About the Role
This role is responsible for developing new equipment finance relationships directly with middle-market and larger commercial businesses. The successful candidate will identify capital equipment requirements, develop relationships with senior financial decision-makers, and structure financing solutions that support each client’s operational and strategic objectives. This is a new-business-development role for an established originator who can independently build a pipeline, open new relationships, and manage opportunities from initial prospecting through credit approval, documentation, and funding.
Responsibilities
- Develop new equipment finance business directly with middle-market, large corporate, private equity-sponsored, and other commercial clients.
- Build and manage an active pipeline through targeted prospecting, referrals, existing industry relationships, and strategic business-development initiatives.
- Establish relationships with CFOs, treasurers, controllers, procurement leaders, operating executives, private equity sponsors, and other senior decision-makers.
- Identify upcoming capital expenditures, technology investments, facility expansions, automation projects, and equipment replacement requirements.
- Structure equipment loans, leases, and customized financing solutions based on each client’s financial objectives and operational needs.
- Prepare and present financing proposals that clearly communicate the proposed structure, pricing, and overall value to the client.
- Work closely with credit, operations, documentation, asset management, and senior leadership to move transactions efficiently from the initial opportunity through funding.
- Gather the financial, operational, and transaction information required to develop complete and compelling credit presentations.
- Maintain ownership of the client relationship throughout the transaction process and provide consistent communication to all stakeholders.
- Expand existing relationships by identifying additional equipment categories, locations, business units, and financing requirements.
- Maintain accurate pipeline reporting, production forecasts, calling activity, and account-development plans.
- Represent the company professionally at client meetings, industry events, conferences, and other business-development activities.
Requirements
- Established experience originating equipment finance transactions directly with commercial end users.
- Demonstrated ability to independently generate new business and maintain a consistent pipeline of qualified opportunities.
- Existing relationships with middle-market companies, larger corporate borrowers, private equity sponsors, or senior financial decision-makers.
- Proven record of producing meaningful annual equipment finance volume.
- Strong understanding of equipment loans, finance leases, tax leases, and other commercial financing structures.
- Ability to evaluate financial statements and understand cash flow, leverage, liquidity, collateral, and the business purpose behind a transaction.
- Experience structuring and presenting transactions to credit and senior management.
- Ability to sell consultatively and communicate value beyond pricing alone.
- Strong executive presence, communication skills, judgment, and follow-through.
- Comfortable working in an entrepreneurial, collaborative, and growth-oriented environment.
- Willingness to travel as necessary for client development and relationship management.
- The individual should be entrepreneurial and self-directed while also working effectively with internal credit, documentation, and operational partners.
- Candidates should understand how to develop business directly with middle-market and larger companies rather than relying primarily on broker, vendor, or bank-referral channels.
Skills
- Equipment finance
- Direct origination
- Business development
- Relationship management
- Financial analysis
- Transaction structuring
- Credit presentations
- Consultative selling
- Communication
- Executive presence
- Pipeline management
- Forecasting
- Account development
Location
- Remote
Work Type
- Full-time
Experience Level
- Vice President
- Experienced originator
Salary/Compensations
- Competitive compensation package consisting of a base salary, performance-based incentive compensation, and comprehensive employee benefits.
- Specific compensation will be determined based on the candidate’s experience, relationships, historical production, and anticipated contribution.
Benefits
- Comprehensive employee benefits
About the Company
- Altius Search Group specializes in executive recruiting within the equipment finance, commercial lending, and leasing industries.
- Join a growing independent equipment finance company with experienced industry leadership.
- Ability to originate across multiple industries and equipment categories.
- Flexible underwriting and the ability to evaluate complex business models and transactions.
- Responsive credit decisions and an efficient transaction process.
- Opportunity to develop direct relationships with middle-market and larger commercial clients.
- Entrepreneurial environment with access to senior leadership.
