Qureos Mentor

Megatel Homes

<div>Senior Manager &ndash; Investment Wholesaler Trainer &amp; Analyst
Location: Dallas, TX
Company: Megatel Capital Investment (MCI)
About Us:
Megatel Capital Investment (MCI) is the capital markets division of the Megatel Group, a fully integrated residential real estate company headquartered in Dallas, Texas. Since 2006, Megatel has grown into one of the nation&rsquo;s most successful private developers and homebuilders, specializing in large-scale, amenity-rich lagoon communities. MCI provides the growth capital and financing needed to bring these visionary developments to life.
Role Overview:
We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager &ndash; Investment Wholesaler Trainer &amp; Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You&rsquo;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.
Key Responsibilities:<ul><li>
Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals</li><li>
Training &amp; Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements</li><li>
Sales Strategy &amp; Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives</li><li>
Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership</li><li>
Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting</li><li>
Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment</li><li>
Client Insights: Translate data into customer behavior insights to refine targeting and segmentation strategies</li><li>
Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews</li><li>
Recruitment Support: Assist in identifying and onboarding top talent for the sales team</li><li>
SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility</li></ul>
Desired Qualifications:<ul><li>
FINRA Series 7, 24, and 63 licenses</li><li>
Bachelor&rsquo;s degree in a related field</li><li>
5+ years of experience selling alternative investment products</li><li>
3+ years of team management experience</li><li>
Proven success in exceeding sales goals</li><li>
Established relationships within IBD/RIA channels</li><li>
Strong leadership and motivational skills</li><li>
Exceptional verbal, written, and interpersonal communication skills</li><li>
Proficiency in Salesforce CRM and reporting tools</li><li>
Excellent time management and organizational abilities</li></ul></div>

Senior Manager - Investment Wholesaler Trainer & Analyst

Join Megatel Homes and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Megatel Homes

ABOUT_COMPANY

Senior Manager - Investment Wholesaler Trainer & Analyst