Annex Wealth Management · 13 hours ago
Director of Information Technology
Brookfield, WI
Full-time
Onsite
Mid, Senior Level
7+ years expAnnex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. The Director of Information Technology will lead the firm’s technology strategy and operations, ensuring secure, reliable, and scalable systems that support growth, productivity, and excellent client experience.
Business Information SystemsConsultingFinancial Services
Responsibilities
Develop and maintain a multi-year technology roadmap, identify opportunities to automate and modernize firmwide processes, and partner with senior leaders to ensure technology decisions align with business strategy
Maintain a strong cybersecurity posture, oversee data protection and vendor risk, and ensure compliance with SEC and RIA regulatory expectations
Manage data governance and integrity, ensure high-quality data flows across key systems, and lead integration and API strategies that support real-time insights and efficient workflows
Ensure team members have reliable tools and timely support, oversee help desk and onboarding/offboarding processes, and drive adoption of new systems through effective change leadership
Manage vendor selection, contracts, and performance, ensure technology investments deliver ROI, and oversee IT budgeting
Maintain and test disaster recovery, continuity plans, and backup strategies to ensure operational resilience
Lead and develop a high-performing IT team, fostering a culture of accountability, collaboration, and continuous improvement with clear roles and career paths
Qualification
Required
7+ years of progressive IT leadership in complex, security-sensitive or regulated environments
Experience supporting multi-office or multi-state operations
Strong preference for backgrounds in wealth management, financial services, or other SEC-regulated settings
Strong understanding of enterprise applications, systems architecture, cloud platforms, device management, and identity/security frameworks
Experience across core RIA technologies including CRM, planning and portfolio systems, custodial integrations, reporting tools
Solid foundation in cybersecurity, vendor risk, and data protection best practices
Ability to build, communicate, and execute a clear technology roadmap
Strong project management and cross-functional leadership skills
Analytical ability to identify opportunities for efficiency, automation, and process improvement
Skilled in coaching and developing teams
Ability to communicate technical concepts to non-technical audiences
Ability to build trust across departments
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
Company data provided by crunchbase