Director of Client Development

Embarc Advisors • Chicago, IL

22d • Remote

About The Position

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.
About Embarc Advisors
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: https://docsend.com/view/bej7d89ncu2mma4m
Role Overview
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.

Requirements

• Our ideal candidate is an experienced advisory sales professional with 7–10+ years of relevant experience in investment banking, transaction advisory, consulting, or professional services business development.
• The strongest candidates will have direct experience selling or supporting M&A advisory services and/or CFO, FP&A, or financial transformation engagements, ideally within a professional services environment where relationships, credibility, and consultative selling are critical.
• Experience in non-prospecting, relationship-driven business development roles is strongly preferred.
• 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.

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.

Benefits

• A strong culture of trust, ownership, and continuous learning
• A path to shared success, with opportunities to participate in the upside
• Diverse sector experience. Our clients operate in sectors including technology, healthcare, cannabis, industrials, CPG, among others
• A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed