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Strategy Associate Jobs in Mequon, WI (NOW HIRING)

Grzeca Law Group, S.C.

Associate Attorney

Milwaukee, WI · On-site

You will be invigorated by the fast pace, intellectually stimulated by the strategic approach, and ... The Associate Attorney serves as an Account Representative for assigned clients and matters, with ...

Pwc

Social Media Marketing Senior Associate

Milwaukee, WI · On-site

$55K - $187K/yr

Your work will involve developing strategies that communicate the organization's mission, values ... As a Senior Associate, you will build meaningful relationships and learn how to manage and inspire ...

Sargento

Retail Territory Sales Associate

Milwaukee, WI

$14.75 - $17/hr

In this developmental role, you will work under the guidance of the Associate Manager, Sales Planning and Execution, gaining hands-on experience in executing retail and sales strategies within an ...

Sargento

Retail Territory Sales Associate

Milwaukee, WI · On-site

$14.75 - $17/hr

In this developmental role, you will work under the guidance of the Associate Manager, Sales Planning and Execution, gaining hands-on experience in executing retail and sales strategies within an ...

Sargento Foods

Retail Territory Sales Associate

Milwaukee, WI · On-site

$14.75 - $17/hr

In this developmental role, you will work under the guidance of the Associate Manager, Sales Planning and Execution, gaining hands-on experience in executing retail and sales strategies within an ...

ULINE

Associate Product Manager

Milwaukee, WI

Associate Product Manager Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are ... If you're a strategic thinker looking to drive product success, we want you on our team! Careers ...

ULINE

Associate Product Manager

Milwaukee, WI · On-site

Associate Product Manager Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are ... If you're a strategic thinker looking to drive product success, we want you on our team! Careers ...

Brady

Corporate Development Associate

Milwaukee, WI · On-site

... Associate to join our growth engine. In this role, you will play a critical part in shaping the ... This is a high-visibility role where your financial models, strategic insights, and market research ...

ULINE

Marketing Associate

Milwaukee, WI

As a Marketing Associate, you'll play a key role in shaping our marketing strategy by keeping a pulse on customer feedback and competitor trends. Careers Packed with Potential. Backed by 45+ years of ...

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Showing results 41-60

All JobsStrategy Associate JobsStrategy Associate Jobs in Mequon, WI

Strategy Associate information

See Mequon, WI salary details

$28.9K

$83.2K

$131.4K

How much do strategy associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for strategy associate in Mequon, WI is $83,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is a strategy associate?

Strategy associates analyze data to help develop and execute a project for a company. These projects may include product launches, marketing campaigns, or financial analysis. As a strategy associate, your responsibilities are to prioritize tasks, streamline processes, and identify and resolve problems within the project. You may also be responsible for providing reports or presentations on your analysis and findings to company stakeholders.

How does a strategy associate typically collaborate with other departments within an organization?

Strategy Associates often work closely with teams across finance, marketing, operations, and product development to gather data, align on business objectives, and support the execution of strategic initiatives. This role requires strong communication skills and the ability to coordinate cross-functional meetings, synthesize diverse perspectives, and ensure stakeholders are informed throughout the project lifecycle. By collaborating with multiple departments, Strategy Associates gain a holistic view of the business and contribute to solutions that drive organizational growth.

What are the key skills and qualifications needed to thrive as a strategy associate, and why are they important?

To thrive as a Strategy Associate, you need strong analytical abilities, business acumen, and a relevant degree in business, economics, or a related field. Familiarity with data analysis tools like Excel, PowerPoint, and sometimes SQL or Tableau, as well as experience with strategic frameworks, is highly beneficial. Excellent communication, problem-solving, and teamwork skills help you effectively present recommendations and collaborate across departments. These competencies ensure you can develop actionable insights and support high-impact business decisions.

What is the difference between Strategy Associate vs Business Analyst?

AspectStrategy AssociateBusiness Analyst
Required CredentialsBachelor's degree, often MBA or related fieldBachelor's degree, sometimes advanced certifications
Work EnvironmentConsulting firms, corporate strategy teamsCorporate, consulting, or finance sectors
Employer & Industry UsageManagement consulting, corporate strategy departmentsBusiness operations, finance, consulting
Common Search & ComparisonYesYes

The Strategy Associate and Business Analyst roles share similarities in required education and work environments, often overlapping in consulting and corporate sectors. However, Strategy Associates typically focus on high-level strategic planning and recommendations, while Business Analysts tend to analyze data and support operational decisions. Both roles are essential in strategic and business development contexts, but their core responsibilities and focus areas differ slightly.

More about Strategy Associate jobs

What are the most commonly searched types of Strategy jobs in Mequon, WI?

The most popular types of Strategy jobs in Mequon, WI are:

What job categories do people searching Strategy Associate jobs in Mequon, WI look for?

The top searched job categories for Strategy Associate jobs in Mequon, WI are:

What cities near Mequon, WI are hiring for Strategy Associate jobs?

Cities near Mequon, WI with the most Strategy Associate job openings:

Strategy Associate jobs near you
Infographic showing various Strategy Associate job openings in Mequon, WI as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $83,227 per year, or $40 per hour.

Associate Wealth Manager - Whitefish Bay

Annex Wealth Management

Whitefish Bay, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Associate Wealth Manager (Path to Wealth Manager)
Annex Wealth Management - Know the Difference
Join Our Growing Team at our Whitefish Bay location!
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.
About the Role
Unlock your future in wealth management: The Associate Wealth Manager role is your direct pipeline to potentially becoming a Wealth Manager at our firm!
The purpose of the Associate Wealth Manager is to ensure seamless delivery of high-quality financial advisory services by supporting Wealth Managers and enhancing the overall client experience. This role is responsible for preparing client materials, attending meetings, coordinating across departments, and maintaining accurate records-all without any business development or sales responsibilities. The Associate Wealth Manager will embody professionalism, a client-first mindset, and strong collaboration skills to help execute strategic financial plans and maintain operational excellence. In this dynamic position, the Associate Wealth Manager will build foundational experience in advisory processes, client relationships, and operations-gaining valuable skills that support long-term professional growth.
Key Responsibilities
  • Accurate & Timely Client Meeting Preparation: Ensure all financial data, reports, and supporting materials are organized and prepared before scheduled client meetings.
  • In-Meeting Support & Documentation: Attend client meetings alongside the Wealth Manager, capture accurate notes, and track follow-up tasks for implementation.
  • Client Request Management: Respond to client inquiries and requests promptly while maintaining a high level of service and accuracy.
  • Portfolio Review Support: Assist in ongoing portfolio reviews and strategy alignment to support long-term client goals.
  • Cross-Functional Collaboration: Work alongside financial planning, investment, and tax teams to deliver integrated advisory services to clients. Actively communicating with the Investment team to effectively manage financial accounts and meet client needs.
  • Compliance & Record Maintenance: Maintain accurate, up-to-date client files in accordance with regulatory standards and internal processes.
  • Advisory Implementation Coordination: Facilitate the timely execution of financial recommendations and action items by coordinating with appropriate internal teams.
  • Proactive Client Engagement: Conduct comprehensive meeting preparation, including pre-call planning and data management for financial planning input. Execute post-meeting follow-ups both internally and with clients and conduct proactive client outreach.
  • Annex Event Engagement: Support Annex events annually through active attendance and participant follow-up.

Requirements
What You'll Need to Succeed
  • Education and Certifications: Bachelor's degree in Finance, Business, Economics, or related field. Series 65 or equivalent within 6 mos. (Working towards CFP).
  • Experience: 2+ years in financial services, wealth management, or client advisory support roles.
  • Financial Planning & Investment Knowledge: Familiarity with financial planning strategies, portfolio management principles, and investment fundamentals.
  • Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.
  • Organizational Excellence: Proven ability to manage multiple priorities and deliver timely, accurate results in a fast-paced advisory setting.
  • Team-Based Collaboration: Comfortable working cross-functionally with internal experts to support client strategy and execution.
  • Technology Proficiency: Skilled in CRM platforms, wealth management tools, and financial reporting software.

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

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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