Wholesale Manager

Role Overview

• Lead, coach, and develop a team of Wholesale Account Executives focused on broker acquisition, onboarding, and production growth
• Build and maintain long-term relationships with broker accounts and key Loan Officers across approved states
• Establish performance expectations, monitor pipelines, and drive accountability across the Wholesale team to achieve and exceed sales goals
• Train and educate brokers on Splitero’s Home Equity Investment product, guidelines, processes, and operational workflows
• Serve as an escalation point and trusted resource for brokers, Loan Officers, and internal teams to resolve complex scenarios and deliver solutions
• Partner closely with Processing, Underwriting, Closing, Legal, and Finance teams to ensure a smooth and compliant origination process
• Analyze broker performance, pipeline conversion, and operational metrics to identify opportunities for growth and efficiency
• Develop scalable policies, procedures, reporting, and operational best practices to support channel expansion
• Lead onboarding and training initiatives for new brokers and new Wholesale team members
• Monitor broker engagement and production trends to proactively improve pull-through and partner retention
• Collaborate with leadership on strategic initiatives, territory planning, compensation structures, and channel growth opportunities
• Deliver regular business reviews and pipeline insights to Sales Leadership
• Champion a high-performance, collaborative culture focused on accountability, responsiveness, and white-glove partner support
• Act as the voice of the broker internally, advocating for improvements that enhance the partner and homeowner experience

Requirements

• 5+ years of experience in mortgage, real estate, or financial services sales, including leadership experience within a broker or wholesale channel
• Proven ability to lead high-performing sales teams and drive measurable production results
• Strong understanding of mortgage broker operations, loan origination processes, and relationship-based sales
• Experience building and scaling processes in a fast-paced, high-growth environment
• Demonstrated ability to manage performance, coach team members, and navigate difficult conversations effectively
• Strong analytical and organizational skills with experience managing pipelines, KPIs, and reporting
• Previous Salesforce experience required
• Exceptional communication and relationship-building skills with both external partners and internal stakeholders
• Ability to collaborate cross-functionally and influence across departments
• Active NMLS license, or ability to obtain one within 90 days of hire
• Adaptability and comfort operating in a rapidly evolving startup environment
• Team-oriented mindset with a commitment to accountability, collaboration, and continuous improvement

Benefits

• Fully Remote Team
• Our remote-first culture allows us to hire the best people, regardless of location.
• OneTeam Culture
• We foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued. We believe in celebrating our successes, doing the right thing, and helping each other so we grow as a team and as individuals.
• Generous Resources
• We want to ensure you are set up to do your best work. In addition to a solid tech stack, and access to any WeWork location, you will receive a monthly cell and internet stipend.
• Premium Healthcare
• We offer comprehensive healthcare plans for you and your family, which employees are eligible for on their first day.
• Flexible PTO and Parental Leave
• We offer a generous PTO and encourage employees to take time off to recharge. We're proud to offer a parental leave policy that allows you to welcome your new addition without worry.