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Larson Financial Holdings

Director of Business Development - RIA Distribution

Full-Time
No salary listed
Senior
Bachelor's
Chesterfield, MO, USA
In Person

About the job

Requirements
  • A bachelor's degree is required.
  • Seven to ten years of external-facing capital raising or RIA distribution experience is required, with a demonstrated track record of closing new allocator relationships.
  • An existing network of RIA relationships is required, with the ability to activate it quickly upon joining.
  • Deep understanding of how independent RIAs evaluate, approve, and allocate to alternative investments, including private real estate, is required.
  • Strong knowledge of private real estate fund structures, alternative investment vehicles, and private placements is required.
  • Proficiency with Salesforce Customer Relationship Management or an equivalent platform is required.
  • Willingness and ability to travel extensively in support of RIA relationship development is required.
  • The role requires prospecting, pipeline development, closing ability, polished communication with sophisticated allocators, command of private real estate fundamentals and fund mechanics, presentation skills, commercial accountability, self-direction, and disciplined territory management.
  • Proficiency with the Microsoft Office suite and experience with customer relationship management systems are required.
Responsibilities
  • Prospect, cultivate, and close relationships with independent registered investment advisors, targeting advisors whose client bases suit private real estate allocations.
  • Build the firm's RIA distribution channel from the ground up, establish a pipeline of active relationships, and convert relationships to capital commitments.
  • Maintain and grow a geographic territory of RIA relationships, with accountability for assets under management raised and pipeline growth metrics.
  • Represent the firm at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand distribution reach.
  • Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators.
  • Communicate fund strategies, structures, performance drivers, and risk considerations clearly in external advisor settings.
  • Tailor messaging to the needs and investment frameworks of independent RIAs and their end clients.
  • Deliver presentations, due diligence materials, and one-on-one conversations that move advisors through evaluation and commitment.
  • Stay current on private real estate market trends, the competitive landscape, and RIA industry dynamics to position the firm against alternatives.
  • Partner with the Director of Business Development for the Advisor Channel, investor relations, 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 and Communications on RIA-facing collateral, pitch materials, and digital presence.
  • Maintain accurate records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce Customer Relationship Management.
  • Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate.
Desired Qualifications
  • A degree in Finance, Business, Economics, or a related field is preferred.
  • Experience navigating RIA custodian platforms, due diligence processes, and aggregator relationships is preferred.
  • A FINRA Series 7 license is preferred.
  • A Series 65 license is preferred.

About the company

L

Larson Financial Holdings

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