Talent.com
Director of Investments

Director of Investments

Larson Financial Group, LLCSt. Louis, Missouri, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.

    • Requirements :

  • Previous leadership experience managing an investment platform at a mid-sized RIA .
  • Direct experience working with independent advisors .
  • Strong track record managing asset allocation strategies and investment operations.
  • Proven people management experience with ability to build and inspire teams.
  • Hands-on experience with :
  • Orion, Black Diamond, or similar portfolio management systems
  • Schwab or similar custodial platforms
  • Microsoft Excel (advanced proficiency)
  • Familiarity with Bloomberg or FactSet (not required but highly advantageous).
  • Demonstrated ability to balance strategic vision with operational execution .

    • Ideal Candidate Profile

  • An entrepreneurial, growth-minded leader with strong drive and initiative.
  • Comfortable navigating complexity while keeping execution crisp and disciplined.
  • Adept at both high-level strategy and hands-on problem-solving.
  • Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.
  • Brings a proven history of scaling investment programs and building operational excellence.

    • 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 :

  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance (HDHP HSA plans are 100% paid for the employee)
  • ER PD Telehealth
  • Dental Insurance
  • Vision Insurance
  • ER PD Life, Disability & EAP Insurance
  • Supplemental Insurance
  • Paid time Off (112 hours after 90 days)
  • Holiday Pay (12 Holidays)
  • Training & Education
  • ER Events, Awards, Activities

    • PIc19c67fcf495-29400-38640084

    serp_jobs.job_alerts.create_a_job

    Director Investment • St. Louis, Missouri, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of Partner Programs

    Director of Partner Programs

    VirtualVocationsSaint Charles, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Global Partner Programs & Operations.Key Responsibilities Design and implement a scalable global partner program aligned with business goals Collaborate wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationSt. Peters, Missouri
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finance Director

    Finance Director

    VirtualVocationsSaint Charles, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Finance (Controller) to manage financial health and strategy as it grows.Key Responsibilities Oversee financial management including AP / AR, bookkeeping, and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of AI Integrations

    Director of AI Integrations

    VirtualVocationsSaint Louis, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director, Integration Architect / AI.Key Responsibilities Lead the technology roadmap for optimizing SaaS systems architecture and AI strategy Collaborate with cross-fun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Director of Sales Operations

    Director of Sales Operations

    VirtualVocationsSaint Louis, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Sales Operations to build and optimize the operational infrastructure for their sales organization. Key Responsibilities Develop and refine sales strategies,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Nursing (DON)

    Director of Nursing (DON)

    BRIAAlton, IL, United States
    serp_jobs.job_card.full_time
    At BRIA, we are community-driven with a focus on work-life balance.Our nursing homes offer a compassionate care environment, empowering you. Director of Nursing (DON) Benefits : .Medical / Dental / Vision...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sustainability Partner Manager – Solar Sales (Hiring Immediately)

    Sustainability Partner Manager – Solar Sales (Hiring Immediately)

    CLAE SOLUTIONSOld Jamestown, Missouri, US
    serp_jobs.job_card.part_time
    Clae Goldman Team is seeking a proactive and results-oriented Field Account Manager to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Director of Analytics

    Senior Director of Analytics

    VirtualVocationsSaint Louis, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Director, Indirect Analytics & Strategy.Key Responsibilities Develop and manage comprehensive partner reporting systems for accurate data delivery Oversee pipel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Accountant

    Senior Accountant

    Mclane Company, Inc. CareersGodfrey, IL, US
    serp_jobs.job_card.full_time +1
    McLane is one of the largest and most stable supply chain services leaders in the United States.We've been at the forefront of delivering retail and restaurant solutions for convenience stores, mas...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer - Experienced (GS9)

    Customs and Border Protection Officer - Experienced (GS9)

    U.S. Customs and Border ProtectionNew Athens, IL, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of Investments

    Director of Investments

    Larson Financial Group, LLCSt. Louis, Missouri, United States, 63101
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    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 wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Director of Strategic Financing

    Senior Director of Strategic Financing

    VirtualVocationsSaint Charles, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Director, Strategic Financing.Key Responsibilities : Identify, structure, and evaluate strategic financing initiatives to fund infrastructure investments and grow...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Director of Solutions Engineering

    Director of Solutions Engineering

    VirtualVocationsSaint Louis, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Solutions Engineering.Key Responsibilities Direct all aspects of the Solutions Engineering organization in the Americas, focusing on pre-sales technical sal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Mortgage and Retail Investor Servicing Manager

    Mortgage and Retail Investor Servicing Manager

    Busey BankEdwardsville, IL, United States
    serp_jobs.job_card.full_time
    The Mortgage / Retail Investor Loan Services Manager is responsible for implementing and maintaining policies, procedures, and performance metrics designed to ensure accurate completion of; Investor ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Partnerships Leader – Community Solar Solutions (Hiring Immediately)

    Client Partnerships Leader – Community Solar Solutions (Hiring Immediately)

    CLAE SOLUTIONSOld Jamestown, Missouri, US
    serp_jobs.job_card.part_time
    Clae Goldman Team is seeking a proactive and results-oriented Field Account Manager to join our team.Our mission is to protect customers from rising energy costs, offer discounts, and promote green...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director, Accounting Automation & Transformation

    Director, Accounting Automation & Transformation

    Permobil, Inc.Belleville, IL, United States
    serp_jobs.job_card.full_time
    Director, Accounting Automation & Transformation.Would you like to work in an international environment where you'll make a difference every day? At Permobil, we're looking for game-changers to joi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Regional Managing Director

    Regional Managing Director

    VirtualVocationsSaint Louis, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Regional Managing Director to lead client relationships and oversee project management.Key Responsibilities Build and maintain exceptional client relationships to drive...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director of Pooled Plans Management

    Director of Pooled Plans Management

    VirtualVocationsSaint Charles, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director, Pooled Plans Account Management.Key Responsibilities Design service models and establish metrics to ensure high customer satisfaction Oversee client relation...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionHardin, IL, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance BuzzWood River, Illinois, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day