Executive Director, Private Wealth Strategy

A leading financial services firm in Brookfield, WI is seeking a Director of Annex Private Client. This senior role focuses on leading high-performing teams and shaping strategies for high-net-worth clients. The ideal candidate will have over 10 years in wealth management, exceptional leadership skills, and a strong commitment to client service. With a rich benefits package, this position emphasizes a collaborative culture and a commitment to professional development.
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