Investment Management

• Supervise and optimize the options overlay program .
• Supervise the equity SMA program
• Oversee asset allocation strategies across client portfolios.
• Provide strategic input on portfolio construction, risk management, and performance monitoring.
• Manage held-away assets integration and oversight.

Communication & Representation

• Serve as a trusted resource for advisors and clients , capable of explaining complex strategies in a clear and approachable way.
• Produce and contribute to market commentary , providing thought leadership on market trends and firm positioning.
• Collaborate with marketing to produce investment-related materials for client and advisor use.

Team & Platform Development

• Manage, mentor, and grow the trading and research teams .
• Partner with leadership to expand and refine unique, proprietary investment programs.
• Drive innovation in internal systems, reporting, and investment solutions.

Requirements:

• Previous leadership experience managing an investment platform at a mid-sized RIA .
• Direct experience working with independent advisors .
• Strong track record managing asset allocation strategies and investment operations.
• Proven people management experience with ability to build and inspire teams.
• Hands-on experience with:
• Orion, Black Diamond, or similar portfolio management systems
• Schwab or similar custodial platforms
• Microsoft Excel (advanced proficiency)
• Familiarity with Bloomberg or FactSet (not required but highly advantageous).
• Demonstrated ability to balance strategic vision with operational execution .

Ideal Candidate Profile

• An entrepreneurial, growth-minded leader with strong drive and initiative.
• Comfortable navigating complexity while keeping execution crisp and disciplined.
• Adept at both high-level strategy and hands-on problem-solving.
• Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.
• Brings a proven history of scaling investment programs and building operational excellence.

Why Join Us?

This is an opportunity to step into a leadership role at a fast-growing RIA platform where your expertise and vision will directly shape the firm's trajectory. You'll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.

Larson offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• ER PD Telehealth
• Dental Insurance
• Vision Insurance
• ER PD Life, Disability & EAP Insurance
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

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