Overview
Deliver meaningful, polished events that deepen client relationships and support Annex’s growth. – Know the Difference – Join Our Growing Team at our Headquarters in Brookfield - (on-site gym)! What You’ll Do
Event Planning & Coordination: Partner with Marketing and internal teams to define event goals, plan in-person events and webinars, and support long-term calendar management. Event Execution: Oversee all logistics, including venue sourcing, catering, materials, and vendor coordination. Ensure smooth, professional onsite execution and consistent event quality. Promotion & Engagement: Work with Marketing to promote events to the right audiences and support strong registration and attendance. Collaborate with internal stakeholders to align event goals. Communication & Onsite Support: Manage clear, timely pre-event communication and lead real-time onsite coordination to deliver a polished, consistent experience. What You’ll Need to Succeed
Client Service: Demonstrated strength in delivering high-quality service experiences and managing interactions with professionalism and care. Team Orientation: Proven ability to work collaboratively in a team-first environment while supporting cross-departmental coordination. Work Ethic: Self-motivated, organized, and list-driven, with a consistent ability to manage multiple tasks and deadlines. Technology Adaptability: Comfortable adopting new tools, systems, and event-related technologies to support efficient execution. Flexibility: Able to travel as needed and work outside standard business hours to support event schedules. Background (Strongly Preferred, Not Required): College degree, events experience, or exposure to financial services 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. Benefits: Medical, dental, and vision insurance, and a 401(k) plan to help you secure your financial future Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Employer contribution Company Events: Celebrating wins and creating connections – annual picnic, or company milestones Opportunities for professional growth and development 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.
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Deliver meaningful, polished events that deepen client relationships and support Annex’s growth. – Know the Difference – Join Our Growing Team at our Headquarters in Brookfield - (on-site gym)! What You’ll Do
Event Planning & Coordination: Partner with Marketing and internal teams to define event goals, plan in-person events and webinars, and support long-term calendar management. Event Execution: Oversee all logistics, including venue sourcing, catering, materials, and vendor coordination. Ensure smooth, professional onsite execution and consistent event quality. Promotion & Engagement: Work with Marketing to promote events to the right audiences and support strong registration and attendance. Collaborate with internal stakeholders to align event goals. Communication & Onsite Support: Manage clear, timely pre-event communication and lead real-time onsite coordination to deliver a polished, consistent experience. What You’ll Need to Succeed
Client Service: Demonstrated strength in delivering high-quality service experiences and managing interactions with professionalism and care. Team Orientation: Proven ability to work collaboratively in a team-first environment while supporting cross-departmental coordination. Work Ethic: Self-motivated, organized, and list-driven, with a consistent ability to manage multiple tasks and deadlines. Technology Adaptability: Comfortable adopting new tools, systems, and event-related technologies to support efficient execution. Flexibility: Able to travel as needed and work outside standard business hours to support event schedules. Background (Strongly Preferred, Not Required): College degree, events experience, or exposure to financial services 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. Benefits: Medical, dental, and vision insurance, and a 401(k) plan to help you secure your financial future Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Employer contribution Company Events: Celebrating wins and creating connections – annual picnic, or company milestones Opportunities for professional growth and development 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.
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