Annex Wealth Management · 1 day ago
Associate Events Manager
Brookfield,WI,US
Full-time
Onsite
Mid LevelAnnex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. The Associate Events Manager will ensure the seamless planning, coordination, and execution of Annex's event portfolio by delivering high-quality experiences that strengthen client relationships and support firm growth.
Business Information SystemsConsultingFinancial 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
Qualification
Required
Demonstrated strength in delivering high-quality service experiences and managing interactions with professionalism and care
Proven ability to work collaboratively in a team-first environment while supporting cross-departmental coordination
Self-motivated, organized, and list-driven, with a consistent ability to manage multiple tasks and deadlines
Comfortable adopting new tools, systems, and event-related technologies to support efficient execution
Able to travel as needed and work outside standard business hours to support event schedules
Preferred
College degree, events experience, or exposure to financial services
Benefits
Medical, dental, and vision insurance
401(k) plan to help you secure your financial future
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
Summer hours
Casual Friday’s!
Company
Annex Wealth Management
Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Naomi Ackley
Chief Compliance Officer
Recent News
2025-10-30
BizTimes Milwaukee
2025-09-13
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