Talent.com
Director of Investments
Director of InvestmentsIntrua Financial, LLC • Houston, Texas, US
Director of Investments

Director of Investments

Intrua Financial, LLC • Houston, Texas, US
30+ days ago
Job type
  • Full-time
Job description

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 :

  • 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

    • PI626e2ca20dfb-29400-38640085

    Create a job alert for this search

    Director Investment • Houston, Texas, US

    Related jobs
    Director of Investments

    Director of Investments

    Larson Studio LLC • Houston, TX, United States
    Full-time
    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 wi...Show more
    Last updated: 13 days ago • Promoted
    Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX

    Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX

    Houston Staffing • Houston, TX, US
    Full-time
    Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Global Banking and Mar...Show more
    Last updated: 9 hours ago • Promoted • New!
    Associate Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX

    Associate Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX

    Houston Staffing • Houston, TX, US
    Full-time
    Associate Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Global Banki...Show more
    Last updated: 9 hours ago • Promoted • New!
    Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX

    Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX

    Scotiabank • Houston, TX, United States
    Full-time
    Title : Director, Mortgage Capital Markets, Global Capital Markets - Houston, TX.Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but ...Show more
    Last updated: 3 days ago • Promoted
    EY-Parthenon - Corporate Finance - Business Valuation - Director - Houston

    EY-Parthenon - Corporate Finance - Business Valuation - Director - Houston

    Houston Staffing • Houston, TX, US
    Full-time
    EY-Parthenon Corporate Finance Business Valuation - Director.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams an...Show more
    Last updated: 9 hours ago • Promoted • New!
    Director of Investments

    Director of Investments

    Larson Financial • Houston, TX, United States
    Full-time
    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 wi...Show more
    Last updated: 13 days ago • Promoted
    Director of Operations - Commercial Real Estate

    Director of Operations - Commercial Real Estate

    Professional Alternatives • Houston, TX, US
    Full-time
    Chief Executive Officer / Managing Partner.Must have commercial real estate experience.Lots of amazing company perks!.The Director of Operations will serve as a key leader overseeing daily operations...Show more
    Last updated: 2 days ago • Promoted
    Fixed Asset Director

    Fixed Asset Director

    DeMontrond • Houston, TX, United States
    Full-time
    DeMontrond Automotive Group is seeking a.This role manages asset tracking, depreciation, and disposals, plans facility upgrades, enforces policies, and provides reporting to senior management.Bache...Show more
    Last updated: 16 days ago • Promoted
    Director – Debt Capital Markets

    Director – Debt Capital Markets

    The Morgan Group • Houston, TX, United States
    Full-time
    Manager, Fixed Income & Capital Markets.Get AI-powered advice on this job and more exclusive features.This position is also eligible for an annual bonus program. There’s more to Morgan Group than ou...Show more
    Last updated: 13 days ago • Promoted
    Director of Investments

    Director of Investments

    Intrua Financial, LLC • Houston, TX, United States
    Full-time
    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 res...Show more
    Last updated: 30+ days ago • Promoted
    Director Asset Management

    Director Asset Management

    Macdonald & Company • Houston, TX, United States
    Full-time
    Macdonald & Company has been exclusively retained by a leading multifamily developer and investor in Texas to appoint a Director of Asset Management to its growing Houston team.This firm has establ...Show more
    Last updated: 13 days ago • Promoted
    Director, Mortgage Originations Compliance

    Director, Mortgage Originations Compliance

    Cornerstone Capital Bank • Houston, TX, United States
    Full-time
    Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2.Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for ...Show more
    Last updated: 10 days ago • Promoted
    EY-Parthenon - Strategy and Execution - Corporate Real Estate - Senior Director

    EY-Parthenon - Strategy and Execution - Corporate Real Estate - Senior Director

    Houston Staffing • Houston, TX, US
    Full-time
    Join EY's Corporate Real Estate Team.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career whereve...Show more
    Last updated: 9 hours ago • Promoted • New!
    Director, Portfolio & Structuring Analytics

    Director, Portfolio & Structuring Analytics

    TC Energy LLC • Houston, TX, United States
    Full-time
    Determined, imaginative, curious-if these are some of the ways you describe yourself, we want to learn more about you!.At TC Energy, we are proud to connect the world to the energy it needs.Guided ...Show more
    Last updated: 9 days ago • Promoted
    Vice President of Risk Management

    Vice President of Risk Management

    Confidential • Houston, TX, United States
    Full-time
    Vice President of Risk Management.This mission-driven investment firm focuses on expanding economic opportunities within communities. The Company is looking for a passionate and experienced Vice Pre...Show more
    Last updated: 30+ days ago • Promoted
    EY-Parthenon - Corporate Finance - Business Valuation - Director - Houston

    EY-Parthenon - Corporate Finance - Business Valuation - Director - Houston

    Texas Staffing • Houston, TX, US
    Full-time
    EY-Parthenon Corporate Finance Business Valuation - Director.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams an...Show more
    Last updated: 7 hours ago • Promoted • New!
    Account Director - Financial Services - Private Equity - 25421

    Account Director - Financial Services - Private Equity - 25421

    Houston Staffing • Houston, TX, US
    Full-time
    Account Director Private Equity.At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.We are the most tru...Show more
    Last updated: 24 days ago • Promoted
    Director of Investments

    Director of Investments

    W3Global • Houston, TX, United States
    Full-time
    Join to apply for the Director of Investments role at W3Global.We are seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platf...Show more
    Last updated: 13 days ago • Promoted