Associate Events Manager

Annex Wealth Management – Know the Difference 

Join Our Growing Team at our Headquarters in Brookfield - (on-site gym)! 

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 seven-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 registered investment advisor 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. 

At Annex Wealth Management, our values aren’t just words – they guide how we work every day: 

• Knowledge 
• Accountability 
• Integrity 
• Courage 
• Respect 
• Ownership 

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you. 

What You’ll Do 

The purpose of the Associate Events Manager is to ensure the seamless planning, coordination, and execution of Annex’s event portfolio by delivering consistent, high-quality experiences that strengthen client relationships, support firm growth, and reinforce Annex’s brand across all branches. 

• Event Planning & Coordination: Partner with Marketing and internal teams to define event goals, plan in-person events and webinars, and support long-term calendar management. 
• Event Execution: Oversee all logistics, including venue sourcing, catering, materials, and vendor coordination. Ensure smooth, professional onsite execution and consistent event quality. 
• Promotion & Engagement: Work with Marketing to promote events to the right audiences and support strong registration and attendance. Collaborate with internal stakeholders to align event goals. 
• Communication & Onsite Support: Manage clear, timely pre-event communication and lead real-time onsite coordination to deliver a polished, consistent experience. 

What You’ll Need to Succeed 

• Client Service: Demonstrated strength in delivering high-quality service experiences and managing interactions with professionalism and care. 
• Team Orientation: Proven ability to work collaboratively in a team-first environment while supporting cross-departmental coordination. 
• Work Ethic: Self-motivated, organized, and list-driven, with a consistent ability to manage multiple tasks and deadlines. 
• Technology Adaptability: Comfortable adopting new tools, systems, and event-related technologies to support efficient execution. 
• Flexibility: Able to travel as needed and work outside standard business hours to support event schedules. 
• Background (Strongly Preferred, Not Required): College degree, events experience, or exposure to financial services 

Comprehensive Benefits 

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: Our benefits package includes medical, dental, and vision insurance, as well as a 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! 

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.