Director of Investments

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

Communication & Representation

Team & Platform Development

Requirements

Hands‑on experience with :

Ideal Candidate Profile

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 :

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