Manager of Annex Ignite Services in Brookfield, Wisconsin at Annex Wealth Management LLC

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.

About the Role

The Manager of Annex Ignite Services leads and supports a dedicated team to ensure the delivery of high-quality client service. In this role, you’ll develop, mentor, and empower team members to drive strong performance while fostering a collaborative, positive work environment. Your leadership directly strengthens Annex’s commitment to providing exceptional wealth management services as a fee-only fiduciary firm.

Key Responsibilities

• Lead & Develop the Team: Coach, mentor, and support wealth managers to strengthen performance, morale, and overall team effectiveness.
• Deliver Exceptional Client Service: Ensure the team maintains strong client relationships, high retention, and consistently delivers fiduciary-level service.
• Drive Growth: Support referral growth and contribute to the firm’s broader AUM and business expansion goals.
• Ensure Compliance & Operational Excellence: Uphold all regulatory requirements, firm policies, and operational best practices.
• Enhance Processes & Collaboration: Improve workflows, encourage knowledge sharing, and foster a positive, collaborative team culture.
• Support Strategic Initiatives: Contribute to planning and executing firm-wide strategies that elevate the client experience and drive long-term success.

What You’ll Need to Succeed

• Education: Bachelor’s degree in marketing, business, communications, or related field.
• Experience: Proven experience in digital marketing, including leadership or team management capacity. Background in wealth management, financial services, or insurance is required.
• Skills & Tools:
• Strong team leadership and coaching ability
• Commitment to exceptional, fiduciary-level client service
• Solid relationship-management and business acumen
• Working knowledge of industry regulations and compliance
• Clear, effective communicator
• Proficient with financial planning tools and CRM system

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Holiday & Summer hours
• Casual Friday's

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.