Director of Investments

Description:

The information below covers the role requirements, expected candidate experience, and accompanying qualifications. 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: 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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