Seven to ten years of professional experience in financial services, investment management, wholesaling, or advisor distribution is required.
Deep knowledge of private real estate investment strategies, fund structures, and capital markets fundamentals is required.
The candidate must communicate complex investment concepts clearly and persuasively to advisor and client audiences.
Experience in a product specialist, subject matter expert, or advisor-facing capacity, including participation in client or advisor meetings as the investment expert, is required.
Proficiency with Salesforce customer relationship management or an equivalent platform is required.
Willingness to travel periodically to support advisor relationships and client meetings is required.
The candidate must demonstrate a confident, credible presence in advisor and client meeting environments.
Strong command of alternative investment fundamentals across asset classes, particularly private real estate, is required.
Strong communication and presentation skills are required to simplify complex concepts without losing substance.
Strong organizational skills are required to manage multiple advisor relationships and competing priorities simultaneously.
Proficiency with the Microsoft Office suite is required.
Responsibilities
Serve as the embedded alternative investment subject matter expert within the internal advisor network and attend client-facing meetings as the product specialist.
Enable advisors to position and recommend investment offerings through product knowledge, responsive support, and ongoing education.
Develop relationships with advisors to increase product engagement, adoption, and allocation volume.
Identify opportunities to deepen advisor utilization of the full product lineup as new strategies come to market.
Gather and synthesize advisor feedback to inform product development, messaging strategy, and distribution priorities.
Translate complex alternative investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives.
Develop and deliver investment strategy overviews, market updates, due diligence summaries, and risk considerations for advisor and client audiences.
Lead advisor training sessions, webinars, workshops, and in-person presentations on products, fund mechanics, and alternative investment concepts.
Support advisor onboarding to new investment offerings and platforms as the product suite expands.
Stay current on private real estate, hedge funds, private equity, and venture capital developments to provide timely and accurate market context.
Partner with investment, investor relations, compliance, operations, and marketing teams to ensure consistent, accurate, and compliant advisor-facing messaging.
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 customer relationship management.
Represent the company at advisor meetings and company events.
Desired Qualifications
A degree in Finance, Business, Economics, or a related field is preferred.
Prior experience with hedge funds, private equity, or venture capital is strongly preferred.
A Chartered Alternative Investment Analyst designation or active pursuit of the Chartered Alternative Investment Analyst or Chartered Financial Analyst designation is preferred.
Experience at a private fund manager, alternative investment firm, or registered investment adviser serving high-net-worth or institutional clients is preferred.
Familiarity with Opportunity Zone funds, 1031 exchanges, or other tax-advantaged private placement structures is preferred.
Experience with advisor onboarding and investment platform integrations is preferred.
Salesforce customer relationship management experience is preferred.
Description
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.
Requirements
Required
• Bachelor's degree required; degree in Finance, Business, Economics, or a related field preferred.
• 7–10 years of professional experience in financial services, investment management, wholesaling, or advisor distribution.
• Deep knowledge of private real estate investment strategies, fund structures, and capital markets fundamentals — this is the core foundation of the role.
• Demonstrated ability to communicate complex investment concepts clearly and persuasively to advisor and client audiences.
• Experience in a product specialist, subject matter expert, or advisor-facing capacity — sitting in client or advisor meetings as the investment expert.
• Proficiency with Salesforce CRM or equivalent platform.
• Willingness to travel periodically to support advisor relationships and client meetings.
Preferred
• CAIA designation or active pursuit of CAIA or CFA.
• Experience at a private fund manager, alternative investment firm, or RIA serving HNW or institutional clients.
• Familiarity with Opportunity Zone funds, 1031 exchanges, or other tax-advantaged private placement structures.
• Experience with advisor onboarding and investment platform integrations.
Skills & Abilities
• Confident, credible presence in advisor and client meeting environments — able to command a room without overshadowing the advisor relationship.
• Strong command of alternative investment fundamentals across asset classes, with particular depth in private real estate.
• Excellent communication and presentation skills — able to simplify complex concepts without losing substance.
• Proactive and commercially minded, with a genuine orientation toward driving capital outcomes through advisor success.
• Collaborative by nature, with the ability to operate with autonomy and ownership in a fast-paced, entrepreneurial environment.
• Strong organizational skills with the ability to manage multiple advisor relationships and competing priorities simultaneously.
• Proficiency with Microsoft Office suite; Salesforce CRM experience preferred.
Why This Role Matters
LCM's internal advisor network represents one of the firm's most significant and strategically important sources of capital. This role exists to close the gap between what LCM's investment team is building and what advisors are equipped to confidently bring to their clients. As LCM expands its alternatives platform beyond private real estate into hedge funds, private equity, and venture capital, the Director, Alternative Investment Specialist will play an increasingly central role in translating that growth into advisor confidence and capital deployment. This is a high-impact, high-visibility position with direct line of sight to AUM growth and a clear path to expanded responsibility as the platform scales.
About Larson Capital Management
Larson Capital Management is a private real estate investment firm rapidly expanding its investment holdings throughout the country. Larson Capital Management is a Registered Investment Advisor with the SEC and is part of the Larson Financial Holdings group of companies, which collectively has over $6 billion of assets under management for clients across the country.
At LCM, we strive for excellence and value both initiative and collaboration. Our team enjoys a degree of autonomy in their work while contributing to a dynamic and fast-paced environment. We're looking for individuals who are curious, proactive, and eager to grow alongside the company. Those who join our team seek a challenging and often changing environment where they can continue to build upon skills and bring new value, ideas, and best practices to the entire organization.
Larson Capital Management offers a comprehensive suite of benefits including employer-paid health insurance for each employee, dental and vision insurance offerings, and a generous 401(k) matching program.