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Director / Managing Director - Valuations

Key Facts

Remote From: 
Full time
Expert & Leadership (>10 years)
English

Other Skills

  • Client Confidentiality
  • Communication
  • Leadership
  • Teamwork

Roles & Responsibilities

  • 8+ years in valuation or financial advisory
  • Senior Manager / Director / Partner-track background
  • Strong technical expertise plus a portable book of business
  • Relevant professional designations preferred (ASA, ABV, CFA, CVA)

Requirements:

  • Lead complex valuation and advisory engagements
  • Own client relationships end-to-end
  • Advise entrepreneurs, board of directors, HNW executives, PE sponsors, and advisors (Attorneys, Tax and Audit)

Job description

Senior Manager/Director/MD – Valuations
Fully Remote | National Platform | Real Upside

We’re hiring an experienced valuation professional with a portable book of business who wants more autonomy, flexibility, and growth than a traditional firm can offer.

Why Cabrillo Advisors

  • 100% remote—work from anywhere in the U.S.

  • Boutique culture

  • National platform via Crete Professionals Alliance

  • Real incentives tied to origination and the book of business

  • Built for senior performers and rainmakers

The Role

  • Lead complex valuation and advisory engagements

  • Own client relationships end-to-end

  • Advise entrepreneurs, board of directors, HNW executives, PE sponsors, and advisors (Attorneys, Tax and Audit)

Who This Is For

  • 8+ years in valuation or financial advisory

  • Senior Manager / Director / Partner-track background

  • Strong technical expertise plus a portable book of business

  • Relevant professional designations preferred (ASA, ABV, CFA, CVA)

Compensation & Benefits

  • Market - commensurate with experience and business contribution

  • Performance-driven upside tied to origination and book of business

  • Health, dental, and vision insurance

  • Company-paid life and long-term disability insurance

  • Safe Harbor 401(k) with employer contributions

  • Professional development resources (Becker, LinkedIn Learning)

If you’re a senior valuation professional who wants flexibility, influence, and meaningful upside, let’s talk.

Confidential conversations welcome.

Crete Professionals Alliance (“Crete PA”) and its network firms are Equal Opportunity Employers and consider all qualified applicants without regard to any protected status under applicable law.

Roles may be affiliated with Crete PA network firms and are open to U.S.-based candidates authorized to work in the United States without sponsorship. Compensation is competitive and commensurate with experience, with final pay determined by multiple factors in accordance with applicable law.

Crete PA is not a licensed CPA firm. Its network firms provide tax, advisory, and other non-attest services in accordance with applicable professional standards.

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