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Client Operations
Engagement Manager
Run the diagnostic and the implementation calendar so nothing depends on somebody remembering.
Remote, United StatesFull time
Why this seat exists
Our diagnostic is deliberately deep and the implementation has hard deadlines. Both currently run on the principals' attention, which is the wrong resource.
What you would own
- 01Run onboarding end to end: document collection, secure exchange, and chasing what is missing
- 02Own the deadline calendar. Elections, filings, funding dates, and the annual review cadence
- 03Coordinate between the client, their CPA, their counsel, and our technical team
- 04Keep the engagement record complete and current, so any file can be picked up cold
- 05Be the client's practical point of contact for anything that is not strategy
What we are looking for
- Demonstrated ability to run multiple complex, deadline-driven matters at once without dropping any
- Exceptional organization and follow-through. This seat is judged on nothing falling through
- Professional, calm client communication with senior people
- Discretion. You will handle complete financial pictures of private individuals
Useful, not required
- Experience in a professional services firm, ideally legal, accounting, or wealth management
- Familiarity with tax deadlines and filing calendars
- Comfort with CRM and document management systems
What we offer
- Genuine ownership of the client experience rather than administrative support
- Direct client contact with sophisticated people
- A defined operating standard you get to build rather than inherit
How to apply
Send a note to hello@odysseystrategicadvisors.com with the role in the subject line. Tell us what you would own and why this work interests you. A CV is useful but the note matters more, and we read every one.
We reply to everyone, including when the answer is no.
Apply
Tell us which seat is yours.
A short note about the role and what you would bring is enough to start.
Engagements typically begin at $2M+ of annual income, or a comparable taxable event.