Director / Managing Director - Valuations
Role Overview
This is a senior-level role for a valuation professional to lead complex valuation and advisory engagements, owning client relationships end-to-end. The hire will advise entrepreneurs, board members, high-net-worth executives, and private equity sponsors, making a direct impact on client outcomes and business growth through their portable book of business.
Perks & Benefits
The position offers 100% remote work from anywhere in the U.S., with a boutique culture and national platform via Crete Professionals Alliance. Benefits include health, dental, and vision insurance, a Safe Harbor 401(k) with employer contributions, and performance-driven upside tied to origination and book of business, providing flexibility and significant growth potential.
Full 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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