors are at the top of our organizational chart – everyone in the firm, beginning with the CEO, works in service of them. At Waddell & Reed, this brand of servant leadership emphasizes collaboration, trust, empathy and ethics. Our leadership team has made the conscious decision to lavish great accomplishment and focus on removing the obstacles that impede success. The objective of employing this type of leadership style is to enhance the growth of all individuals in the organization, increase teamwork and leverage personal buy-in thereby creating a symbiotic and mutually beneficial result. Leaders at Waddell & Reed – those in the field and corporate leaders – embrace these three primary tenets of leadership.
Our talented and dedicated field leadership team is comprised of eight regional vice presidents, about 100 Managing Principals and more than 100 District Managers from coast to coast. As industry veterans, they bring experience, passion, knowledge and sensitivity to their advisor relationships. Each of our field leaders has been a successful advisor – including our National Sales Manager. Your own region and division leaders will partner with you every day, bringing personal perspective and insight to your challenges and providing guidance to help you succeed.
Our corporate leadership team is comprised of some of the finest and most innovative minds in the financial services industry with hundreds of years of collective experience driving our mission and vision. They represent a mix of home grown talent and those who have joined us from other firms, combining the best of Waddell & Reed’s long history with the best of an ever-changing industry.