Larson Financial Group, LLC
10 months ago
Director of Investments
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Company information
- Company
- Larson Financial Group, LLC
- Location
- US, Missouri, Saint Louis County, Saint Louis United States
- Posted
- 10 months ago
Job 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.
Required skills
- risk management
- performance monitoring
- microsoft excel
- director
- investments
- orion
- portfolio construction
- bloomberg
- factset
- investment operations
- larson financial group
- ria platform
- trading functions
- options overlay program
- equity sma program
- asset allocation strategies
- held-away assets
- market commentary
- investment-related materials
- black diamond
- schwab
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