Larson is seeking a Vice President of Information Technology to lead technology strategy and execution across the organization and its affiliates. This role serves as a technology advisor to the Executive Leadership Team — providing research, recommendations, and strategic input — while directly facilitating execution through the Director of IT, Business Relationship Managers, and broader IT organization.

We're looking for a visionary executor: a leader who has set technology strategy at a senior level, can set direction for a multi-affiliate technology function, and reads the moment when personal execution is needed — testing a new tool, digging into a hard problem alongside the team, or stepping in when speed matters more than delegation. Experience leading technology through M&A integration is a strong plus. Financial services or RIA experience preferred given the regulatory environment.

Responsibilities: 

Strategy & Advisory

• Develop the enterprise technology roadmap across Larson.
• Provide research, recommendations, and technology guidance to the Executive Leadership Team.
• Evaluate emerging technologies (AI, automation, analytics) and personally test or pilot platforms before recommending broader adoption.
• Facilitate AI infrastructure and governance strategy across the organization, partnering with the AI Engineer and business units to ensure tools are adopted securely and consistently.

Affiliate & Organizational Leadership

• Lead technology strategy and standards across all affiliates, working through the Director of IT and affiliate-aligned Business Relationship Managers.
• Meet regularly with the presidents of each affiliate to understand their technology needs, audit progress against the roadmap, and confirm priorities are still aligned.
• Evaluate technology decisions across affiliates holistically — ensuring a solution adopted by one business unit is considered in the context of the others.
• Ensure consistent infrastructure, security, and systems standards across the affiliate structure.
• Directly manage the Director of IT and maintain visibility into each affiliate's technology needs and performance.

M&A Technology Leadership

• Facilitate technology due diligence, planning, and integration for all mergers and acquisitions.
• Lead the technical assessment of prospective acquisitions and build integration plans that minimize disruption to employees and clients.
• Standardize systems and security controls as new offices and affiliates come online.

Security & Compliance

• Facilitate the firm's cybersecurity program — monitoring, incident response, disaster recovery, and employee awareness — through the IT Ops & Security team.
• Ensure compliance with SEC, FINRA, and applicable privacy and cybersecurity frameworks (NIST, CIS Controls).
• Partner with compliance and legal on audits and regulatory exams.

Hands-On Execution

• Personally lead or contribute to key technical projects — system implementations, integrations, and troubleshooting as needed.
• Stay closely involved with core enterprise platforms (CRM, financial planning, portfolio management, document management) alongside the team.
• Step in as an individual contributor on high-priority or high-complexity issues.
• Partner closely with the AI, Data and CRM functions to ensure tools are adopted effectively and securely.

Team & Vendor Management

• Develop and manage the IT budget and capital planning.
• Facilitate strategic vendor relationships and contract negotiations.
• Support the development of the Director of IT and the broader technology team.

Additional Responsibilities

• Technology needs at a growing, multi-affiliate organization don't always fit neatly into a job description. This role is expected to flex as those needs evolve — taking on other duties as assigned to ensure the organization's technology goals are met.

Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country.

At Larson Financial Group LLC, we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit — providing clear direction to clients, tax expertise, and confidence in our service.

Job Responsibilities

• Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts.
• Develop and implement tax planning strategies for clients to optimize their financial situation.
• Run current and future year tax projections to help financial advisors and clients make better decisions.
• Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients.
• Build and maintain relationships with clients, their CPAs, and their other advisors.
• Review complex tax returns to discover opportunities for improvement in tax planning.
• Collaborate with other senior leaders and departments to optimize firm tax strategies.
• Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations.
• Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning.

Larson Capital Management LLC is a private equity real estate firm focused on creating long-term value through strategic investment, disciplined underwriting, and hands-on asset management. Our portfolio includes multifamily, office, and industrial properties across key U.S. markets. We pride ourselves on an entrepreneurial culture built on integrity, collaboration, and a commitment to excellence in every investment we make.

The Private Equity Analyst will play a key role in supporting the sourcing, underwriting, and execution of real estate investment opportunities. This individual will analyze potential acquisitions across multifamily, office, and industrial asset classes, assist in due diligence and closing processes, and support ongoing asset management and disposition efforts. The ideal candidate brings a strong financial foundation, a passion for real estate investing, and a proactive approach to problem solving in a fast-paced, team-oriented environment.

Key Responsibilities

Acquisitions & Underwriting

• Build and maintain detailed financial models for potential acquisitions using Excel and/or Argus.
• Perform comprehensive underwriting and sensitivity analyses across multifamily, office, and industrial assets.
• Conduct market research, including rent and sales comparables, submarket trends, and competitive positioning.
• Prepare investment memoranda and presentation materials for internal review and Investment Committee approval.
• Support deal structuring, term negotiation, and financial due diligence.

Due Diligence & Transaction Management

• Manage and coordinate third-party reports, including appraisals, environmental, and property condition assessments.
• Review operating statements, rent rolls, and leases to verify financial assumptions.
• Assist with closing documentation, data room management, and transaction execution.

Asset Management & Dispositions

• Support the asset management team in tracking property performance against underwriting and budget expectations.
• Assist in preparing quarterly asset summaries, hold/sell analyses, and valuation updates.
• Contribute to disposition strategies, broker selection, and marketing coordination for asset sales.
• Perform return analyses and prepare disposition recommendation materials.

At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates.

The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.

Key Responsibilities

Client Service & Operations

• Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes.
• Observe client interactions and assist with administrative and operational workflows.
• Learn account documentation requirements and client record management procedures.
• Develop an understanding of client service standards and best practices.

Financial Planning Exposure

• Observe Financial Planner meetings and client consultations.
• Participate in financial planning development sessions and plan implementation reviews.
• Gain experience evaluating client goals, risk tolerance, and investment objectives.
• Learn suitability standards and recommendation processes.

Investment & Securities Knowledge

• Develop a strong understanding of capital markets and securities industry fundamentals.
• Learn characteristics, risks, and applications of:
  • Equities
  • Fixed income securities
  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Options and derivatives
  • Alternative investments
  • Retirement plans
  • Investment company products
• Build knowledge of portfolio construction and risk management principles.

Compliance & Regulatory Education

• Study federal and state securities regulations.
• Learn FINRA rules, prohibited activities, and industry compliance requirements.
• Understand suitability standards, trading regulations, and account management procedures.
• Develop knowledge of fiduciary responsibilities and ethical business practices.

Licensing & Professional Development

• Complete structured training curriculum and assigned educational materials.
• Attend training sessions, workshops, and licensing preparation courses.
• Create study materials, including flashcards and practice reviews.
• Complete benchmark assessments and practice examinations.
• Successfully obtain:
  • Securities Industry Essentials (SIE)
  • Series 7 License
  • Series 66 License

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 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 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 Financial Advisor to join our growing St. Louis, MO office. 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 Financial Advisor, 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.

At Larson Capital Management LLC we are seek a Director of Business Development — RIA Distribution to join as LCM’s primary external-facing capital formation hire, responsible for building and owning the firm’s RIA distribution channel from the ground up. This is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCM’s private real estate offerings as a core alternative allocation for RIA clients.

The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment. This is not a relationship maintenance role — it is a channel-building mandate that requires genuine hunter instincts, commercial accountability, and the ability to represent LCM’s investment platform credibly to sophisticated allocators.

Responsibilities:

RIA Channel Development

• Prospect, cultivate, and close relationships with independent RIAs, targeting advisors with client bases well-suited to private real estate allocations.
• Build LCM’s RIA distribution channel from the ground up, establishing a pipeline of active relationships and converting them to capital commitments.
• Maintain and grow a geographic territory of RIA relationships, with accountability for AUM raised and pipeline growth metrics.
• Represent LCM at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand the firm’s distribution reach.
• Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators.

Product Communication & Education

• Serve as a knowledgeable and credible voice for LCM’s investment platform in external advisor settings, communicating fund strategies, structures, performance drivers, and risk considerations clearly.
• Tailor messaging to the specific needs and investment frameworks of independent RIAs and their end clients.
• Deliver compelling presentations, due diligence materials, and one-on-one conversations that move advisors through the evaluation and commitment process.
• Stay current on private real estate market trends, competitive landscape, and RIA industry dynamics to position LCM effectively against alternatives.

Cross-Functional Collaboration

• Partner with the Director of BD — Advisor Channel, IR, marketing, and investment teams to ensure consistent messaging and coordinated distribution strategy.
• Provide market feedback from RIA conversations to inform product development, fund structuring, and communication priorities.
• Coordinate with the Director of Marketing & Communications on RIA-facing collateral, pitch materials, and digital presence.
• Maintain accurate and organized records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce CRM.
• Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate.

At Larson Capital Management LLC, we are seeking a Director, Alternative Investment Specialist to serve as LCM's embedded product expert and authoritative voice on alternative investment strategies across the firm's internal wealth advisor network. This is a high-visibility, relationship-driven role centered on enabling LCM's advisors to confidently understand, position, and recommend LCM's investment offerings to their clients.

The Director partners directly with advisor teams — sitting in on client meetings, leading educational sessions, and translating complex fund structures and investment strategies into clear, compelling narratives for both advisor and client audiences. While the primary mandate is advisor enablement, success in this role is ultimately measured by capital outcomes: deeper advisor engagement, increased product adoption, and higher allocation volume across LCM's growing suite of alternative investment offerings.

LCM's current product focus is private real estate, with active expansion into hedge funds and near-term plans to grow into private equity and venture capital. The ideal candidate brings deep private real estate expertise as a foundation, with the intellectual range and curiosity to grow alongside LCM's expanding alternatives platform.

Key Responsibilities

Advisor Enablement & Product Expertise

• Serve as LCM's embedded alternative investment subject matter expert within the internal advisor network, attending client-facing meetings as the product specialist and authoritative voice on LCM's strategies.

• Enable advisors to confidently position and recommend LCM's investment offerings by providing deep product knowledge, responsive support, and ongoing education.

• Develop trusted, high-value relationships with advisors across LCM's internal network to increase product engagement, adoption, and allocation volume.

• Identify opportunities to deepen advisor utilization of LCM's full product lineup as new strategies come to market.

• Gather and synthesize advisor feedback to inform product development, messaging strategy, and distribution priorities — serving as a direct line of intelligence between the advisor network and LCM leadership.

Product Education & Communication

• Translate complex alternative investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives across asset classes.

• Develop and deliver educational content including investment strategy overviews, market updates, due diligence summaries, and risk considerations tailored to advisor and client audiences.

• Lead advisor training sessions, webinars, workshops, and in-person presentations on LCM products, fund mechanics, and broader alternative investment concepts.

• Support advisor onboarding to new investment offerings and platforms as LCM's product suite expands.

• Stay current on developments across private real estate, hedge funds, private equity, and venture capital to ensure LCM advisors have timely, accurate market context.

Cross-Functional Collaboration

• Partner closely with LCM's investment, IR, compliance, operations, and marketing teams to ensure consistent, accurate, and compliant messaging across all advisor-facing materials.

• Coordinate advisor communications related to new fund offerings, performance updates, capital events, and strategic initiatives.

• Maintain organized records of advisor interactions, meeting notes, and pipeline activity in Salesforce CRM.

• Represent LCM at advisor meetings and company events; periodic travel required.

At Larson Capital Management, LLC, we believe success is built by people who are goal-oriented, lead with a servant heart, and demonstrate a warrior spirit in everything they do. As a key member of our leadership team, the Director of Operations will bring energy, initiative, and integrity to their work while supporting both our clients and colleagues through strong stewardship and collaboration. 

The Director of Operations is the firm's process architect and operational backbone. Partnering directly with the President, the Director owns the design, documentation, implementation, and ongoing accountability of every process and procedure that runs the business. The mandate is simple and absolute: every function in the organization operates from clear, written, repeatable procedures — and those procedures are followed.

The Director of Operations drives all operations across the firm, sets the operating rhythm, holds leaders accountable to commitments and timelines, and is the President's most trusted partner in translating strategy into disciplined daily execution. The Director of Operations also extends that same operational rigor outward by coaching and mentoring portfolio company executives. This is a hands-on, high-accountability role for someone who believes that great organizations are built on written procedures, clear ownership, and relentless follow-through.

Responsibilities:

Process & Procedure Architecture

• Own the creation, implementation, and ongoing maintenance of process and procedure maps across every function of the firm — investment operations, finance and accounting and investor relations.
• Ensure that every aspect of the organization operates from documented, written procedures that are accessible, version-controlled, and kept current.
• Conduct end-to-end process mapping (current state and future state), identify gaps and redundancies, and design optimized workflows with clear inputs, outputs, owners, hand-offs, and decision rights.
• Build and maintain the firm's central operating manual / procedure library; lead periodic reviews to ensure procedures remain accurate, complete, and used.
• Apply continuous improvement methodologies (Lean, Six Sigma, or equivalent) to eliminate waste, reduce cycle times, and improve quality across all workflows.

Operational Accountability & Cadence

• Partner with the President to establish and enforce the firm's operating rhythm — annual planning, quarterly business reviews, monthly operating reviews, weekly leadership meetings, and daily stand-ups as required.
• Drive accountability across the leadership team: track commitments, deadlines, and deliverables; surface slippage early; and ensure issues are resolved, not deferred.
• Build and own the firm's KPI and operational dashboard; provide the President with a clear, real-time view of organizational performance against plan.
• Serve as the President's right hand on execution — translating priorities into action plans, sequencing initiatives, and ensuring nothing falls through the cracks.
• Every meeting prepared, every deliverable on schedule, every commitment tracked to completion.

Driving Firm-Wide Operations

• Provide operational leadership across all firm functions; ensure cross-functional initiatives are scoped, resourced, and executed on time and on budget.
• Lead implementation of new systems, tools, and technology that increase operational efficiency and scalability.
• Manage vendor relationships and external service providers; ensure SLAs are defined, measured, and met.
• Own onboarding and offboarding processes for firm employees and new portfolio investments to ensure consistent execution.
• Identify operational risk, design controls, and partner with compliance and legal to ensure procedures meet regulatory and fiduciary standards.

Portfolio Company Coaching

• Coach and mentor portfolio company executives on operational rigor, performance management, and strategic execution.
• Share the firm's process discipline and operating cadence with portfolio company leadership teams; help them install written procedures, KPI dashboards, and accountability systems in their own businesses.
• Serve as an on-call operational resource to portfolio company working through process, organizational, or execution challenges.

At Larson Capital Management LLC we are seeking a Director of Investor Relations & Communications to be responsible for owning the full investor communications function — serving as the final editorial authority on all investor-facing and advisor-facing content produced by or on behalf of the firm. This is a leadership role that combines strategic communications oversight with hands-on content stewardship, ensuring that everything LCM puts in front of investors, advisors, and the public is accurate, on-brand, and of the highest quality. 

The Director oversees content produced both internally by the IR team and externally by the LFS Marketing department, reviewing and approving all outbound materials before distribution. This person sets the editorial standard for the firm, structures how content is developed and routed for review, and makes final decisions on messaging, tone, and timing across all communications channels. 

This role also directly manages the Sr. Investor Relations Manager and IR Associate, providing leadership and direction on investor communications, reporting workflows, and day-to-day IR execution. The Director works in close collaboration with the BD team, investment management, compliance, and the LFS Marketing department to ensure consistent, coordinated messaging across all touchpoints. 

Key Responsibilities 

Editorial Oversight & Content Approval 

• Serve as the final reviewer and approver for all investor-facing and advisor-facing content, including fund updates, investor letters, capital call and distribution notices, pitch materials, and digital communications. 
• Review and approve content produced by the LFS Marketing department on behalf of LCM, ensuring alignment with LCM’s messaging standards, brand voice, and regulatory requirements. 
• Structure and manage internal content development workflows, defining how materials are drafted, routed, reviewed, and approved across the IR and marketing teams. 
• Maintain and enforce a consistent editorial standard across all LCM communications, ensuring accuracy, clarity, and appropriate tone for investor and advisor audiences. 
• Partner with compliance to ensure all outbound communications meet regulatory requirements before distribution. 

Investor & Advisor Communications 

• Own the investor communications calendar, overseeing the timely and accurate delivery of quarterly reports, fund updates and notices, and ad hoc investor correspondence. 
• Develop and refine the firm’s investor communications strategy, ensuring LPs receive clear, consistent, and professionally presented information about their investments. 
• Collaborate with the Director of BD — Advisor Channel on advisor-facing materials, ensuring product messaging is accurate, compelling, and appropriately tailored for advisor audiences. 
• Support the BD team with pitch materials, due diligence packages, and presentation content for RIA and advisor distribution efforts. 

Brand, Marketing & Digital Presence 

• Own LCM’s brand voice and visual identity standards, ensuring consistency across all internal and external materials. 
• Oversee the firm’s digital presence including website content, investment opportunity listings on fundraising platforms, and any social or digital marketing initiatives. 
• Coordinate with the LFS Marketing department on firm-wide brand initiatives, marketing campaigns, and content production, serving as LCM’s primary point of contact and approver. 
• Develop and oversee production of fund marketing materials, investor presentations, and collateral in collaboration with internal teams and LFS Marketing. 
• Identify opportunities to strengthen LCM’s market positioning and brand awareness among target investor and advisor audiences. 

Team Leadership & Cross-Functional Collaboration 

• Directly manage the Sr. Investor Relations Manager and IR Associate, providing leadership, direction, and professional development support. 
• Partner with investment management, operations, compliance, and BD teams to ensure accurate and timely information flows into all communications. 
• Work with the MD to develop and execute the firm’s annual communications plan and marketing priorities. 
• Maintain organized records of communications, content approvals, and distribution logs.

At Larson Financial Holdings, LLC, we are seeking an experienced Controller, CPA to lead the accounting function and own the preparation and integrity of the company’s GAAP financial statements within a fast-growing, diversified financial services organization.  

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 finance leadership team, the Controller will bring energy, initiative, and integrity to their work while supporting both our clients and colleagues through strong financial stewardship and collaboration. 

This role offers the opportunity to make a meaningful impact in an organization committed to helping employees thrive. In return for your leadership and expertise, Larson is dedicated to supporting your growth by providing the resources, mentorship, and opportunities needed to flourish both personally and professionally. We’re confident you’ll find this opportunity both challenging and rewarding. 

Responsibilities:  

• As Controller, you’ll partner and cultivate relationships with our leadership team to identify and manage various technical accounting and financial reporting opportunities 
• You will evaluate, analyze and issue US GAAP and/or IFRS accounting, as well as SEC reporting position papers for publicly traded and private companies, including private companies seeking public registration 
• You’ll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients’ needs through using the latest tools and methods 
• You will also be a mentor and provide performance development to teams as you oversee the successful completion of project work plans 
• You promote a positive team culture that fosters open communication among all engagement team members 
• You create development opportunities for others, including participating in the creation and rollout of technical accounting training, and ways for your team to improve our clients and communities 
• Implementation of accounting pronouncement transitions (e.g. lease accounting, revenue recognition, CECL etc.), reconciliation and restatements 
• Public company readiness efforts and SEC reporting requirements 
• Evaluating, summarizing, organizing, and interpreting data 
• Establishing and cultivating business relationships and a professional network, including with senior executives 

Accounting & Close Ownership 

• Own and manage the monthly, quarterly, and annual close process across all entities 
• Ensure timely, accurate, and complete financial statements prepared in accordance with GAAP 
• Review and approve journal entries, account reconciliations, and close support 
• Maintain a disciplined close calendar and enforce deadlines 

GAAP, Technical Accounting & Judgment 

• Serve as the primary authority on GAAP, accounting policy, and technical accounting matters 
• Research, document, and implement accounting treatment for complex transactions (M&A, equity, intercompany, leases, revenue) 
• Maintain accounting policies, procedures, and documentation 

Audit, Tax & External Relationships 

• Lead all external audits, reviews, and examinations 
• Act as the primary point of contact for external auditors and tax advisors 
• Manage audit planning, PBC requests, issue resolution, and final deliverables 
• Coordinate with tax advisors to ensure timely and accurate filings (income, sales/use, payroll, etc.) 

Internal Controls & Risk Management 

• Design, implement, and maintain effective internal controls 
• Identify financial and operational risks and implement mitigation strategies 
• Ensure compliance with internal policies and applicable regulatory requirements 

Systems & Process Governance 

• Own the accounting system of record (NetSuite) and related subledgers 
• Ensure system configuration supports GAAP compliance and scalable processes 
• Partner with FP&A and IT on data integrity, integrations, and process improvements 
• Drive continuous improvement in accounting workflows and efficiency 

Leadership & Team Development 

• Lead and develop the accounting team, setting clear expectations and accountability 
• Provide coaching, review work product, and support professional growth 
• Establish clear ownership across accounting roles to avoid duplication and gaps 

Partnership & Communication 

• Partner with the CFO on accounting implications of strategic initiatives 
• Collaborate with FP&A, Commissions, and Operations to ensure clean handoffs and data accuracy 
• Clearly communicate accounting outcomes, risks, and issues to leadership 

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.