Senior Manager - Investment Wholesaler Trainer & Analyst

Senior Manager – Investment Wholesaler Trainer & 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’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 – 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.

Key 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

Desired Qualifications:

• 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