Director Data Analysis & Planning

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. Build, guide, and manage the investment research team . Investment Management 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. Collaborate with marketing to produce investment-related materials for client and advisor use. Team & Platform Development Partner with leadership to expand and refine unique, proprietary investment programs. Drive innovation in internal systems, reporting, and investment solutions. Previous leadership experience managing an investment platform at a mid-sized RIA . Strong track record managing asset allocation strategies and investment operations. Schwab or similar custodial platforms Microsoft Excel (advanced proficiency) Brings a proven history of scaling investment programs and building operational excellence. 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 firms trajectory. Youll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions. Profit Sharing Bonus Program ~Medical Insurance (HDHP HSA plans are 100% paid for the employee)~ Dental Insurance ~ ER PD Life, Disability & EAP Insurance ~ Holiday Pay (12 Holidays)~ Training & Education ~ by Jobble