Job Description

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Imagine being part of an organization that inspires you to do your best work, that allows you to refine and expand your skillset, prioritizes your professional growth, embraces your ideas, and rewards your contributions—a place where leaders foster a culture that prevents burnout among their team. Join Embarc Advisors.

About Embarc Advisors

Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant eager to disrupt the status quo, Embarc Advisors offers top-tier advice across M&A, capital raising, outsourced corporate development, and strategic CFO services. Our innovative delivery supports clients throughout each stage of the company lifecycle. As we are not transaction-fee based, our focus remains solely on client success, ensuring continued growth and excellence.

Our team comprises experts from investment banking, private equity, consulting, investment management, and strategic finance/FP&A, enabling us to provide comprehensive support across the corporate finance spectrum. Recently, we've closed multiple M&A transactions, executed capital raises from seed to $100M+ rounds, and supported sustainable growth for various companies.

As a rapidly growing firm, our goal is to deliver high-quality corporate finance expertise to all companies, not just Fortune 500s. Internally, we aim to create a work environment that is fulfilling, promotes career development, and fosters team bonding. Our diversified business model across sectors like technology, retail, and industrials has proven resilient and profitable without external funding.

Role Overview

Title: President/COO

Job Type: Full time

Location: Remote, preferably near San Francisco or able to travel frequently to the Bay Area.

We seek an experienced President/COO to lead our organization, implementing systems and plans that clarify success components in a vision-driven company. This role involves integrating key business functions, translating ideas into actionable plans, and aligning daily operations with long-term growth objectives. The successful candidate will drive accountability, culture, and expectations to help the firm achieve its goals.

Key Responsibilities:

1. Strategic Planning & Execution:
   • Bridge the Visionary and leadership team to ensure strategic goals are met.
   • Develop a 5-year business plan with clear milestones and targets.
   • Manage the company's operating plan, tracking progress on Rocks and KPIs.
   • Identify and implement key metrics to measure effectiveness.
   • Lead in executing major changes and resolving issues for business, employees, and clients.
   • Facilitate quarterly and annual planning using the EOS Process.
2. Communication & Alignment:
   • Maintain consistent messaging across the organization.
   • Align employee incentives with company success through metrics and cultural values.
   • Foster a cohesive leadership team.
   • Hold senior management accountable and remove obstacles.
   • Ensure adherence to core processes and effective communication.
3. Leadership Team Management:
   • Drive execution of the company's vision across departments.
   • Manage, motivate, and mentor leaders in operations and client-facing roles.
   • Ensure the right talent is in the right roles using EOS tools.
   • Serve as a cultural and operational anchor, promoting cross-functional alignment.
   • Address critical issues promptly and effectively.
4. Daily Operational Execution:
   • Oversee daily operations and major projects.
   • Enhance processes for scalability and efficiency.
   • Monitor performance metrics and implement improvements.
   • Align operations with strategic and budget goals.
   • Foster collaboration and problem-solving culture.

Experience & Qualifications:

• Proven leadership as President/COO or similar role.
• Strong operational, organizational, and team leadership skills.
• Experience in business development or marketing in a service environment.
• Detail-oriented with financial acumen.
• Ability to resolve conflicts and make tough decisions.
• Bachelor's or Master's in finance, economics, social sciences, mathematics, or business preferred.

Success Metrics:

• Growth in revenue and deal pipeline.
• Leadership team performance and accountability.
• Achievement of Rocks and business goals.
• Operational efficiency and consistency.
• Healthy company culture and team alignment.
• Effective communication and execution of the Visionary's direction.

Embarc and EOS

We operate using the EOS (Entrepreneurial Operating System) platform, which provides tools and processes for clarity, accountability, and traction. EOS helps us align around a shared vision, track progress, solve issues, and ensure the right people are in the right roles. Our team meets regularly with structured cadences, emphasizing transparency, ownership, and results. Learn more about EOS at

Why Join The Embarc Team?

We work across various industries and project types, including CFO advisory, capital raising, and M&A, with clients spanning technology, media, CPG, industrials, PE/VC, and more.

Our benefits include:

• 401K with immediate vesting match
• Full medical, dental, and vision coverage
• Unlimited vacation
• Paid sick leave
• Bi-annual offsites
• Short-term disability insurance

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