Branch Director - Headquarters

Annex Wealth Management – Know the Difference

Join Our Growing Team in Our New Headquarters in Brookfield (gym included)!

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 six-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.

Branch Director

As a Branch Director, you will be responsible for leading your local branch and delivering both an exceptional client and employee experience. You will inspire and motivate your team to provide the best possible service through coaching, performance management, and employee engagement. In addition to your leadership role, you will also represent the firm in the community, partnering with the marketing team to increase brand awareness through various initiatives. To ensure a well-rounded approach, you will spend time engaging with both existing client relationships and developing new ones.

What You’ll Do

Branch Growth and Development

This role focuses on branch growth and development, encompassing supervisory, growth-driving, implementation, associate development responsibilities, and business development activities. Supervisory duties include directly managing wealth management team members, overseeing their daily work, and indirectly leading and managing other local team members. This also involves performance assessment, feedback, training, capacity planning, and staff selection.

• Driving growth requires increasing revenue through new clients, retention, referrals, and other initiatives. Implementing firm initiatives involves fostering growth through relationship building, local marketing, events, and community involvement.
• Developing associates means creating a culture of accountability, coaching, and mentoring for exceptional client service, including providing ongoing communication and support to address performance and development needs.
• Business development activities include prospecting, developing referral sources, and building strong internal and external partnerships.

Client Relationship Management

Client relationship management is a core function of this role, encompassing the oversight and support of client acquisition, retention, portfolio management, and ongoing relationship development. This role will provide crucial support, acting as a coach, mentor, and co-pilot to the team.

Operations and Compliance

Operational and compliance responsibilities are also key to this role. This includes working with Executive Leadership to create and review a branch growth plan, adhering to internal and external policies and ethics, and ensuring a consistent client experience while managing elements of a branch P&L. By effectively fulfilling these responsibilities, you will play a crucial role in driving branch and firm growth. Fostering a positive team culture and delivering an exceptional client and employee experience.

What You’ll Bring

• Proven Experience: 10 years of experience as a client-facing wealth manager.
• Leadership Experience: 5 years of experience managing and leading a multi-person team, including a combination of direct and indirect reports.
• Investment Management: Experience managing discretionary relationships.
• Communication Skills: Proactive leader and communicator, skilled in addressing performance matters, fostering open dialogue, and driving positive resolutions through constructive discussions.
• Wealth Management Knowledge: Demonstrate an understanding of comprehensive wealth management concepts, including financial planning, tax planning, and estate planning.
• Client Focus: Strong record of accomplishment of both client development and client retention.
• Sales and Relationship Building: Experience in profiling, overcoming objections, negotiation, team selling, closing the sale, and asking for referrals.
• Teamwork: Ability to lead and work in a team-based environment.
• Market Knowledge: Thorough understanding of the financial markets.
• Fiduciary Commitment: Passion for providing a fiduciary standard of care to clients.

What You Can Expect

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 benefits, opportunities for professional growth and development, summer hours, and eight paid holidays throughout the year. Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future. 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.