Waddell & Reed
As a Waddell & Reed advisor your career path can take you in one of three directions: grow as a financial advisor, become a member of our leadership team or a combination of the two.

Sales Leadership Opportunities

pdf District Manager/District Branch Manager

Recruit, select, develop and motivate a team of Financial Advisors. District offices may be housed within the division or at an independent location.

pdf Associate Managing Principal

Assist a division and demonstrate its ability to perform duties that ensure growth in sales, number of advisors, new client acquisition, assets under management and advisor productivity. Success can lead to a division office within six to 12 months.

pdf Managing Principal/ Complex Managing Principal

Lead the division office(s) in key strategic areas of business planning, sales growth and growth of the advisor force. Focus is to motivate and guide management team, Financial Advisors and administrative staff; remove roadblocks to success; oversee day-to-day operation of division office(s); support and execute corporate initiatives; implement appropriate compliance practices; and represent Waddell & Reed in the community and industry.

pdf Regional Vice President

Shape and lead a team of Managing Principals1 within the region and assist them in the successful leadership of the divisions. Also, act as an advisory council to the National Sales Manager impact company policy and direction.

Current Managing Principal Openings:

We have openings nationwide – for information regarding all opportunities, please contact Carrie Ohm at cohm@waddell.com or 800-829-1322.

1 Includes Complex Managing Principals and Associate Managing Principals.