Altius Search Group

Financial Planning and Analysis

• Drive equipment finance originations nationwide in a remote role focused on middle market clients, direct sales, relationship building, and structured financing solutions.
• The Executive Sales Officer will be responsible for sourcing and developing new client relationships, structuring transactions, and partnering with internal teams to deliver tailored financing solutions.
• This individual will play a key role in expanding market presence, building a strong pipeline, and achieving production goals.
• Identify, prospect, and develop new business opportunities through direct calling efforts, networking, and referral generation.
• Build and maintain strong relationships with middle-market clients and centers of influence.
• Develop internal partnerships to uncover financing opportunities with new and existing clients.
• Originate equipment finance transactions across a variety of industries and asset classes.
• Evaluate transaction opportunities, including client financial position, structure, and overall fit.
• Partner closely with credit, documentation, and operations teams to ensure a high level of service and sound risk management.
• Manage and grow an active pipeline to meet or exceed annual production and portfolio growth goals.
• Maintain awareness of market conditions, competitive dynamics, and changes in client credit quality.
• Resolve issues related to transactions, client service, and deal execution in a timely and professional manner.
• Operate independently while representing the organization effectively in the marketplace.

Executive Sales Officer – Equipment Finance

• Origination of small- to mid-ticket vendor financing programs
• Develop and maintain vendor leasing programs from qualified equipment manufacturers, distributors, dealers, and/or resellers
• Work with vendors and their customers to structure and present financing products for a variety of equipment
• Account management from application through funding
• Origination of new relationships while managing and growing existing accounts
• Negotiation of lease terms & pricing
• Facilitate the gathering of credit information for underwriting
• Provide front-line sales and support for financial products to manufacturers and equipment resellers
• Market the equipment finance services to potential customers through outbound calls and marketing materials to cultivate relationships
• Support existing manufacturer programs by following up and managing ongoing transactions
• Expedite ongoing transactions
• Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees

Regional Sales Manager – Equipment Finance

• Place equipment finance transactions with existing funding partners
• Develop and manage relationships with banks, financial institutions, and other capital providers
• Coordinate with internal leadership on transaction flow and placement execution
• Help identify the best funding sources based on transaction quality and market appetite
• Support the expansion of the company’s capital partner network as volume grows
• Track funding trends and market demand within equipment finance
• Assist in building a broader capital markets and syndication function over time

Capital Markets / Syndication Associate – Equipment Finance

• Lead, coach, and develop a sales team focused on business development and client relationship management
• Drive new business development and deepen relationships with clients, referral partners, and industry contacts
• Establish sales strategy, performance expectations, and activity standards for the team
• Mentor team members on consultative selling, opportunity management, and solution structuring
• Partner with internal stakeholders to move transactions efficiently from initial prospect contact through approval, documentation, and funding
• Help structure financing solutions tailored to client's equipment and technology needs
• Monitor pipeline activity, forecast production, and drive accountability against revenue goals
• Identify market opportunities and support continued expansion in targeted verticals
• Stay current on industry trends, equipment finance products, and evolving client financing needs
• Foster a high-performance, collaborative culture within the sales organization

Sales Leader – Equipment Finance

• Build and execute a true, full-cycle marketing function
• Hands-on Marketing Manager responsible for owning the company’s marketing engine end-to-end
• Working directly with sales leadership to drive brand awareness, lead generation, and market positioning

Marketing Manager – Equipment Finance

• Developing relationships and providing financing solutions in the Industrial Equipment sector.
• Work with vendors and their customers to structure and present financing products for a variety of equipment.
• Market services to potential customers through outbound calls and marketing materials to cultivate relationships.

Regional Sales Manager – Industrial Equipment Finance

Account Executive

• Leading vendor program growth, originating small–mid ticket deals, structuring financing, and managing full lifecycle from prospecting to funding.
• Origination of small- to mid-ticket vendor financing programs.
• Develop and maintain vendor leasing programs from qualified equipment manufacturers, distributors, dealers, and/or resellers.
• Work with vendors and their customers to structure and present financing products for a variety of equipment.
• Account management from application through funding.
• Origination of new relationships while managing and growing existing accounts.
• Negotiation of lease terms & pricing.
• Facilitate the gathering of credit information for underwriting.
• Provide front-line sales and support for financial products to manufacturers and equipment resellers.
• Market the equipment finance services to potential customers through outbound calls and marketing materials to cultivate relationships.
• Support existing manufacturer programs by following up and managing ongoing transactions.
• Expedite ongoing transactions.
• Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees.

Senior Account Executive – Equipment Finance

• Build a book of business by identifying current and future financing needs of vendors and end-users.
• Establish and strengthen relationships with vendors, end users, and manufacturers to drive repeat business.
• Prospect new relationships to provide financing solutions.
• Structure new financing opportunities with potential large customers.
• Advocate for the company's financing services.
• Support and train existing Channel Accounts within the territory.
• Public speaking and presentation skills are essential.
• Willing to travel 20% - 30% as required.

Account Executive – Equipment Financing

• Leading vendor program growth
• Originating small–mid ticket deals
• Structuring financing
• Managing full lifecycle from prospecting to funding
• Market the equipment finance services to potential customers through outbound calls and marketing materials
• Support existing manufacturer programs by following up and managing ongoing transactions
• Expedite ongoing transactions.
• Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees.