Client Relationship Manager + Wealth Management + Omaha

In Omaha, NE, Lutz and Company operates a private-office style wealth management practice. The Client Relationship Manager role delivers concierge-level service to a curated group of high-net-worth clients. This non-sales position prioritizes trust, discretion, and a seamless, elevated client experience.

Responsibilities

• Serve as the primary point of contact for a curated group of high-net-worth clients (approximately 50 relationships).
• Deliver a concierge level experience, anticipating needs, solving problems, and ensuring every interaction feels effortless.
• Coordinate across internal teams to ensure client requests are executed flawlessly.
• Build strong, long-term relationships grounded in trust, responsiveness, and attention to detail.
• Handle sensitive and confidential information with the highest level of professionalism.

Requirements

• 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 also 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 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, prioritizing deep relationships over high-volume client turnover.

Why This Role Stands Out

• No business development expectations; this is purely about delivering an elite client experience.
• A 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.