Senior Manager – Investment Wholesaler Trainer & Analyst

Description

About the Role: 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.

• Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews
• Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives
• 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
• Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals
• Recruitment Support: Assist in identifying and onboarding top talent for the sales team
• 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
• Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership
• SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility

Requirements

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

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance