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:
Role Overview
Job Type:
Full time
Position Location:
Remote (based on Pacific Time zone hours)
The Executive Assistant to the Managing Partner is a highly trusted operational partner responsible for keeping executive priorities, client-facing workflows, business development initiatives, meetings, travel, events, financial administration, and special projects moving seamlessly. This role is best suited for an individual who thrives in a high-performance, fast-paced professional services environment where urgency, exceptional attention to detail, and flawless execution are expected every day.
The Managing Partner operates with high standards for accuracy, responsiveness, organization, and efficiency. Success in this role requires the ability to anticipate needs, exercise sound judgment, manage multiple competing priorities simultaneously, and consistently deliver high-quality work with minimal oversight. The ideal candidate remains calm under pressure, adapts quickly to changing priorities, communicates proactively, and takes pride in maintaining exceptional attention to detail.
While the position generally follows standard business hours, executive priorities, client needs, transactions, and special projects may occasionally require flexibility outside of traditional working hours. This role is ideal for someone who enjoys being an indispensable partner to leadership and is motivated by supporting a growing, high-performing organization.
Detailed Responsibilities
- Executive & Personal Support
- Manage complex calendars and coordinate internal and external meetings.
- Prioritize competing scheduling requests and optimize executive time.
- Inbox management. Manage high-volume inboxes across multiple accounts, ensuring professional communications and coordinating timely responses, and tracking follow-ups.
- Coordinate meetings with clients, prospects, referral partners, business relationships, and internal team members.
- Prepare agendas, track follow-up items, and ensure execution on key action items.
- Serve as a central point of coordination between leadership and internal teams.
- Coordinate document execution through electronic signature platforms.
- Provide personal administrative support, exercising sound judgment and discretion.
- Business Development & Sales Support
- Coordinate meetings, calls, and follow-up activities for business development initiatives.
- Support the maintenance of relationships with referral partners, prospects, and clients.
- Schedule introductory meetings and manage outreach logistics.
- Maintain HubSpot CRM records on behalf of the Managing Partner, ensuring contact information, call summaries, follow-up tasks, next steps, and deal information are current, accurate, and actionable.
- Monitor follow-up requirements and ensure timely responses.
- Organize gifts, including holiday gifts, and manage related logistics.
- Maintain operational records and help improve recurring workflows across the firm.
- Event, Travel & Meeting Logistics
- Coordinate business and personal travel arrangements including flights, hotels, restaurants, transportation, and itineraries.
- Support Managing Partner during travel by handling schedule changes and travel-related issues.
- Organize dinners, networking events, conferences, and internal meetings.
- Support planning, arrangements, logistics, vendor management for quarterly company offsites.
- Manage restaurant reservations, venue coordination, attendee logistics, and event communications.
- Ensure seamless execution of in-person and virtual meetings.
- Other Personal Assistant Support
- Coordinate vendor management and scheduling for personal services as needed.
- Provide administrative oversight for personal or sensitive documents with a high degree of confidentiality.
- Support administrative coordination related to risk and compliance matters such as taxes, insurance, and related records.
Qualifications
Required:
- 5+ years of experience in executive support, operations, project coordination, client services, business administration, or a related role.
- Exceptional organizational and project management skills.
- Strong written and verbal communication abilities.
- Ability to manage multiple priorities simultaneously while maintaining attention to detail.
- High level of professionalism and discretion handling confidential information.
- Strong judgment, business acumen, and problem-solving skills, with the ability to learn quickly and make informed decisions.
- Advanced proficiency with Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
- Based in, or consistently available to work during, the Pacific Time zone.
- Experience using AI tools to drive automation, organization, and efficiency.
- Proactive, responsive, and comfortable anticipating needs before being asked.
- Highly detail-oriented while still able to understand broader business priorities.
- Calm under pressure and able to manage urgent requests without losing accuracy.
- Resourceful problem-solver who takes ownership and follows through.
- Strong communicator who can represent the firm professionally with internal and external stakeholders.
- Discreet, trustworthy, and comfortable handling confidential business and personal information.
- Entrepreneurial self-starter who enjoys improving processes and creating structure.
Preferred:
- Experience supporting executives, partners, founders, or senior leadership in a fast-paced environment.
- Experience in professional services, consulting, finance, investment banking, M&A advisory, legal services, accounting, or a related industry.
- Familiarity with CRM systems, DocuSign, billing workflows, and project management tools.
- Comfort coordinating with senior external stakeholders, including business owners, investors, attorneys, accountants, referral partners, and service providers.
Why Join the Embarc Team?
We offer:
- The agility and influence of a fast-growing firm where your contributions shape the business
- The intellectual rigor of top-tier advisory work without the burnout culture of traditional finance
- A strong culture of trust, ownership, and continuous learning
- A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective
Our benefits include:
- 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
- Short-term disability insurance
- Three team offsites per year, to connect, recharge, and grow together
At Embarc, you won't just build your resume, you'll build a fulfilling career with people who are as committed to excellence as they are to each other.
