Player-Coach Leader, Client Service & Team Growth

Annex Wealth Management LLC; Delafield (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Paid Holidays

Parental Leave

Company Events

Summer Hours

Job summary

Annex Wealth Management is seeking a Supervisor of Client Service to lead the team as a player-coach, delivering exceptional client experiences while actively working alongside staff. The role blends hands-on client service with coaching, training, and elevating performance across the department.

You will guide day-to-day execution, model best practices, and foster clear communication to strengthen the team, drive goals, and enhance firm success. This is a full-time, on-site leadership role.

Qualifications

• Leadership and coaching experience to guide a client service team.
• Strong communication with internal and external groups and the ability to structure complex messages.
• Proactive identification of opportunities for improvement, new offerings, and processes.
• Ability to manage deadlines, assist others, and take personal accountability for tasks.
• Interpersonal skills to influence others, foster collaboration, and manage team dynamics.
• Experience overseeing employee development and HR-related responsibilities.
• Adaptability to identify problems and gain buy-in on solutions.
• Professional approach to timely decisions and appropriate communication.

Responsibilities

• Elevate Client Service Experience by guiding and developing the Client Service team.
• Oversee team performance, coaching, and evaluating staff to optimize productivity and morale.
• Identify opportunities for enhancements, new offerings or processes, and resolve issues.
• Maintain high standards of compliance and operational efficiency, meeting deadlines.
• Coordinate training and materials, escalate issues, and lead projects and initiatives.
• Foster cross-department collaboration and understand downstream impacts.
• Communicate effectively with internal and external groups and mentor team members.
• Support HR tasks such as growth plans, goal setting, and performance reviews.

Skills

Leadership

Coaching

Communication

Problem solving

Organizational skills

Interpersonal skills

Talent development

Adaptability

Professionalism

Job description

Annex Wealth Management is seeking a Supervisor of Client Service to lead the team as a player-coach, delivering exceptional client experiences while actively working alongside staff. The role blends hands-on client service with coaching, training, and elevating performance across the department.

You will guide day-to-day execution, model best practices, and foster clear communication to strengthen the team, drive goals, and enhance firm success. This is a full-time, on-site leadership role.