Larson Capital Management LLC

Description: At Larson Capital Management LLC we are seek a Director of Business Development - RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA distribution channel from the ground up. This is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCM's private real estate offerings as a core alternative allocation for RIA clients. The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment. This is not a relationship maintenance role - it is a channel-building mandate that requires genuine hunter instincts, commercial accountability, and the ability to represent LCM's investment platform credibly to sophisticated allocators. Responsibilities: RIA Channel Development Prospect, cultivate, and close relationships with independent RIAs, targeting advisors with client bases well-suited to private real estate allocations. Build LCM's RIA distribution channel from the ground up, establishing a pipeline of active relationships and converting them to capital commitments. Maintain and grow a geographic territory of RIA relationships, with accountability for AUM raised and pipeline growth metrics. Represent LCM at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand the firm's distribution reach. Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators. Product Communication & Education Serve as a knowledgeable and credible voice for LCM's investment platform in external advisor settings, communicating fund strategies, structures, performance drivers, and risk considerations clearly. Tailor messaging to the specific needs and investment frameworks of independent RIAs and their end clients. Deliver compelling presentations, due diligence materials, and one-on-one conversations that move advisors through the evaluation and commitment process. Stay current on private real estate market trends, competitive landscape, and RIA industry dynamics to position LCM effectively against alternatives. Cross-Functional Collaboration Partner with the Director of BD - Advisor Channel, IR, marketing, and investment teams to ensure consistent messaging and coordinated distribution strategy. Provide market feedback from RIA conversations to inform product development, fund structuring, and communication priorities. Coordinate with the Director of Marketing & Communications on RIA-facing collateral, pitch materials, and digital presence. Maintain accurate and organized records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce CRM. Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate. Requirements: Bachelor's degree required; degree in Finance, Business, Economics, or related field preferred. 7-10 years of external-facing capital raising or RIA distribution experience, with a demonstrated track record of closing new allocator relationships. Existing network of RIA relationships with the ability to activate quickly upon joining LCM. Deep understanding of how independent RIAs evaluate, approve, and allocate to alternative investments, including private real estate. Strong knowledge of private real estate fund structures, alternative investment vehicles, and private placements. Experience navigating RIA custodian platforms, due diligence processes, and aggregator relationships preferred. Proficiency with Salesforce CRM or equivalent platform. Willingness and ability to travel extensively in support of RIA relationship development. FINRA Series 7 license preferred. Series 65 license preferred. Skills & Abilities Genuine hunter mentality - energized by prospecting, pipeline development, and closing. Credible, polished presence with sophisticated allocators and investment professionals. Strong command of private real estate fundamentals, fund mechanics, and alternative investment positioning. Excellent communication and presentation skills, with the ability to tailor messaging to diverse advisor audiences. Commercially minded and results-driven, with clear accountability for capital raise outcomes. Self-directed and disciplined in managing a travel-heavy, geographically distributed territory. Collaborative team player who can operate with autonomy and bring market intelligence back to the firm. Proficiency with Microsoft Office suite; experience with CRM systems (Salesforce preferred). Why This Role Matters RIA distribution is LCM's primary growth engine for new capital formation. Independent RIAs represent one of the fastest-growing pools of allocatable capital in the alternative investment space, and LCM's private real estate platform is well-positioned to serve that market. The Director of Business Development - RIA Distribution is the person who opens that channel - building the relationships, establishing the pipeline, and converting advisor interest into committed capital. This is a foundational hire for LCM's next phase of growth. About the Company Larson Capital Management is a private real estate investment firm rapidly expanding its investment holdings throughout the country. Larson Capital Management is a Registered Investment Advisor with the SEC and is part of the Larson Financial Holdings group of companies, which collectively has over $6 billion of assets under management for clients across the country. At LCM, we strive for excellence and value both initiative and collaboration. Our team enjoys a degree of autonomy in their work while contributing to a dynamic and fast-paced environment. We're looking for individuals who are curious, proactive, and eager to grow alongside the company. Those who join our team seek a challenging and often changing environment where they can continue to build upon skills and bring new value, ideas and best practices to the entire organization. Larson Capital Management offers a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program. Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities PIf7c5f6cfa9cd-7576

Description: At Larson Capital Management, LLC, we believe success is built by people who are goal-oriented, lead with a servant heart, and demonstrate a warrior spirit in everything they do. As a key member of our leadership team, the Director of Operations will bring energy, initiative, and integrity to their work while supporting both our clients and colleagues through strong stewardship and collaboration. The Director of Operations is the firm's process architect and operational backbone. Partnering directly with the President, the Director owns the design, documentation, implementation, and ongoing accountability of every process and procedure that runs the business. The mandate is simple and absolute: every function in the organization operates from clear, written, repeatable procedures - and those procedures are followed. The Director of Operations drives all operations across the firm, sets the operating rhythm, holds leaders accountable to commitments and timelines, and is the President's most trusted partner in translating strategy into disciplined daily execution. The Director of Operations also extends that same operational rigor outward by coaching and mentoring portfolio company executives. This is a hands-on, high-accountability role for someone who believes that great organizations are built on written procedures, clear ownership, and relentless follow-through. Responsibilities: Process & Procedure Architecture Own the creation, implementation, and ongoing maintenance of process and procedure maps across every function of the firm - investment operations, finance and accounting and investor relations. Ensure that every aspect of the organization operates from documented, written procedures that are accessible, version-controlled, and kept current. Conduct end-to-end process mapping (current state and future state), identify gaps and redundancies, and design optimized workflows with clear inputs, outputs, owners, hand-offs, and decision rights. Build and maintain the firm's central operating manual / procedure library; lead periodic reviews to ensure procedures remain accurate, complete, and used. Apply continuous improvement methodologies (Lean, Six Sigma, or equivalent) to eliminate waste, reduce cycle times, and improve quality across all workflows. Operational Accountability & Cadence Partner with the President to establish and enforce the firm's operating rhythm - annual planning, quarterly business reviews, monthly operating reviews, weekly leadership meetings, and daily stand-ups as required. Drive accountability across the leadership team: track commitments, deadlines, and deliverables; surface slippage early; and ensure issues are resolved, not deferred. Build and own the firm's KPI and operational dashboard; provide the President with a clear, real-time view of organizational performance against plan. Serve as the President's right hand on execution - translating priorities into action plans, sequencing initiatives, and ensuring nothing falls through the cracks. Every meeting prepared, every deliverable on schedule, every commitment tracked to completion. Driving Firm-Wide Operations Provide operational leadership across all firm functions; ensure cross-functional initiatives are scoped, resourced, and executed on time and on budget. Lead implementation of new systems, tools, and technology that increase operational efficiency and scalability. Manage vendor relationships and external service providers; ensure SLAs are defined, measured, and met. Own onboarding and offboarding processes for firm employees and new portfolio investments to ensure consistent execution. Identify operational risk, design controls, and partner with compliance and legal to ensure procedures meet regulatory and fiduciary standards. Portfolio Company Coaching Coach and mentor portfolio company executives on operational rigor, performance management, and strategic execution. Share the firm's process discipline and operating cadence with portfolio company leadership teams; help them install written procedures, KPI dashboards, and accountability systems in their own businesses. Serve as an on-call operational resource to portfolio company working through process, organizational, or execution challenges. Requirements: 15+ years of progressive operational leadership experience, with a demonstrated record of designing, documenting, and implementing process and procedure frameworks at scale. Proven track record of building a written operating system - procedure libraries, SOPs, process maps, RACI matrices, KPI dashboards - and driving organization-wide adoption. Experience reporting to or partnering closely with a President, or Managing Partner as the executor of organizational priorities. Exceptional accountability and follow-through; comfortable holding senior peers and direct reports to commitments without damaging relationships. Strong operational and financial acumen; able to read financials, build operating models, and translate strategy into measurable execution. Outstanding written communication; able to produce clear, concise procedures and policies that people actually use. Bachelor's degree required; MBA or relevant advanced degree preferred. Preferred Qualifications: Lean, Six Sigma (Green Belt or Black Belt), or other formal process improvement certification. Prior experience in a private equity firm, professional services firm, or PE-backed portfolio company. Experience implementing process management or workflow tools (e.g., business process management software, project management platforms, knowledge management systems). Background in management consulting, internal audit, or operational excellence functions. Experience standing up an operations function from the ground up in a growing organization. Compensation and Benefits Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits . PIa784f6-

Description: At Larson Capital Management LLC we are seeking a Director of Business Development - Advisor Channel to serve as LCM's dedicated internal wholesaler and real estate product specialist, embedded within the firm's advisor distribution network. This is a proactive, high-visibility role responsible for driving capital formation by educating and enabling LCM's internal wealth advisor teams to confidently position and recommend LCM's investment offerings to their clients. Unlike a traditional relationship management role, this position carries an active business development mandate. The Director is expected to sit alongside advisor teams in client-facing meetings, serve as the authoritative voice on LCM's real estate strategies, and translate complex fund structures into clear, compelling narratives for advisors and their clients. Success in this role requires deep product knowledge, strong presence in advisor settings, and the ability to consistently convert advisor engagement into capital deployment. Responsibilities: Advisor Channel Development Act as LCM's embedded product specialist within internal advisor teams, attending client meetings as the real estate subject matter expert. Drive capital formation by enabling advisors to confidently present and recommend LCM's investment products. Build deep, trust-based relationships with advisors across LCM's internal network to increase engagement, adoption, and allocation volume. Identify and pursue opportunities to deepen advisor utilization of LCM's product lineup. Product Education & Communication Translate complex real estate investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives. Develop and deliver educational content including investment strategy overviews, market updates, due diligence summaries, and risk considerations. Lead advisor training sessions, webinars, workshops, and in-person presentations on LCM products and strategies. Support advisor onboarding to new investment offerings and platforms. Cross-Functional Collaboration Partner with investment, compliance, operations, IR, and marketing teams to ensure consistent and accurate messaging across all advisor-facing materials. Gather advisor feedback and communicate insights to LCM leadership to inform product development and distribution strategy. Coordinate advisor communications related to new offerings, performance updates, and strategic initiatives. Maintain organized records of advisor interactions, meetings, and pipeline activity in Salesforce CRM. Participate in periodic travel for advisor meetings, conferences, and company events. Requirements: Bachelor's degree required; degree in Finance, Business, Economics, or related field preferred. 7-10 years of professional experience in financial services, investment management, wholesaling, or advisor distribution. Demonstrated track record in a wholesaling or internal distribution role, with measurable contribution to capital raise outcomes. Deep knowledge of private real estate, alternative investments, fund structures, and private placements. Proven ability to communicate complex investment concepts clearly and persuasively to advisor and client audiences. Experience sitting in client-facing or advisor-facing meetings in a product specialist or subject matter expert capacity. Proficiency with Salesforce CRM or equivalent platform. Willingness to travel regularly to support advisor relationships and business development activities. FINRA Series 7 license preferred. Series 65 license required. Skills & Abilities Confident, credible presence in advisor and client meeting environments. Strong command of real estate investment fundamentals, fund mechanics, and capital markets. Excellent communication and presentation skills - able to simplify without oversimplifying. Proactive and commercially minded, with a genuine drive to generate capital outcomes. Strong organizational skills with the ability to manage multiple advisor relationships simultaneously. Collaborative team player who can also operate with autonomy and ownership. Proficiency with Microsoft Office suite; experience with CRM systems (Salesforce preferred). Why This Role Matters LCM's internal advisor network represents a significant and underleveraged source of capital. This role exists to close the gap between what LCM's investment team is building and what advisors are able to confidently recommend to their clients. By serving as the bridge between investment strategy and advisor execution, the Director of Business Development - Advisor Channel plays a direct and measurable role in driving AUM growth and expanding LCM's capital formation platform. About the Company Larson Capital Management is a private real estate investment firm rapidly expanding its investment holdings throughout the country. Larson Capital Management is a Registered Investment Advisor with the SEC and is part of the Larson Financial Holdings group of companies, which collectively has over $6 billion of assets under management for clients across the country. At LCM, we strive for excellence and value both initiative and collaboration. Our team enjoys a degree of autonomy in their work while contributing to a dynamic and fast-paced environment. We're looking for individuals who are curious, proactive, and eager to grow alongside the company. Those who join our team seek a challenging and often changing environment where they can continue to build upon skills and bring new value, ideas and best practices to the entire organization. Larson Capital Management offers a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program. Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities PIeabe-7575

Description: At Larson Capital Management LLC we are seek a Director of Business Development - RIA Distribution to join as LCM's primary external-facing capital formation hire, responsible for building and owning the firm's RIA distribution channel from the ground up. This is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCM's private real estate offerings as a core alternative allocation for RIA clients. The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment. This is not a relationship maintenance role - it is a channel-building mandate that requires genuine hunter instincts, commercial accountability, and the ability to represent LCM's investment platform credibly to sophisticated allocators. Responsibilities: RIA Channel Development Prospect, cultivate, and close relationships with independent RIAs, targeting advisors with client bases well-suited to private real estate allocations. Build LCM's RIA distribution channel from the ground up, establishing a pipeline of active relationships and converting them to capital commitments. Maintain and grow a geographic territory of RIA relationships, with accountability for AUM raised and pipeline growth metrics. Represent LCM at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand the firm's distribution reach. Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators. Product Communication & Education Serve as a knowledgeable and credible voice for LCM's investment platform in external advisor settings, communicating fund strategies, structures, performance drivers, and risk considerations clearly. Tailor messaging to the specific needs and investment frameworks of independent RIAs and their end clients. Deliver compelling presentations, due diligence materials, and one-on-one conversations that move advisors through the evaluation and commitment process. Stay current on private real estate market trends, competitive landscape, and RIA industry dynamics to position LCM effectively against alternatives. Cross-Functional Collaboration Partner with the Director of BD - Advisor Channel, IR, marketing, and investment teams to ensure consistent messaging and coordinated distribution strategy. Provide market feedback from RIA conversations to inform product development, fund structuring, and communication priorities. Coordinate with the Director of Marketing & Communications on RIA-facing collateral, pitch materials, and digital presence. Maintain accurate and organized records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce CRM. Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate. Requirements: Bachelor's degree required; degree in Finance, Business, Economics, or related field preferred. 7-10 years of external-facing capital raising or RIA distribution experience, with a demonstrated track record of closing new allocator relationships. Existing network of RIA relationships with the ability to activate quickly upon joining LCM. Deep understanding of how independent RIAs evaluate, approve, and allocate to alternative investments, including private real estate. Strong knowledge of private real estate fund structures, alternative investment vehicles, and private placements. Experience navigating RIA custodian platforms, due diligence processes, and aggregator relationships preferred. Proficiency with Salesforce CRM or equivalent platform. Willingness and ability to travel extensively in support of RIA relationship development. FINRA Series 7 license preferred. Series 65 license preferred. Skills & Abilities Genuine hunter mentality - energized by prospecting, pipeline development, and closing. Credible, polished presence with sophisticated allocators and investment professionals. Strong command of private real estate fundamentals, fund mechanics, and alternative investment positioning. Excellent communication and presentation skills, with the ability to tailor messaging to diverse advisor audiences. Commercially minded and results-driven, with clear accountability for capital raise outcomes. Self-directed and disciplined in managing a travel-heavy, geographically distributed territory. Collaborative team player who can operate with autonomy and bring market intelligence back to the firm. Proficiency with Microsoft Office suite; experience with CRM systems (Salesforce preferred). Why This Role Matters RIA distribution is LCM's primary growth engine for new capital formation. Independent RIAs represent one of the fastest-growing pools of allocatable capital in the alternative investment space, and LCM's private real estate platform is well-positioned to serve that market. The Director of Business Development - RIA Distribution is the person who opens that channel - building the relationships, establishing the pipeline, and converting advisor interest into committed capital. This is a foundational hire for LCM's next phase of growth. About the Company Larson Capital Management is a private real estate investment firm rapidly expanding its investment holdings throughout the country. Larson Capital Management is a Registered Investment Advisor with the SEC and is part of the Larson Financial Holdings group of companies, which collectively has over $6 billion of assets under management for clients across the country. At LCM, we strive for excellence and value both initiative and collaboration. Our team enjoys a degree of autonomy in their work while contributing to a dynamic and fast-paced environment. We're looking for individuals who are curious, proactive, and eager to grow alongside the company. Those who join our team seek a challenging and often changing environment where they can continue to build upon skills and bring new value, ideas and best practices to the entire organization. Larson Capital Management offers a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program. Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities PI7c69f15118b1-7576

Description: At Larson Capital Management LLC we are seeking a Director of Business Development - Advisor Channel to serve as LCM's dedicated internal wholesaler and real estate product specialist, embedded within the firm's advisor distribution network. This is a proactive, high-visibility role responsible for driving capital formation by educating and enabling LCM's internal wealth advisor teams to confidently position and recommend LCM's investment offerings to their clients. Unlike a traditional relationship management role, this position carries an active business development mandate. The Director is expected to sit alongside advisor teams in client-facing meetings, serve as the authoritative voice on LCM's real estate strategies, and translate complex fund structures into clear, compelling narratives for advisors and their clients. Success in this role requires deep product knowledge, strong presence in advisor settings, and the ability to consistently convert advisor engagement into capital deployment. Responsibilities: Advisor Channel Development Act as LCM's embedded product specialist within internal advisor teams, attending client meetings as the real estate subject matter expert. Drive capital formation by enabling advisors to confidently present and recommend LCM's investment products. Build deep, trust-based relationships with advisors across LCM's internal network to increase engagement, adoption, and allocation volume. Identify and pursue opportunities to deepen advisor utilization of LCM's product lineup. Product Education & Communication Translate complex real estate investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives. Develop and deliver educational content including investment strategy overviews, market updates, due diligence summaries, and risk considerations. Lead advisor training sessions, webinars, workshops, and in-person presentations on LCM products and strategies. Support advisor onboarding to new investment offerings and platforms. Cross-Functional Collaboration Partner with investment, compliance, operations, IR, and marketing teams to ensure consistent and accurate messaging across all advisor-facing materials. Gather advisor feedback and communicate insights to LCM leadership to inform product development and distribution strategy. Coordinate advisor communications related to new offerings, performance updates, and strategic initiatives. Maintain organized records of advisor interactions, meetings, and pipeline activity in Salesforce CRM. Participate in periodic travel for advisor meetings, conferences, and company events. Requirements: Bachelor's degree required; degree in Finance, Business, Economics, or related field preferred. 7-10 years of professional experience in financial services, investment management, wholesaling, or advisor distribution. Demonstrated track record in a wholesaling or internal distribution role, with measurable contribution to capital raise outcomes. Deep knowledge of private real estate, alternative investments, fund structures, and private placements. Proven ability to communicate complex investment concepts clearly and persuasively to advisor and client audiences. Experience sitting in client-facing or advisor-facing meetings in a product specialist or subject matter expert capacity. Proficiency with Salesforce CRM or equivalent platform. Willingness to travel regularly to support advisor relationships and business development activities. FINRA Series 7 license preferred. Series 65 license required. Skills & Abilities Confident, credible presence in advisor and client meeting environments. Strong command of real estate investment fundamentals, fund mechanics, and capital markets. Excellent communication and presentation skills - able to simplify without oversimplifying. Proactive and commercially minded, with a genuine drive to generate capital outcomes. Strong organizational skills with the ability to manage multiple advisor relationships simultaneously. Collaborative team player who can also operate with autonomy and ownership. Proficiency with Microsoft Office suite; experience with CRM systems (Salesforce preferred). Why This Role Matters LCM's internal advisor network represents a significant and underleveraged source of capital. This role exists to close the gap between what LCM's investment team is building and what advisors are able to confidently recommend to their clients. By serving as the bridge between investment strategy and advisor execution, the Director of Business Development - Advisor Channel plays a direct and measurable role in driving AUM growth and expanding LCM's capital formation platform. About the Company Larson Capital Management is a private real estate investment firm rapidly expanding its investment holdings throughout the country. Larson Capital Management is a Registered Investment Advisor with the SEC and is part of the Larson Financial Holdings group of companies, which collectively has over $6 billion of assets under management for clients across the country. At LCM, we strive for excellence and value both initiative and collaboration. Our team enjoys a degree of autonomy in their work while contributing to a dynamic and fast-paced environment. We're looking for individuals who are curious, proactive, and eager to grow alongside the company. Those who join our team seek a challenging and often changing environment where they can continue to build upon skills and bring new value, ideas and best practices to the entire organization. Larson Capital Management offers a comprehensive suite of benefits including employer paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program. Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities PI3800c62a9a41-7575