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Embarc Advisors · 13 hours ago

Director of Client Development

United States

Full-time

Remote

Mid, Senior Level

7+ years exp

Embarc Advisors is a firm that offers innovative financial advisory services, founded by former investment banking and consulting professionals. The Director of Client Development will focus on nurturing qualified opportunities and closing advisory engagements across M&A advisory, Quality of Earnings, FP&A, and Fractional CFO services, ensuring a high-confidence buying experience for clients.

AdviceConsultingFinancial ServicesManagement Consulting

H1B Sponsor Likely

Responsibilities

Serve as the primary commercial point of contact for qualified prospects once interest is established

Build long-term, trust-based relationships with CEOs, CFOs, PE professionals, and corporate development leaders

Maintain consistent follow-up cadence using thoughtful outreach, relevant insights, and in-person meetings when appropriate

Act as a knowledgeable advisor throughout the buying journey

Share tailored collateral, case studies, and relevant deal experience aligned to the prospect's situation

Clearly articulate how M&A advisory, QoE, FP&A, and Fractional CFO services create value across growth, liquidity, and operational readiness

Translate complex advisory services into practical business outcomes

Develop engagement scopes in collaboration with internal delivery teams

Present clear service options, timelines, and pricing structures

Adjust scope and pricing based on client needs while protecting firm economics and delivery integrity

Manage deal progression from initial engagement discussion through signed contract

Lead proposal reviews, address objections, and negotiate commercial terms

Drive timely decision-making while maintaining a high-trust, low-pressure approach

Consistently close new advisory engagements across service lines

Partner closely with Managing Directors, engagement leaders, and marketing to ensure seamless handoff post-close

Provide feedback on market needs, client objections, and service packaging opportunities

Maintain accurate CRM records and pipeline forecasts

Qualification

M&A advisoryCFO servicesFP&AQuality of EarningsTransaction advisoryConsultative sellingExecutive communicationFinancial reportingPipeline disciplineRelationship-building

Required

7–10+ years of relevant experience in investment banking, transaction advisory, consulting, or professional services business development

Direct experience selling or supporting M&A advisory services and/or CFO, FP&A, or financial transformation engagements

Strong understanding of M&A processes and transaction timelines

Quality of Earnings and diligence concepts

CFO-level financial reporting, forecasting, and strategic finance

Exceptional relationship-building and executive communication skills

Ability to comfortably discuss financial concepts with senior executives

Commercially astute with a consultative, credibility-driven sales style

Highly organized with strong follow-through and pipeline discipline

Trusted-advisor mindset rather than 'hunter' mentality

Comfortability with long sales cycles and complex buying committees

Confident, polished, and credible demeanor/presence in executive and PE environments

Motivation to close meaningful, high-impact advisory work

Preferred

Experience in non-prospecting, relationship-driven business development roles

Benefits

Competitive compensation plus semi-annual performance bonuses

401(k) with immediate vesting and employer match after one year

Comprehensive medical, dental, and vision coverage

Unlimited vacation time and paid sick leave

Team offsites to connect, recharge, and grow together

Company

Embarc Advisors

Embarc Advisors is a financial consultancy that provides strategic services to startups, SMBs, and middle-markets.

Founded in 2018

West Hollywood, California, USA

11-50 employees

https://embarcadvisors.com/

H1B Sponsorship

Embarc Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)

2023 (2)