Leadership that Listens

It is important to have confidence in your firm's leadership and understand their vision for the future. We understand that even the most successful and experienced advisors still want and need great leadership.

We believe the desire for leadership boils down to three key things:

Vision: While your days of searching for guidance and direction may be behind you, you are likely still seeking inspiration and information from those shaping your firm's future and, by extension, your own. At Waddell & Reed, we have a shared vision that informs all of our collective goals and objectives and we are unwavering and clear in our communication of that vision.

Access: 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.

Service: 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 focus on removing the obstacles that impede success and lavish great accomplishment. 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.

These three leadership tenets are embraced by our local field leaders as well as our corporate leadership team in the home office.

Field Leadership

Our talented and dedicated field leadership team is comprised of 8 Regional Vice Presidents, more than 100 Managing Principals and more than 300 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 themselves - including our National Sales Manager and Associate National Sales Manager. Your own Region and Division leaders will partner with you every day, bringing personal perspective and insight to your challenges and what you need to succeed.

Corporate Leadership

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.

Our culture not only defines us, it distinguishes us. It is the cornerstone of everything we do and each business decision we make. Our financial advisors are the center of that culture, they top our organizational chart, they are the focus. We are acutely aware that without their skill and commitment, we can't help our clients achieve their goals. Clearly, our clients' success and satisfaction is the priority and when the client succeeds, we all succeed.