Executive Liaison

Ready to be at the center of leadership and firm-wide execution?Executive Liaison The Executive Liaison plays a central role in accelerating leadership momentum by connecting people, information, and projects at the right time. This is a high-trust, high-visibility position that blends executive support, project management, operational coordination, and relationship building. You'll work closely with the COO and leadership team to streamline workflows, strengthen communication across departments, and ensure key initiatives move forward with clarity and precision. If you thrive in a fast-moving environment, anticipate needs before they surface, and take pride in delivering polished, reliable work - this role offers meaningful impact and long-term career momentum. What You'll DoExecutive Support & Coordination Manage executive scheduling, communication, and day-to-day priorities. Prepare meetings, gather information, and create concise executive summaries. Anticipate needs and clear roadblocks to keep leadership moving. Operational Support Coordinate internal meetings and document processes. Identify efficiency improvements and support cross-team initiatives. Project Management Organize and track firm-wide priorities. Communicate expectations, involve the right stakeholders, and deliver accurate, on-time results. Relationship & Client Engagement Build strong internal relationships to support clear communication. Handle select client interactions and direct questions to the right resources. Strengthen partnerships and support targeted outreach efforts. Facilities & Vendor Management Partner with branch teams to address maintenance needs. Evaluate vendor quotes, oversee performance, and ensure quality standards. Coordinate workspace enhancements and support branch relocations or expansions. Confidentiality & Professional Judgment Maintain strict confidentiality and communicate with clarity and discretion. Seek diverse perspectives when navigating complex tasks. Requirements What You'll Need to Succeed Executive Leadership Experience: 6+ years supporting executive leadership or working in a high-responsibility administrative, operational, or project management role Organization & Project Management: Strong organizational and project management skills Technical Proficiency: Experience with MS Word, Excel, and PowerPoint Communication Excellence: Exceptional written and verbal communication skills Adaptability & Workload Management: Ability to adapt to an ever-changing workload and shifting priorities Facilities & Vendor Experience: Experience in facilities management or vendor relations is helpful but not required Independent & Collaborative Work Style: Ability to work independently and collaboratively with equal effectiveness Growth Mindset & Continuous Improvement: Openness to feedback and commitment to continual improvement Innovation & Contribution: Willingness to share ideas that help the firm succeed 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 we do, we'd love to hear from you. Annex Wealth Management - Know the Difference Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)! 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 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. 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: 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 Parental Leave Opportunities for professional growth and development Holiday & Summer hours Casual Fridays 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.

Created: 2026-03-11