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Note Broker Jobs in California (NOW HIRING)

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Account Manager II

Anaheim, CA · On-site

$31 - $37/mo

About the role The Account Manager works closely with third party originators (TPOs/Brokers ... Note This is meant to describe the general nature and level of work being performed; it is not ...

Talmo & Associates, Inc

Be Seen First

International Export Operations Coordinator

Redondo Beach, CA · On-site

$28 - $29/hr

... Please Note: This is an office-based international export operations position. This is not a ... The ideal candidate has experience working for a freight forwarder, NVOCC, customs broker, importer ...

MassMutual

Suitability Principal

Sacramento, CA · Hybrid

$69K - $90K/mo

The Team MML Investors Services (MMLIS) Cashiering department reviews and processes brokerage and ... note, federal wire, intermediary banking). The Minimum Qualifications * FINRA Series 7 at time of ...

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Showing results 21-40

All JobsNote Broker JobsNote Broker Jobs in California

Note Broker information

See California salary details

$25.2K

$65.8K

$115.5K

How much do note broker jobs pay per year?

As of Aug 18, 2026, the average yearly pay for note broker in California is $65,804.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $74,000.00 per year, depending on experience, location, and employer.

What is a note broker?

Note brokers are professionals who act as intermediaries in the buying and selling of promissory notes, such as mortgage notes, business notes, or structured settlements. They connect note holders—people who are owed payments—with investors interested in purchasing these payment streams, typically at a discount. Note brokers help facilitate these transactions by evaluating the notes, negotiating terms, and ensuring all legal paperwork is completed. Their role is crucial in providing liquidity for note holders and investment opportunities for buyers.

What are the key skills and qualifications needed to thrive as a note broker?

To thrive as a Note Broker, you need a solid understanding of real estate, finance, and investment principles, often supported by relevant coursework or experience in these fields. Familiarity with tools like mortgage calculators, CRM systems, and legal documentation software is essential for managing transactions and client relationships. Strong negotiation, relationship-building, and analytical skills set top performers apart by enabling effective deal-making and client trust. These skills and qualities are crucial for successfully connecting buyers and sellers of notes and ensuring smooth, compliant transactions in a competitive market.

What are some common challenges note brokers face when sourcing new clients or notes?

One common challenge Note Brokers encounter is identifying reliable sources for high-quality notes in a competitive marketplace. Many brokers must continuously network with real estate professionals, investors, and financial institutions to find notes that meet buyer criteria. Building trust with sellers and ensuring due diligence on the notes' legitimacy is crucial, as is staying updated on industry regulations and market trends. Persistence and strong relationship-building skills are essential for long-term success in this field.

What is the difference between Note Broker vs Loan Officer?

AspectNote BrokerLoan Officer
Required CredentialsTypically no formal licensing, but industry knowledge helpsRequires licensing (e.g., NMLS), certifications often preferred
Work EnvironmentIndependent, brokerage firms, online platformsBanks, credit unions, mortgage companies
Industry UsageFacilitates buying/selling notes, investment transactionsOriginates loans for borrowers, works directly with clients

While both Note Brokers and Loan Officers operate within the lending industry, Note Brokers primarily facilitate the buying and selling of existing notes and investments, often working independently or through brokerages. Loan Officers focus on originating new loans for borrowers, typically working for financial institutions. Understanding these differences helps clarify career paths and client interactions in the lending sector.

What are popular job titles related to Note Broker jobs in California?

For Note Broker jobs in California, the most frequently searched job titles are:

What job categories do people searching Note Broker jobs in California look for?

The top searched job categories for Note Broker jobs in California are:

Note Broker jobs near you
Infographic showing various Note Broker job openings in California as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 3% Contract, and 1% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,804 per year, or $31.6 per hour.

Director of Professional & Specialty Channel Development

Developlus, Inc.

Corona, CA • Remote

$140K - $155K/yr

Full-time

Posted 10 days ago

Job description

Position Title
Director of Professional amp; Specialty Channel Development

Reports To
Vice President of Growth

Location
Remote (Candidates must reside in California, Georgia, Texas, or Illinois only.)

Please Note: This position is open exclusively to candidates living in states where the company has an established business nexus: California, Georgia, Texas, or Illinois.

Compensation
$140,000 - $155,000 base salary, plus bonus opportunity.

Position Summary
The Director of Professional amp; Specialty Channel Development is responsible for driving profitable sales growth across Developlus’ Professional Beauty, Beauty Supply, OTC, Specialty Retail, and other assigned sales channels.
As part of the Sales organization, this position will develop and execute channel-specific sales plans, manage existing customer and distributor relationships, identify new business opportunities, and provide leadership and accountability to Developlus’ network of outside sales brokers.
This role serves as the company’s internal subject matter expert for Professional and Specialty Channels and is expected to understand the unique customer, distributor, education, promotional, and relationship requirements that distinguish these channels from mass retail.
Working closely with the Vice President of Growth and cross-functional partners in Marketing, Product Development, Supply Chain, Operations, and Finance, the Director will translate channel growth objectives into clear, measurable execution plans and deliver sustainable sales and profit improvement.
The ideal candidate is a hands-on sales and business development leader with demonstrated experience growing professional beauty, beauty supply, specialty retail, or related consumer product channels.
Essential Duties and Responsibilities
Strategic Channel Leadership
  • Develop, own, and execute the long-term strategic vision for Professional Beauty, Beauty Supply, OTC, Specialty Retail, International Distribution, and Emerging Channels.
  • Establish annual business plans, sales objectives, revenue forecasts, and channel growth strategies.
  • Identify, evaluate, and prioritize new market opportunities, customer segments, and distribution partnerships.
  • Develop channel-specific go-to-market strategies aligned with corporate growth objectives
  • Monitor competitive activity, consumer trends, and industry developments to identify growth opportunities and competitive advantages.
Broker Management
  • Direct and manage the activities of outside brokers representing Developlus within assigned channels.
  • Establish clear broker expectations, sales goals, account priorities, and reporting requirements.
  • Conduct regular broker calls, pipeline reviews, account reviews, and performance evaluations.
  • Ensure brokers are actively pursuing agreed-upon opportunities and completing assigned follow-up actions.
  • Provide brokers with the product information, samples, pricing, presentations, training, and promotional materials needed to represent Developlus effectively.
  • Evaluate broker performance and recommend changes when representation is not producing expected results.
Account and Distributor Management
  • Serve as the primary sales contact for assigned customers, distributors, and strategic partners.
  • Build and maintain productive relationships with professional distributors, beauty supply accounts, specialty retailers, and other channel partners.
  • Conduct regular business reviews to assess sales, distribution, inventory, promotions, opportunities, and performance concerns.
  • Develop joint account plans designed to increase sales, distribution, product assortment, and customer profitability.
  • Coordinate product education, promotional support, and sales initiatives with customers, distributors, and brokers.
  • Ensure customer commitments, follow-up items, and internal requirements are clearly documented and completed.
Business Development and Distribution Expansion
  • Identify and pursue new customers, distributors, and channel opportunities aligned with Developlus’ brands and capabilities.
  • Maintain an active and measurable pipeline of new business opportunities.
  • Develop customer-specific presentations, proposals, pricing recommendations, and sales materials.
  • Support negotiations involving pricing, promotions, product assortment, and commercial terms in coordination with the Vice President of Growth and Finance.
  • Represent Developlus at customer meetings, distributor meetings, trade shows, and industry events.
  • Evaluate opportunities based on revenue potential, profitability, strategic fit, operational requirements, and likelihood of execution.
Channel Expertise and Market Development
  • Maintain a strong understanding of Professional Beauty and Specialty Channel structures, customers, distributors, competitors, and market trends.
  • Educate internal teams on how these channels differ from mass retail in areas such as product education, distributor engagement, field selling, promotional support, and customer relationship development.
  • Monitor competitive activity, emerging brands, distribution changes, and customer needs.
  • Recommend channel-specific sales approaches, product opportunities, and promotional strategies.
  • Provide customer and market feedback to support product development and commercialization decisions.
Product Launch and Commercialization Support
  • Partner with Marketing and Product Development to evaluate the fit of new and existing products within assigned channels.
  • Develop channel-specific sales plans for new product launches.
  • Coordinate broker, distributor, and customer education prior to launch.
  • Track new product placement, initial orders, sell-through, reorders, and customer feedback.
  • Recommend adjustments to assortment, positioning, pricing, education, or promotional support based on market response.
Cross-Functional Collaboration
  • Partner with Marketing to develop channel-appropriate promotional programs, sales materials, education, and customer support.
  • Work with Supply Chain and Operations to support forecasting, inventory planning, order fulfillment, and customer service.
  • Collaborate with Finance to evaluate pricing, customer profitability, promotional spending, commissions, and return on investment.
  • Coordinate with Product Development and Marketing to communicate customer feedback and identify channel-specific product opportunities.
  • Ensure internal teams understand customer requirements, launch dates, sales commitments, and execution priorities.
Forecasting, Reporting, and Performance Management
  • Own the sales forecast for assigned channels and accounts.
  • Monitor sales, gross margin, distribution, customer profitability, broker performance, and new business activity.
  • Prepare monthly and quarterly channel performance reviews.
  • Maintain accurate account plans, opportunity pipelines, forecasts, and action-item tracking.
  • Identify performance gaps and recommend specific corrective actions.
  • Ensure channel strategies are supported by defined execution plans, responsible parties, deadlines, and measurable outcomes.
Key Performance Indicators
  • Net Sales Growth
  • Gross Margin Contribution
  • Performance Versus Sales Plan
  • Existing Account Growth
  • New Account Acquisition
  • Distribution Expansion
  • New Product Placement and Reorder Performance
  • Broker Performance
  • Customer Profitability
  • Forecast Accuracy
  • New Business Pipeline Development
  • Execution of Strategic Initiatives
Supervisory Responsibilities
This position has no direct employee reports.
The Director is responsible for directing, coordinating, and evaluating the performance of outside brokers and other third-party sales representatives assigned to the Professional and Specialty Channels.
Education and Experience
  • Bachelor’s Degree in Business, Marketing, Sales, or a related field preferred.
  • 8–10 years of progressive sales, business development, account management, or channel management experience within beauty, personal care, consumer packaged goods, or a related industry.
  • Demonstrated experience in Professional Beauty, Beauty Supply, Specialty Retail, OTC, distributor-managed, or similar relationship-based sales channels.
  • Experience managing outside brokers, independent sales representatives, or distributor partners.
  • Proven ability to develop and execute account and channel growth plans.
  • Demonstrated success generating new business, expanding distribution, and growing existing accounts.
  • Strong understanding of pricing, customer profitability, forecasting, promotional planning, and sales reporting.
  • Experience working with branded consumer products and within a manufacturing environment preferred.
Knowledge, Skills and Abilities
  • Strong understanding of Professional Beauty and Specialty Channel sales models.
  • Demonstrated ability to turn strategy into specific execution plans.
  • Strong broker, distributor, and customer-management skills.
  • Excellent communication, negotiation, and presentation abilities.
  • Strong financial and analytical skills.
  • Ability to manage multiple priorities and maintain consistent follow-through.
  • Self-directed, resourceful, accountable, and results-oriented.
  • Ability to work effectively across Sales, Marketing, Product Development, Supply Chain, Operations, and Finance.
  • Strong judgment and ability to evaluate opportunities based on growth potential, profitability, and strategic fit.
Work Environment
This position operates in a professional office environment and requires regular travel to customer locations, distributor offices, trade shows, broker meetings, and industry events.
Physical Demands
The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
This position requires extended periods of sitting, computer use, communication, travel, and occasional lifting of product samples, marketing materials, or trade show materials.
This job description does not constitute a contract of employment and may be modified at any time to meet the needs of the business.

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