Description:
Larson Financial Group
is seeking a
Director of Investments
to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute.
Oversight & Leadership
- Direct oversight of all
trading functions
and
investment operations
.
- Build, guide, and manage the
investment research team
.
- Lead the
billing and audit functions
, ensuring accuracy, compliance, and efficiency.
- Ensure operational best practices across all affiliated RIAs.
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:
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)
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