Commercial Relationship Manager | Business Banking & Capital Advisory

Job Description

Job Description

Commercial Finance Advisor | Capital Advisory & Business Development

Location: Rockville Centre, NY (In Office and/or Remote)
Employment Type: Full-Time, Part-Time
Compensation: Uncapped Commission + Performance Bonuses + Significant Long-Term Growth Opportunities

Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced  Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence.

This is  not a traditional bank Relationship Manager position and it is not a salaried portfolio-management role.

We are selecting experienced professionals who want to leverage their commercial banking background and relationships to build a long-term  Capital Advisory practice on the Evolution platform.

Founded in 2015, Evolution Capital Group has facilitated more than $700 million in financing for businesses and investors. Our platform provides Capital Advisors with access to a broad range of bank, non-bank, institutional, private credit, and direct investment solutions.

Instead of being limited by one bank's credit box, product set, geographic appetite, or balance sheet, our advisors can evaluate the client's entire capital need and work with our underwriting and capital teams to identify an appropriate solution.

Who We're Looking For

We are particularly interested in professionals with backgrounds such as:

• Commercial Relationship Managers
• Business Banking Relationship Managers
• Middle-Market Bankers
• Commercial Loan Officers
• SBA Business Development Officers
• Commercial Real Estate Lenders
• Treasury Management / Cash Management professionals with strong business-owner relationships
• Private Credit or Commercial Finance professionals

The ideal candidate has spent several years developing trusted relationships with  business owners and commercial clients and understands how to identify financing opportunities through those relationships.

An existing network or book of commercial relationships is strongly preferred.

What You'll Do

As a Capital Advisor on the Evolution platform, you will:

• Develop and manage relationships with business owners, investors, and referral partners.
• Identify financing and capital needs within your existing and developing network.
• Advise clients across a significantly broader financing platform than a traditional single-bank product set.
• Work alongside Evolution's underwriting and transaction team to structure, package, and execute transactions.
• Develop relationships with CPAs, attorneys, bankers, wealth advisors, M&A professionals, insurance professionals, and commercial real estate professionals.
• Build a recurring book of commercial finance and advisory relationships.
• Represent the Evolution brand professionally within the business community.

Capital Solutions

Our platform provides access to solutions including:

Commercial Finance

• Term Loans
• Business Lines of Credit
• Asset-Based Lending
• Accounts Receivable & Inventory Financing
• Revenue-Based Financing
• Factoring

Government & Bank Lending

• SBA 7(a)
• SBA 504
• Conventional Commercial Lending

Real Estate

• Commercial Real Estate Financing
• Investment Real Estate
• Bridge Financing
• Construction & Transitional Financing

Corporate & Private Credit

• Acquisition Financing
• Private Credit
• Structured Credit
• Growth Capital
• Select Direct Investment Opportunities

Why Experienced Commercial Bankers Are a Strong Fit

Commercial bankers often spend years building valuable relationships but remain limited by the products and credit appetite of a single institution. Evolution provides a broader platform.

When a transaction doesn't fit one lender's credit box, the conversation doesn't necessarily end.

Our advisors can work with Evolution's underwriting and capital network to evaluate multiple financing structures and potential capital sources while maintaining the client relationship.

Our goal is to help experienced relationship managers evolve from representing  one institution's balance sheet to advising clients across the broader commercial capital markets.

The Evolution Platform

Advisors are supported by a professional infrastructure designed to help them originate and execute transactions.

Our team includes experienced  CPAs, CFP® professionals, commercial bankers, underwriters, and finance professionals.

Evolution provides:

• Centralized underwriting and deal assessment
• Transaction packaging and lender presentation
• Capital-source relationships
• Deal structuring support
• Transaction and closing coordination
• CRM and technology infrastructure
• Professional branding and marketing support
• Office and conference facilities
• Broad commercial finance product access

You build and own your relationships. We help you execute.

The Right Candidate

This opportunity is best suited for someone who:

• Has meaningful commercial banking or commercial finance experience.
• Has an established network of business owners and professional referral relationships.
• Understands financial statements, credit, cash flow, and commercial lending fundamentals.
• Is comfortable developing new business and maintaining long-term client relationships.
• Has an entrepreneurial mindset.
• Wants greater product flexibility than a traditional banking environment provides.
• Values professional, relationship-driven advisory over transactional selling.
• Wants to build a long-term book of business under a sophisticated financial platform.

Important : This Is Not a Traditional Employment Position

We are not hiring traditional salaried bank employees.

We are selecting a limited number of  Capital Advisors who will represent the Evolution brand and build their own commercial advisory practices utilizing our platform.

Compensation is performance-based and designed to reward advisors for the business and relationships they develop.

For the right commercial banking professional, this represents an opportunity to transition from managing relationships  for one financial institution to building a long-term advisory practice supported by a broad capital platform.

About Evolution

Evolution Capital Group was founded in 2015 to provide businesses and investors with sophisticated access to commercial capital.

Since inception, our team has facilitated more than $700 million in financing across commercial lending, private credit, real estate, acquisition financing, asset-based lending, and specialty finance.

Capital. Advisory. Execution.

Work Location: Hybrid remote in Rockville Centre, NY 11570

Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.

The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.

By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.

Company Description

Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.