Associate Events Manager

Annex Wealth Management•Brookfield, WI

17d•Onsite

About The Position

Deliver meaningful, polished events that deepen client relationships and support Annex’s growth. Annex Wealth Management – Know the Difference Join Our Growing Team at our Headquarters in Brookfield - (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 registered investment advisor 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 you do, we’d love to hear from you. The purpose of the Associate Events Manager is to ensure the seamless planning, coordination, and execution of Annex’s event portfolio by delivering consistent, high-quality experiences that strengthen client relationships, support firm growth, and reinforce Annex’s brand across all branches.

Requirements

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.

Nice To Haves

College degree, events experience, or exposure to financial services

Responsibilities

Partner with Marketing and internal teams to define event goals, plan in-person events and webinars, and support long-term calendar management.
Oversee all logistics, including venue sourcing, catering, materials, and vendor coordination. Ensure smooth, professional onsite execution and consistent event quality.
Work with Marketing to promote events to the right audiences and support strong registration and attendance. Collaborate with internal stakeholders to align event goals.
Manage clear, timely pre-event communication and lead real-time onsite coordination to deliver a polished, consistent experience.