Senior Wealth Manager - Private Client Team

Annex Wealth Management LLC•Brookfield, WI

11d•Onsite

About The Position

The Senior Wealth Manager, Private Client is a relationship-centered, strategically minded professional who elevates how Annex serves high- and ultra-high-net-worth households. This role blends deep client engagement with advanced planning leadership, ensuring every client receives personalized, sophisticated, and proactive guidance aligned with their goals, values, and long-term vision. As a senior member of the Private Client team, you will support Annex’s mission for delivering exceptional fiduciary care, mentor emerging advisors, and contribute to the continued refinement of our Private Client experience.

Requirements

Bachelor’s degree from an accredited college or university required.
Minimum of 15 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

Provide high-touch, relationship-driven service as the primary Wealth Manager for existing high-net-worth households, ensuring a seamless and elevated Private Client experience.
Maintain active management of an approved range of HNW households, ensuring sustained loyalty through proactive financial needs management, strategic planning solutions, and anticipatory guidance tailored to complex financial lives.
Stay up to date on market trends, advanced financial strategies, and regulatory changes to provide informed, sophisticated recommendations that support the unique needs of high-net-worth clients.
Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies, modeling the standards expected within a Private Client/HNW environment.
Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, and the overall Private Client experience. Lead all client needs through seamless collaboration with Associate Wealth Managers and appropriate internal staff.

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
On-site gym