Lutz Financial + 401(k) Relationship / Account Manager
Lutz Financial is a SEC registered investment advisory firm that services high net worth clients. As an affiliate of Lutz, a leading Midwest business solutions firm, our team has over 100 years of combined experience that is focused on enhancing our clients’ lives through a combination of technical expertise, attention to detail, and the desire to truly understand what matters most to our clients. We say that we “mind what matters”, this is true in how we approach our clients, their families and businesses.
A 401(k) Relationship / Account Manager works closely with our 401(k) Lead Adviser as the primary contact between the Record Keepers, Third-Party Administrators, banks, sponsor companies, clients and Lutz Financial internal departments. This individual act as primary point of contact for retirement plan onboarding and daily processing; he or she will provide problem resolutions to inquiries as they arise. We are seeking an experienced retirement plan account manager whose day to day functions will include answering questions received via phone and email from provider clients, provides timely and accurate information and issue resolution, conducts research, and facilitates the processing of all requests. Strong knowledge of retirement plans and features is critical. This individual will need to effectively communicate the business proposition, features, and requirements of plans, brokerage services, and assist participants in their individual retirement plan client experience.
Chartered Retirement Plans Specialist (CRPS) is a credential for those who create, implement and maintain retirement plans for businesses. Successful applicants earn the right to use the CRPS designation with their names for two years.
HOW TO APPLY
For confidential and prompt consideration, go to www.lutz.us/apply. You may also call Caitlin Cain at 402.769.7051 or send your resume to firstname.lastname@example.org. We understand confidentiality is extremely important; your resume will NOT be forwarded without your permission.
MIND WHAT MATTERS AT LUTZ
Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2018
Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2017
Awarded “Omaha’s Business in Excellence Award” by the Omaha Chamber, 2016
Voted “Best of the Best” and a “Top 200 Firm” by Inside Public Accounting, 2016
Named “Regional Leader in the Midwest” by Accounting Today, 2016
Received an Edge Award for “Internal Technology Innovation” by LEA Global, 2015
Awarded “Best Places to Work for Millennials” by The Center for Generational Kinetics, 2015
Job Number - 4527CC
|Date Posted||November 9, 2018|
|Date Closes||December 9, 2018|
|Located In||Omaha, NE|
|Function||401 Account Management Financial|
|Job Type||Full-time Employee|
|SOC Category||13-2052.00 Personal Financial Advisors|
|Address||13616 California Street|
|City, State and Zip||Omaha, NE 68154|
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