Director of Annex Private Client

Annex Wealth Management • Brookfield, WI

18d

About The Position

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.

Requirements

• Bachelor’s degree from an accredited college or university required.
• 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.
• Proven ability to lead, mentor, and motivate a team of financial wealth managers.
• Strong commitment to client service excellence and fiduciary responsibility.
• Demonstrated success in client relationship management and service delivery.
• Excellent interpersonal and communication skills, with the ability to build strong relationships with clients, wealth managers, and internal partners.
• In-depth understanding of regulatory requirements and compliance in the financial services industry.
• Deep empathy for client needs and expectations, while designing thoughtful interactions that feel proactive, personal and in the “Annex Way.”
• Ongoing pursuit of industry and professional education to contribute to better team management and coaching, and client delivery and financial concepts and application.
• Proficiency in financial planning software (eMoney), CRM systems, and other relevant technology platforms.

Nice To Haves

• Advanced designations such as CFP, CFA, MBA or JD are strongly preferred.

Responsibilities

• Vision & Strategy: Contributes 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.
• Leads strategy development by balancing innovation, scalability, and exceptional client outcomes while anticipating industry and client evolution.
• Planning Excellence & Thought Leadership: Sets 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.
• Champions emerging ideas and elevates Annex’s intellectual capital internally and externally.
• Client Experience Leadership and Advisory: Designs and upholds an elevated, consistent Private Client experience that reflects proactive guidance, clear communication, and the “Annex Way” at every client touchpoint.
• Serves as lead wealth manager for a select group of high- and ultra-high-net-worth clients.
• Team Leadership and Performance Management: Builds, inspires and develops a high-performing team of wealth professionals.
• Ensures the team has the resources and training needed to succeed while managing team dynamics to optimize productivity and morale.
• Monitors and evaluates team performance, providing regular feedback and reflections, coaching, and professional development opportunities.
• Enterprise Collaboration: Develops and nurtures positive collaborative relationships across the firm.
• Acts as a connector, aligning specialists, leadership, and resources to deliver coordinated, high-impact service for complex clients.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director