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Marketing Associate
Brookfield
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Description

 

Proud of the quality you deliver? This role lets you shine while taking on a diverse mix of projects!


Marketing Associate 

The Marketing Associate plays a foundational role in supporting Annex’s brand, media presence, and marketing operations. This position partners closely within the Marketing team to execute content, support campaigns, and maintain production standards while developing hands-on skills in media productions and execution. The role provides both operational consistency and growth capacity to help the firm achieve its strategic marketing goals. 


What You’ll Do 

  • Media Production & Editing: Produce, edit, and deliver audio and video content in alignment with the firm’s media calendar, brand standards, and production guidelines.  
  • Content Execution & Support: Support marketing campaigns, events, and firm initiatives through timely creation and editing based on communicated need 
  • Collaboration & Relationships: Partner with internal stakeholders and external vendors to support recording, content development, and media coordination. 
  • Process Adherence: Follow documented workflows and production guidelines to ensure consistency across deliverables. 
Requirements

 

Preferred Qualifications 

  • Team Orientation: Proven ability to work collaboratively in a team-first environment while supporting cross-departmental coordination. Ability to travel to Annex locations/off-site for events during and after normal business hours.  
  • 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 marketing-related technologies to support efficient execution. 
  • Communication: Ability to receive direction clearly and ask clarifying questions to ensure expectations are met.  
  • Background (Strongly Preferred, Not Required): Recording and producing audio and video, experience with Adobe Suite, writing and editing copy, familiarity with CMS and marketing analytics tools 


Annex Wealth Management – Know the Difference 

Join Our Growing Team in Our New Headquarters in Brookfield (gym included)! 


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 six-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. 



What You Can Expect 

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) 
  • 100% Paid Parental Leave 
  • 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 

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. 

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