💼 About This Role

You'll lead complex valuation and advisory engagements for a national platform, owning client relationships end-to-end. You'll advise entrepreneurs, board directors, and PE sponsors with real autonomy and flexibility. This role offers meaningful upside tied to your origination and portable book of business.

🎯 What You'll Do

• Lead complex valuation and advisory engagements
• Own client relationships end-to-end
• Advise entrepreneurs, board directors, and PE sponsors
• Originate and grow a portable book of business

📋 Requirements

• 8+ years in valuation or financial advisory
• Senior Manager / Director background
• Portable book of business
• Professional designation (ASA, ABV, CFA, CVA)

✨ Nice to Have

• Experience with PE sponsors and HNW clients
• National network of referral sources

🎁 Benefits & Perks

• 🏖️ 100% Remote work from anywhere in the U.S.
• 💰 Performance-driven upside tied to origination
• 🏥 Health, dental, and vision insurance
• 🏦 Safe Harbor 401(k) with employer contributions
• 📚 Professional development (Becker, LinkedIn Learning)