Director of Investments

Description:

Larson Financial Group is seeking a Director of Investmentsto 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 functionsand 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 strategiesacross client portfolios.
• Provide strategic input on portfolio construction, risk management, and performance monitoring.
• Manage held-away assetsintegration 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 materialsfor 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 strategiesand investment operations.
• Proven people managementexperience 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 visionwith 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 programsand building operational excellence.

Why Join Us?

This is an opportunity to step into a leadership role at a fast-growing RIA platformwhere your expertise and vision will directly shape the firms trajectory. Youll 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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