Larson Commercial Real Estate LLC is seeking a Maintenance Engineer to join our team in Chesterfield, MO. As the Maintenance Engineer, you'll play a crucial role in ensuring the safety, functionality, and aesthetics of our facilities. 

You will be responsible for performing routine maintenance, troubleshooting issues, and implementing repairs to create a seamless and efficient environment. Your expertise will contribute to a well-maintained building that supports the needs of our occupants and enhances their experience.

Job Responsibilities

• Perform routine inspections of building systems, including HVAC, electrical, and plumbing.
• Conduct repairs and preventive maintenance on mechanical equipment and building infrastructure.
• Respond to emergency maintenance calls and resolve issues promptly.
• Monitor and manage building automation systems to ensure efficiency and safety.
• Maintain records of maintenance activities, monitor equipment performance and document building information.
• Coordinate with outside contractors and vendors for specialized repairs and services.
• Ensure compliance with safety regulations and building codes.
• Assist in the development and implementation of maintenance policies and procedures.
• Manage inventory of maintenance supplies and order parts as needed.
• Participate in energy management and sustainability initiatives.
• Inspect and maintain safety equipment and coordinate inspections such as fire alarms and extinguishers.
• Collaborate with property management to plan and execute building improvements.
• Conduct regular assessments of building conditions and report findings to management.
• Maintain a safe, clean and organized work environment

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team!

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals.

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team!

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals.

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team!

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals.

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team!

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals.

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team!

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals.

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team!

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals.

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

Larson Capital Management, LLC is seeking a experienced Senior Property Accountant to join our dynamic team! 

As the Senior Property Accountant, you will play a pivotal role in managing financial operations for our diverse property portfolio. As a key contributor, you will oversee and ensure accurate financial reporting, drive process improvements, and collaborate with cross-functional teams to support strategic business goals. 

This is an exciting opportunity for a detail-oriented professional to make a significant impact within a thriving company.

Job Responsibilities

• Prepare and review monthly, quarterly, and annual financial statements for accuracy and compliance.
• Manage and oversee the daily operations of the accounting department for multiple properties.
• Perform general ledger reconciliations and ensure all accounting entries are accurate and timely.
• Analyze financial information and summarize the financial status of properties.
• Coordinate and assist in the preparation of annual budgets and forecasts.
• Ensure compliance with federal, state, and local financial legal requirements.
• Collaborate with property management teams to support and improve financial performance.
• Monitor and report on variances from the established budget, and the reasons for those variances.
• Perform internal audits and implement necessary internal controls to safeguard assets.
• Supervise and mentor junior accounting staff, ensuring development and adherence to company policies.
• Assist with the preparation for external audits and liaise with auditors as needed.
• Develop and maintain accounting policies and procedures for the property management portfolio.
• Work with tax professionals to ensure timely and accurate tax filings.
• Review and approve all property-related invoices and payments.
• Implement and maintain systems for cost-reduction initiatives.

Larson Capital Management, LLC, is seeking a dynamic fund accounting professional to perform daily reporting functions for multiple private equity real estate funds. The Senior Fund Accountant is responsible for the accounting, operations, and administration of assigned private investment funds managed by a premier Venture Capital firm. The firm also manages several asset classes, including private equity and growth equity. The Senior Fund Accountant position offers competitive pay, a generous bonus program and a comprehensive benefits package.

The Senior Fund Accountant is responsible for the preparation and review of hedge fund and private equity fund valuations, including portfolio valuation, fee computation, various accruals, and income allocations. In addition, the incumbent will be involved in the preparation and review of the annual audit reports, act as a direct liaison with the fund managers, auditors, and other related parties.

Responsibilities:

• Provide investment accounting support for a portfolio of private investment holdings.
• Prepare reconciliations of fund cash and investment positions to the prime broker/custodian accounts and track fund level expenses, accruals, management fees and incentive fees.
• Maintain Fund books and records in accordance with the Offering Memorandum and other Constitutive Documents.
• Prepare initial draft of a fund’s annual financial statements with footnotes in accordance with GAAP and provide audit assistance to independent audit firms during the fund’s annual review.
• Ongoing review and compliance with controls and procedures
• Assist with business development, client specific reporting/analysis requests, and special projects.
• Assist internal development team with development projects as needed (prepare invoices for fund reimbursements, provide total amount spent on projects as needed, track total equity provided).
• Prepare and review financial statements for development properties by working with internal development team as well as outside developer, reconciling developer TB with draw activity and incorporating into our financials.
• Review bank transactions before sending off for approval, including verifying wire/ACH instructions with outside parties.
• Calculate management fees billed to the funds and enter through AP system.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

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 Chief Operations Officer will bring energy, initiative, and integrity to their work while supporting both our clients and colleagues through strong stewardship and collaboration.

As the COO you will act as the firm's process architect and operational backbone. Partnering directly with the President, the COO 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 COO 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 COO 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.

Larson Capital Management, LLC, is seeking an experienced Director of Asset Management to join our dynamic team. As the Director of Asset Management, you will lead and innovate in the strategic oversight of our investment portfolios. In this pivotal role, you will drive the performance and growth of assets, ensuring optimal returns and sustainable development. Your expertise will shape the future of our asset strategies, fostering a culture of excellence and collaboration. 

Job Responsibilities 

• Develop and implement strategic plans for asset management to optimize the value and performance of the organization's portfolio. 
• Oversee and lead a team of asset managers, providing guidance, mentorship, and performance evaluations. 
• Establish and enforce asset management policies and procedures to ensure compliance with regulatory requirements and industry standards. 
• Analyze market trends and economic conditions to identify opportunities for asset acquisition, improvement, or disposition.
• Collaborate with cross-functional teams, including finance, operations, and legal, to align asset management strategies with organizational goals. 
• Monitor and report on the performance of assets, preparing detailed reports and presentations for senior leadership and stakeholders. 
• Lead negotiations and manage relationships with third-party service providers, including property managers, leasing agents, and maintenance contractors. 
• Develop and manage the asset management budget, ensuring efficient allocation of resources and cost control. 
• Implement risk management strategies to safeguard assets and mitigate potential losses. 
• Drive continuous improvement initiatives to enhance asset performance and operational efficiency. 
• Engage with investors and stakeholders to communicate asset management strategies and outcomes. 
• Ensure the integration of sustainability practices into asset management activities to enhance long-term value. 

Larson Capital Management LLC is seeking a Real Estate Entitlements Associate to help move development projects from initial site evaluation through final approvals. This role will evaluate development feasibility, coordinate consultants, and navigate zoning, land-use, and permitting requirements to prepare properties for construction. 

The ideal candidate combines strong technical knowledge with the communication and organizational skills needed to work effectively with municipalities, project teams, and community stakeholders. 

Key Responsibilities 

• Evaluate development feasibility: Research zoning, land-use regulations, title restrictions, easements, infrastructure requirements, and other conditions that may affect a property’s development potential. Communicate findings and risks to the acquisition and development teams. 
• Manage entitlement applications: Develop approval strategies and prepare, coordinate, and submit applications for rezoning, variances, conditional use permits, subdivision approvals, site plan reviews, and related entitlements. 
• Coordinate project consultants: Work with civil engineers, architects, land-use attorneys, environmental specialists, and other consultants to deliver accurate plans and reports within project schedules and budgets. 
• Build municipal and community relationships: Serve as a key contact for planning departments, government agencies, utility providers, and community stakeholders. Represent projects at public hearings, planning commission meetings, and other approval-related meetings. 
• Support environmental reviews: Coordinate required environmental studies and review technical reports to identify potential concerns, mitigation requirements, and impacts on project feasibility. 
• Track schedules and costs: Maintain entitlement schedules, monitor application progress, and track consultant expenses, application fees, and anticipated development impact fees. 
• Resolve approval challenges: Work with internal teams, consultants, and municipal staff to address review comments, negotiate approval conditions, and reduce project delays. 
• Maintain project documentation: Keep organized records of submissions, correspondence, approvals, and outstanding conditions, and provide regular updates to leadership. 

Larson Capital Management LLC sponsors real estate investments for accredited investors, including new development, Opportunity Zone and stabilized/1031 strategies. LCM's capital has come primarily through the Larson Financial Group advisor network. We are now building a third-party distribution capability to reach independent RIAs, family offices and broker-dealers.

The Head of Distribution is the first hire for that effort. You will build the channel from the ground up, start as a hands-on leader and seller, and over time lead LCM's sales organization.

Location and Travel

Based in Houston, TX or St. Louis, MO office. Regular travel to meet investors, advisors and platform partners.

Responsibilities:

• Build the foundation for outside investors with our Product, Legal, Compliance and Operations teams: diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications and allocation policy.
• Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
• Recruit, hire and lead the first wholesalers and internal sales support, and design how the team grows.
• Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
• Track pipeline, approvals, investor retention and the cost of raising capital, and report results to senior leadership.

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the St. Louis, MO area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Reno, NV area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the San Diego, CA area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Houston, TX area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Minneapolis, MN area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes

Resolve client inquiries and provide trusted support

Intrua Financial LLC, an SEC-registered investment adviser within the Larson Financial Holdings (“LFH”) network of companies, is seeking an experienced Chief Compliance Officer to lead and execute its compliance program. This position reports to LFH’s Vice President of Compliance and works closely with Intrua’s leadership and the broader LFH compliance function. 

This is a hands-on leadership role with no direct support staff. The CCO is responsible for both setting compliance priorities and personally completing the daily reviews, monitoring, testing, documentation, training, and follow-up needed to maintain an effective program. Candidates should be comfortable moving between advising senior leadership and working through individual compliance matters. 

Intrua uses LPL Financial as its broker-dealer. The CCO will serve as Intrua’s primary compliance liaison with LPL, coordinating responses, resolving issues, and helping advisors and associates understand and satisfy applicable LPL requirements. 

The successful candidate will exercise independent judgment, provide practical guidance, and take ownership of issues through resolution while coordinating with LFH’s VP of Compliance on significant risks, escalations, and broader compliance initiatives. 

Key Responsibilities 

• Develop, implement, maintain, and personally administer Intrua’s investment adviser compliance program, policies, and procedures. 
• Perform daily compliance reviews and approvals, including advisory account documentation, advertising and marketing materials, disclosures, and other business activities. 
• Conduct compliance monitoring, testing, risk assessments, and the annual compliance review; document findings and track corrective actions through completion. 
• Serve as Intrua’s primary compliance contact with LPL, including coordinating inquiries, addressing deficiencies, resolving supervisory and operational compliance issues, and tracking outstanding items. 
• Help advisors and associates navigate applicable regulatory requirements, Intrua policies, and LPL requirements. 
• Review trading activity and investment practices for compliance concerns, including conflicts of interest, personal trading, allocation practices, and adherence to client mandates and disclosures. 
• Maintain required compliance records, regulatory filings, disclosures, and supporting documentation. 
• Coordinate regulatory examinations, external audits, and internal reviews, including gathering records, preparing responses, and managing remediation. 
• Investigate complaints, potential violations, and other compliance concerns; escalate significant matters promptly to LFH’s VP of Compliance and appropriate leadership. 
• Develop and deliver practical compliance training for advisors, employees, and management. 
• Provide clear reporting to Intrua leadership and LFH’s VP of Compliance on compliance risks, findings, remediation, and program effectiveness. 
• Coordinate with the broader LFH compliance function to implement shared standards and initiatives while addressing Intrua’s specific business and regulatory obligations. 
• Perform designated supervisory principal or subject matter responsibilities, as applicable to licensing, registration, and assigned duties. 
• Other duties as assigned. 

The Compliance Officer (“CO”) is a key role within Larson Network Services (“LNS”). LNS provides network companies with various back-stage operational support services including Compliance. The network includes our affiliate Broker Dealer, Larson Financial Securities, LLC (“LFS”) and two Registered Investment Advisors, Larson Financial Group, LLC (“LFG”), Larson Wealth Partners, LLC (“LWP”) and Larson Capital Management, LLC (“LCM”) (collectively the “Firm”). The CO helps to ensure that all advisors and other associated persons comply with all federal, state, SEC, FINRA and MSRB rules and regulations and the Firm’s policies and procedures. In addition to other duties as assigned, COs help maintain regulatory compliance by researching and communicating requirements, reviewing and approving applications and advertising materials, testing policies and procedures and supporting internal and external audits. COs may be named as Designated Supervisory Principal and or Subject Matter Experts for certain Branches or areas of the Firms' Compliance Program.

Reports to: Chief Compliance Officer

Required Qualifications and Experience:

• Bachelor’s Degree or Higher
• Series 7, Series 66(63/65) and Series 24 or Series 9/10
• 5+ years’ experience in financial services

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

At Larson Financial Group, LLC, we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can build successful, rewarding careers. 

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a financial professional who enjoys developing new client relationships, expanding existing relationships, and serving as a trusted advisor through comprehensive financial planning. 

About the Role 

As a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies. You'll be expected to build and manage a book of business through referrals, networking, centers of influence, and firm-provided opportunities while partnering with our internal planning and operations teams to deliver an exceptional client experience. 

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success. 

Responsibilities 

• Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.  
• Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.  
• Build and maintain trusted relationships that result in long-term client retention and referrals.  
• Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.  
• Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.  
• Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.  
• Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.  
• Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.  
• Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.  
• Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.  
• Stay current on industry trends, investment strategies, and financial planning best practices.  

At Larson Financial Group, LLC, we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can build successful, rewarding careers. 

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a financial professional who enjoys developing new client relationships, expanding existing relationships, and serving as a trusted advisor through comprehensive financial planning. 

About the Role 

As a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies. You'll be expected to build and manage a book of business through referrals, networking, centers of influence, and firm-provided opportunities while partnering with our internal planning and operations teams to deliver an exceptional client experience. 

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success. 

Responsibilities 

• Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.  
• Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.  
• Build and maintain trusted relationships that result in long-term client retention and referrals.  
• Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.  
• Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.  
• Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.  
• Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.  
• Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.  
• Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.  
• Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.  
• Stay current on industry trends, investment strategies, and financial planning best practices.  

At Larson Network Services, LLC, we are seeking an experienced and business-minded General Counsel Corporate Secretary to provide strategic legal guidance, oversee legal risk management, support company secretary duties, and contribute to the organization’s continued growth across its financial services, wealth management, investment, real estate, and related business operations. This role will serve as a trusted advisor to executive leadership and key stakeholders, helping the firm navigate complex legal, regulatory, contractual, corporate governance, employment, entity management, board governance, and operational matters with sound judgment and practical solutions.

The General Counsel will be responsible for leading the company’s legal function, supporting corporate secretary responsibilities, and providing proactive counsel on matters affecting the organization, its affiliated entities, clients, employees, advisors, and business partners. This individual will partner closely with executive leadership and business unit leaders to identify risk, support informed decision-making, maintain strong governance practices, and ensure the company’s legal interests are protected.

Responsibilities

• Serve as the primary legal advisor to executive leadership and senior management on corporate, regulatory, contractual, employment, governance, litigation, and business matters.
• Provide practical, business-focused legal guidance that supports strategic decision-making while appropriately managing risk.
• Draft, review, negotiate, and advise on a wide range of agreements, including vendor contracts, advisor agreements, employment-related agreements, confidentiality agreements, service agreements, real estate documents, letters of intent, acquisition documents, and other business contracts.
• Oversee corporate governance and corporate secretary matters, including entity management, board and committee support, ownership documentation, policies, resolutions, minutes, consents, and related records.
• Coordinate and support committee, ownership, and governance meetings, including preparing agendas, notices, materials, meeting minutes, written consents, resolutions, and follow-up action items.
• Maintain corporate records for the company and affiliated entities, including organizational documents, annual filings, officer and director records, ownership records, governance calendars, and entity compliance requirements.
• Assist with entity formation, qualification, dissolution, registered agent matters, annual reports, state filings, business licenses, and other corporate maintenance obligations.
• Partner with compliance leadership to support regulatory readiness and help ensure alignment with applicable securities, financial services, privacy, data protection, employment, and business regulations.
• Advise on employment law matters, including employee relations, policy development, restrictive covenants, investigations, separation agreements, and workplace compliance.
• Manage outside counsel relationships, including selecting, coordinating, and monitoring external legal resources to ensure cost-effective and timely support.
• Support mergers, acquisitions, business expansion, restructuring, and integration efforts by advising on legal due diligence, transaction documents, risk considerations, entity changes, approvals, and post-closing governance matters.
• Identify, evaluate, and communicate legal risks and recommended mitigation strategies to leadership and key stakeholders.
• Develop, maintain, and enhance legal policies, templates, procedures, contract management processes, governance practices, and corporate recordkeeping systems.
• Advise on privacy, cybersecurity, data governance, intellectual property, marketing, communications, and client-facing materials as needed.
• Handle or oversee dispute resolution, claims, litigation, subpoenas, regulatory inquiries, and other legal proceedings.
• Promote a culture of ethical decision-making, legal compliance, confidentiality, sound governance, and accountability throughout the organization

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence. 

As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits. If you're detail-oriented and passionate about delivering exceptional client service, we invite you to apply and become a key contributor to our success.

We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville, OH office. 

Job Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements and records to determine tax liability.
• Stay updated on tax laws and regulations to ensure compliance.
• Advise clients on tax planning and strategies to minimize tax liabilities.
• Gather and organize client financial information and documents.
• Identify potential tax credits and deductions to increase client savings.
• Respond to client inquiries and provide guidance on tax-related issues.
• Assist with audits, including preparation of audit documents and representation.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with team members to resolve complex tax issues.
• Ensure all tax return submissions are accurate and timely.
• Use tax software to complete and file tax returns efficiently.
• Develop and maintain strong client relationships through effective communication.
• Continuously improve knowledge and skills through training and professional development.