Director of Investments

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.