Senior Manager – Investment Wholesaler Trainer & Analyst

Overview

Lead sales team, train wholesalers, analyze performance, ensure compliance.

Key Responsibilities

• dashboard development
• process optimization
• salesforce crm
• data analysis
• compliance oversight
• training delivery

Tasks

We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager – Investment Wholesaler Trainer & Analyst. 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. -Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership -Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment -Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting -Training & Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements -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 -Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals -SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility -Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives -Recruitment Support: Assist in identifying and onboarding top talent for the sales team

Requirements

• salesforce
• series 7
• leadership
• team management
• investment sales
• bachelor's

What You Bring

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

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About Megatel Homes

-Committed to delivering exceptional homes and communities with a focus on quality construction and customer satisfaction. -Specializes in developing single-family homes, townhomes, and condominiums, offering lasting value and stylish living spaces. -Known for thoughtful design, advanced craftsmanship, and attention to detail in its homes. -Operates across a diverse range of residential projects, providing modern amenities, convenience, and sustainable living options. -Integrates the latest building technologies and energy-efficient solutions into its properties, emphasizing innovation. -Creates family-oriented neighborhoods strategically located for easy access to schools, parks, and businesses. -Has completed numerous successful developments across several cities, demonstrating significant growth over time. -Continuously strives to set new standards in homebuilding and customer care, driven by a passion for residential excellence.

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