Manager of Ignite jobs in United States
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Annex Wealth Management · 2 weeks ago

Manager of Ignite

positionBrookfield,WI,US
timeFull-time
remoteOnsite
seniorityMid, Senior Level

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. The Manager of Ignite leads and supports a dedicated team to ensure the delivery of high-quality client service while developing and mentoring team members.

Business Information SystemsConsultingFinancial Services

Responsibilities

Coach, mentor, and support wealth managers to strengthen performance, morale, and overall team effectiveness
Ensure the team maintains strong client relationships, high retention, and consistently delivers fiduciary-level service
Support referral growth and contribute to the firm’s broader AUM and business expansion goals
Uphold all regulatory requirements, firm policies, and operational best practices
Improve workflows, encourage knowledge sharing, and foster a positive, collaborative team culture
Contribute to planning and executing firm-wide strategies that elevate the client experience and drive long-term success

Qualification

Client serviceWealth managementTeam leadershipDigital marketingRelationship managementCompliance knowledgeCoaching abilityBusiness acumenFinancial planning toolsCRM systemEffective communication

Required

Bachelor's degree in marketing, business, communications, or related field
Proven experience in digital marketing, including leadership or team management capacity
Background in wealth management, financial services, or insurance is required
Strong team leadership and coaching ability
Commitment to exceptional, fiduciary-level client service
Solid relationship-management and business acumen
Working knowledge of industry regulations and compliance
Clear, effective communicator
Proficient with financial planning tools and CRM system

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
Opportunities for professional growth and development
Holiday & Summer hours
Casual Friday's

Company

Annex Wealth Management

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Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.
location
Elm Grove, Wisconsin, USA
people-size51-200 employees
web-link
https://annexwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Naomi Ackley
Chief Compliance Officer
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