Director of Annex Private Client

Description

Are you ready for a seat where your voice drives strategy?

Director of Annex Private Client

Do you have experience leading high-performing wealth teams, shaping strategy, and elevating how sophisticated clients are served? Maybe you’ve built or refined a Private Client or UHNW offering before and are looking for a role where your vision can influence an entire platform. Perhaps you’re seeking an environment where collaboration, planning excellence, and long-term client outcomes drive every decision.

The Director of Annex Private Client is a senior leadership role for professionals who want to define what exceptional looks like. This position sets the vision for how we serve high- and ultra-high-net-worth clients, aligns people and planning strategies around a cohesive platform, and drives continuous improvement across investment management, advanced planning, and client experience. As a strategic leader and firm-wide partner, the Director strengthens Annex’s reputation for delivering personalized, sophisticated, and impactful wealth guidance.

What You’ll Do

• Vision & Strategy: Contribute to the development and execution of the firm's strategic initiatives and business plans by defining and executing on the multi-year vision for the Private Client team. Lead strategy development by balancing innovation, scalability, and exceptional client outcomes while anticipating industry and client evolution.
• Planning Excellence & Thought Leadership: Set the standard for advanced wealth planning for high- and ultra-high-net-worth clients by integrating investment, estate, philanthropic, business, tax, and risk-management strategies into clear, actionable recommendations. Champion emerging ideas and elevate Annex’s intellectual capital internally and externally.
• Client Experience Leadership & Advisory: Design and uphold an elevated, consistent Private Client experience that reflects proactive guidance, clear communication, and the “Annex Way” at every client touchpoint. Serve as lead wealth manager for a select group of high- and ultra-high-net-worth clients.
• Team Leadership and Performance Management: Build, inspire and develop a high-performing team of wealth professionals. Ensure the team has the resources and training needed to succeed while managing team dynamics to optimize productivity and morale. Monitor and evaluate team performance, providing regular feedback and reflections, coaching, and professional development opportunities.
• Enterprise Collaboration: Develop and nurture positive collaborative relationships across the firm. Act as a connector, aligning specialists, leadership, and resources to deliver coordinated, high-impact service for complex clients.

Requirements

What You’ll Need to Succeed

• Education: Bachelor’s degree from an accredited college or university required. Advanced designations such as CFP, CFA, MBA or JD are strongly preferred.
• Experience: Minimum of 10 years of demonstrated success in wealth management or financial advisory roles working with high net worth or ultra-high net worth clients, and in a leadership or management position leading high-performing teams.
• Leadership Skills: Proven ability to lead, mentor, and motivate a team of financial wealth managers.
• Client-Centric Approach: Strong commitment to client service excellence and fiduciary responsibility.
• Business Acumen: Demonstrated success in client relationship management and service delivery.
• Communication Skills: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients, wealth managers, and internal partners.
• Regulatory Knowledge: In-depth understanding of regulatory requirements and compliance in the financial services industry.
• Emotional Intelligence: Deep empathy for client needs and expectations, while designing thoughtful interactions that feel proactive, personal and in the “Annex Way.”
• Lifelong Learner: Ongoing pursuit of industry and professional education to contribute to better team management and coaching, and client delivery and financial concepts and application.
• Technology Proficiency: Proficiency in financial planning software (eMoney), CRM systems, and other relevant technology platforms.

Core Values

• 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.

Join Our Growing Team

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 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.

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