Client Relationship Manager + Wealth Management + Omaha

Location: Omaha, NE. This private-office style opportunity emphasizes discretion and delivering an elevated, concierge-level client experience for a select group of high-net-worth clients.

What You’ll Do

• Act as the principal liaison for a curated portfolio of high net worth clients (approx. 50 relationships).
• Provide a concierge-level service by anticipating needs, resolving issues, and ensuring every interaction feels effortless.
• Coordinate with internal teams to fulfill client requests flawlessly.
• Build strong, long-term relationships grounded in trust, responsiveness, and meticulous attention to detail.
• Handle sensitive and confidential information with the highest level of professionalism.

What We’re Looking For

• Proven experience delivering white-glove service to high-end clientele.
• Background in Wealth Management, Family Office, Private Banking, or a similar environment preferred.
• Experience supporting high-profile executives or serving in a high-end Executive Assistant capacity may translate well.
• Track record of working with High Net Worth (HNW) or Ultra High Net Worth (UHNW) individuals.
• Highly polished communication skills with a proactive, service-first mindset.
• Exceptional attention to detail and the ability to anticipate client needs.

The Environment

• Boutique, relationship-driven setting with a strong emphasis on discretion and service excellence.
• Opportunity to work closely with leadership and make a direct impact on client satisfaction.
• Focus on quality over quantity—deep relationships, not high-volume client turnover.

Why This Role Stands Out

• No business development expectations—this role is purely about delivering an elite client experience.
• Chance to work with a highly selective client base where your work truly matters.
• Ideal for someone who thrives in a refined, high-touch service environment and wants to be valued for it.

How to Apply

If you’re someone who takes pride in delivering a level of service that others cannot replicate, we’d love to connect.

For confidential consideration, please complete our Lutz application for this role listed on our website: www.lutz.us/current-opportunities. You can also send your resume to Jana Mustard at [email protected].

We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.

Job Number – 3567851SG #MP