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 :

Orion, Black Diamond, or similar portfolio management systems

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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