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Larson Financial · 1 day ago

Director of Investments

Houston, TX

Full-time

Onsite

Lead/Staff

Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of their rapidly growing RIA platform. This role involves managing trading, billing/audit operations, investment research, and advisor-facing initiatives while ensuring best practices and delivering high-quality outcomes for clients and advisors.

AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management

Responsibilities

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

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

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

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

Qualification

Investment managementAsset allocation strategiesLeadership experiencePortfolio management systemsMicrosoft ExcelPeople managementStrategic visionCommunication skillsProblem-solving