Director of Investments

Intrua Financial, LLC • Houston, TX

104d

About The Position

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.

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.
• Experience with Schwab or similar custodial platforms.
• Advanced proficiency in Microsoft Excel.
• Familiarity with Bloomberg or FactSet (not required but highly advantageous).
• Demonstrated ability to balance strategic vision with operational execution.

Nice To Haves

• 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.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 11-50 employees