Talent Acquisition Specialist

Annex Wealth Management; Town of Brookfield (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan with company-m皆

Company Events

Summer hours

Job summary

Annex Wealth Management seeks a Talent Acquisition Specialist to lead full-cycle recruiting and be a culture champion. You will partner with senior leaders to define role expectations, craft compelling postings, and design structured interviews that reflect Annex’s values.

The role involves proactive sourcing, candidate relationship management, and presenting concise summaries to hiring teams, ensuring a positive interview experience and strategic talent decisions in a fast-moving environment.

Qualifications

• 5+ years of full-cycle recruiting experience within the financial services industry.
• Bachelor's degree in business or human resources (or equivalent experience).
• Expert user in LinkedIn & Greenhouse (Paylocity preferred).
• Exceptional communication skills, with the ability to build trust, influence stakeholders, and create an elite candidate experience.
• Forward thinking, solution-oriented approach, demonstrating creativity, optimism, and strong problem solving in fast-moving hiring environments.
• Strong project management abilities, with demonstrated success managing multiple searches, priorities, and deadlines.
• High level of discretion, maintaining confidential information, and exercising sound judgment in sensitive situations.

Responsibilities

• Serve as a culture ambassador and shape the candidate experience across all touchpoints.
• Partner with senior leadership and hiring managers to define role expectations and criteria.
• Creative talent sourcing via LinkedIn, networks, events, referrals, and communities.
• Translate role requirements into engaging postings and structured interview guides.
• Conduct thoughtful interviews to assess skills, motivation, and cultural fit; build rapport with candidates.
• Prepare candidate summaries and guide managers through evaluation and decisions to ensure alignment.
• Represent Annex at career fairs and community events to strengthen the talent pipeline.
• Assist with internship recruiting, onboarding, and program coordination.

Skills

Talent sourcing

Candidate assessment

Relationship management

Interview design

Employer branding

Education

Bachelor's degree

Tools

LinkedIn

Greenhouse

Paylocity

Job description

Description

Brookfield, WI

Ready to make an immense impact by helping build the talent that fuels innovation, strengthens culture, and drives organizational success?

The Talent Acquisition Specialist plays a pivotal role in shaping Annex’s culture by delivering an exceptional candidate experience and building strong, value-aligned teams. As a key member of the HR team, this role leads full-cycle talent acquisition efforts through strategic partnership, creative sourcing, and high-touch relationship management. Leveraging sound judgment and a consultative approach, the Talent Acquisition Specialist ensures every candidate and hiring manager feels supported, informed, and connected to Annex’s mission while driving meaningful value and organizational impact through hiring decisions.

Key Responsibilities

• Culture Champion & Experience Architect: Serve as a key ambassador of Annex’s culture, ensuring every candidate/employee interaction reflects warmth, professionalism, and our commitment to an elite experience.
• Internal Relationship Management: Work closely with senior leadership and hiring managers to understand business needs, define role expectations, and establish competency-based selection criteria that align with Annex’s values and long-term talent strategy.
• Creative Talent Sourcing: Proactively identify and engage top talent through innovative sourcing strategies, including LinkedIn, professional networks, industry events, employee referrals, and niche talent communities.
• Compelling Job Postings & Interview Design: Translate role requirements into clear, engaging job postings and structured interview guides that reflect Annex’s culture and career pathing.
• Candidate Assessment & Relationship Building: Conduct thoughtful video and in person interviews to evaluate skills, experience, motivation, and cultural alignment while fostering trust and rapport with candidates.
• Candidate Presentation & Stakeholder Influence: Prepare polished candidate summaries and guide hiring managers through evaluation, feedback, and decision making to ensure alignment, clarity, and consistency across the hiring process.
• Career Fair & Community Engagement: Represent Annex at university and community career fairs, building meaningful relationships with students, faculty, and campus partners to strengthen our talent pipeline.
• Internship Program Support: Assist with intern recruiting, interviewing, onboarding, and program coordination, contributing to the development of future talent and reinforcing Annex’s reputation as a premier employer.
• Onboarding & New Hire Integration: Deliver a seamless, welcoming onboarding experience that equips new hires with the resources, information, and support needed to thrive in their first 90 days.
• Operational Excellence Manage multiple searches simultaneously, maintain accurate candidate tracking, and uphold high standards of confidentiality, organization, and communication.
• General HR & Culture Support: Provide assistance with internal HR initiatives and culture building activities, including company events such as the annual picnic, holiday celebrations, and other employee engagement efforts that strengthen Annex’s community and values.

Annex Wealth Management – Know the Difference

Join Our Growing Team! 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 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.

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.

Requirements

What You’ll Need to Succeed

• 5+ years of full-cycle recruiting experience within the financial services industry, with a proven ability to creatively identify, attract, and hire high caliber, client-facing talent.
• Bachelor's degree in business or human resources (or equivalent experience).
• Expert user in LinkedIn & Greenhouse (Paylocity preferred)
• Exceptional communication skills, with the ability to build trust, influence stakeholders, and create an elite candidate experience.
• Forward thinking, solution-oriented approach, demonstrating creativity, optimism, and strong problem solving skills in fast-moving hiring environments.
• Strong project management abilities, with demonstrated success managing multiple searches, priorities, and deadlines simultaneously.
• High level of discretion, maintaining confidential information, and exercising sound judgment in sensitive situations.

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
• 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.