Director of Client Development

Imagine being part of an organization that challenges and inspires you to do your best work, where you're encouraged to refine your expertise, expand your capabilities, and contribute meaningfully from day one. At Embarc Advisors, we prioritize professional growth, value innovative thinking, and recognize the impact of each team member. Join us, and be part of a firm where your potential is cultivated and your achievements are genuinely rewarded.

Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant, Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a different path, a high‑performance and high‑learning environment in a human‑centered environment. Our firm delivers best‑in‑class advice across M&A, capital raising, outsourced corporate development, and strategic CFO services
, supporting clients through every stage of the company lifecycle.

We’ve built a team of corporate finance professionals with backgrounds in investment banking, private equity, consulting, strategic finance, and investment management, individuals who thrive on challenge, continuous improvement, and delivering results. We’ve helped clients close complex M&A transactions, raise capital from early‑stage seed to $100M+ growth rounds, and scale profitably as their long‑term CFO partners.

At Embarc, we see ourselves as an elite sports team, united by trust, driven by shared purpose, and anchored in values like Kaizen, excellence, and perseverance. Our internal operating system (EOS) brings structure, accountability, and alignment to how we execute and grow. This mindset and system allow us to attract ambitious professionals and purpose‑driven clients alike—those ready to do the real work and unlock meaningful value.

At Embarc, we offer something different and compelling: the opportunity to build a sustainable, values‑aligned career in finance, where you grow fast, contribute meaningfully, and stay in the game for the long haul.

Embarc Intro Deck here:

Job Type: Full‑Time

Position Location:

Remote The Director of Client Development is responsible for advancing and closing advisory engagements by nurturing qualified opportunities generated through partners, inbound interest, and internal referral sources. This role does not perform lead generation or initial screening. Instead, it focuses on building trust, educating prospects, shaping scope and pricing, and closing engagements across M&A advisory, Quality of Earnings, FP&A, and Fractional CFO services.

This individual acts as a collaborator, guiding prospects from early interest through signed engagement while ensuring solution fit, pricing clarity, and a high confidence buying experience.

• Relationship Development & Nurture
  • 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.
• Solution Education & Value Communication
  • 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.
• Scope Development & Pricing
  • 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.
• Deal Advancement & Closing
  • 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.
• Internal Coordination
  • Partner…