Senior Manager - Investment Wholesaler Trainer & Analyst

Megatel Homes•Dallas, TX

5d•Onsite

About The Position

We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager – Investment Wholesaler Trainer & Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You’ll be responsible for elevating the performance of our internal and external wholesalers through coaching, training programs, and data-informed strategy, while driving alignment across departments and ensuring compliance.

Nice To Haves

FINRA Series 7, 24, and 63 licenses
Bachelor’s degree in a related field
5+ years of experience selling alternative investment products
3+ years of team management experience
Proven success in exceeding sales goals
Established relationships within IBD/RIA channels
Strong leadership and motivational skills
Exceptional verbal, written, and interpersonal communication skills
Proficiency in Salesforce CRM and reporting tools
Excellent time management and organizational abilities

Responsibilities

Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals
Training & Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements
Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives
Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership
Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting
Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment
Client Insights: Translate data into customer behavior insights to refine targeting and segmentation strategies
Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews
Recruitment Support: Assist in identifying and onboarding top talent for the sales team
SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility