Relationship Manager; Commercial Finance

The Opportunity

This is a full-time, on-site Relationship Manager (Commercial Finance) position based in Irvine, California.

You'll work directly with CFOs, CEOs, private equity firms, investment banks, and other financial decision-makers to help companies secure capital for equipment purchases, growth initiatives, acquisitions, and strategic projects. You'll learn how to structure financing solutions, build long-term client relationships, and develop your own book of business within a growing commercial finance platform.

This is a consultative sales role focused on solving real business challenges. Rather than selling a single product, you'll work with clients to understand their goals and develop financing strategies that support growth and create long-term value.

You'll work closely with company leadership, credit, underwriting, and operations teams, giving you exposure to every aspect of the transaction process and the opportunity to learn from experienced professionals in the industry.

You do not need prior equipment finance experience to be successful here. We re willing to invest in motivated, coachable professionals who are eager to learn, build relationships, and grow their careers.

We provide hands-on training, mentorship, and ongoing support to help you build industry knowledge and succeed in the role.

This position is internally classified as an Account Manager.

• Develop relationships with prospective and existing clients throughout North America
• Identify opportunities to provide equipment finance and capital solutions
• Work directly with business owners, CFOs, and financial leaders to understand financing needs
• Structure and present financing solutions tailored to each client s objectives
• Manage opportunities from initial outreach through closing
• Partner with internal credit, underwriting, and operations teams to execute transactions
• Build and grow a long-term book of business

• Competitive base salary plus uncapped commission
• Realistic path to six-figure earnings in year one, with many Relationship Managers earning $250,000+ annually by years 2-3
• Direct access to senior leadership, credit, and sales teams in a collaborative environment where good ideas move quickly
• Clear opportunities for advancement and long-term career growth
• The opportunity to work on transactions ranging from hundreds of thousands to tens of millions of dollars
• An established platform with more than $4.5 billion funded and a reputation built over decades

• Strong communication and relationship-building skills
• Competitive, self-motivated, and goal-oriented mindset
• Ability to develop new business opportunities and build trust with clients
• Strong organizational skills and attention to detail
• Professional presence and confidence interacting with senior executives
• Experience in B2B sales, commercial finance, banking, leasing, insurance, staffing, logistics, or a related field is helpful but not required
• Bachelor s degree preferred, not required