Director, Data Quality Analysis
Larson Financial Group, LLC, Saint Louis, MO, United States
Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform.
Make your application after reading the following skill and qualification requirements for this position.
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.
Oversight & Leadership Build, guide, and manage the investment research team .
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.
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 .
Strong track record managing asset allocation strategies and investment operations.
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).
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 firm’s trajectory. xsgimln
You’ll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.
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 PI85a 084
Make your application after reading the following skill and qualification requirements for this position.
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.
Oversight & Leadership Build, guide, and manage the investment research team .
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.
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 .
Strong track record managing asset allocation strategies and investment operations.
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).
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 firm’s trajectory. xsgimln
You’ll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.
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 PI85a 084