Manager of Associate Wealth Managers at Annex Wealth Management LLC – Brookfield, Wisconsin

Manager of Associate Wealth Managers

Do you have experience developing talent, elevating team performance, and shaping how clients are served in a fiduciary wealth management environment? The Manager of Associate Wealth Managers and Wealth Management Assistants leads and supports a high-impact service team, strengthens collaboration, and ensures clients receive exceptional, consistent care. This role is central to Annex’s commitment to delivering high-quality, fee-only fiduciary service; bringing together people, processes, and culture to elevate the client experience.

What You’ll Do

• Leadership and Management: Provide leadership, guidance, and support to a team of Associate Wealth Managers, ensuring they have the resources, training and experience to progress into future Wealth Management roles. Leads and assists in the development of training resources for the department.
• Client Service Excellence: Ensure that Associate Wealth Managers deliver exceptional client service, adhering to the firm's fiduciary standards and best practices.
• Performance Management: Monitor and evaluate Associate Wealth Manager performance, providing regular feedback, coaching, and professional development opportunities.
• Process Improvement: Identify and implement process improvements to enhance the efficiency and effectiveness of the wealth service team.
• Compliance and Risk Management: Ensure that all Associate Wealth Managers adhere to regulatory requirements and the firm's compliance policies and procedures.
• Collaboration: Foster a collaborative and supportive team environment, encouraging knowledge sharing and best practices among wealth managers.
• Client Relationship Management: Oversee the management of client relationships, ensuring that client needs are met and expectations are exceeded.
• Strategic Planning: Contribute to the development and execution of the firm's strategic initiatives and business plans.

What You’ll Need to Succeed

• Education: Bachelor's degree in Finance, Business, Economics, or related field. Advanced designations such as CFP, CFA, or MBA are preferred.
• Experience: Minimum of 3 years of experience in wealth management or financial advisory roles, with a passion for helping educate and empower a team.
• Leadership Skills: Proven ability to lead, mentor, and motivate a team of financial service professionals. Demonstrated commitment to developing leadership skills.
• Client-Centric Approach: Strong commitment to client service excellence and fiduciary responsibility.
• Business Acumen: Demonstrated success in client relationship management and service delivery.
• Regulatory Knowledge: In-depth understanding of regulatory requirements and compliance in the financial services industry.
• Communication Skills: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients, wealth managers, and internal partners.
• Technology Proficiency: Proficiency in financial planning software, CRM systems, and other relevant technology platforms.

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.

Annex Wealth Management – Know the Difference

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

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.

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 quarterly get togethers, our Annual Picnic, or company milestones
• Parental Leave
• Opportunities for professional growth and development
• Holiday & Summer hours
• Casual Fridays

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.