Description:
Larson Financial is seeking a seasoned and highly organized Director of Investment Operations to lead and oversee our Investment Operations, Billing, and Audit teams. This role is vital to driving operational efficiency, ensuring top-tier service standards, and executing on the strategic vision set forth by our Chief Investment Officer.
As the Director, you will manage a team of 10-12 professionals responsible for portfolio administration, client billing, and internal audit functions. You will serve as the operational right hand to the CIO, ensuring strategic initiatives are implemented with precision and high accountability. The ideal candidate thrives in a leadership role, brings hands-on experience with investment reporting platforms (preferably Orion), and is motivated to build scalable processes in a fast-paced, high-expectation environment.
Requirements:
Key Responsibilities
Leadership & Team Management
- Oversee and mentor a cross-functional team of 10-12 professionals across investment operations, billing, and audit.
- Provide clear direction, accountability, and performance expectations across the team.
- Cultivate a service-oriented culture focused on responsiveness, accuracy, and excellence.
- Conduct regular 1:1s, team meetings, and ongoing performance reviews.
Operational Oversight
- Own daily operations of portfolio administration, reconciliation, trade settlement, cash flow processing, and custodial coordination.
- Ensure all investment data and client reporting is accurate and timely.
- Act as the escalation point for operational issues and cross-functional coordination.
- Monitor and refine workflows to improve efficiency and reduce error rates.
Technology & Reporting Systems
- Serve as the internal expert and decision-maker for our third-party portfolio reporting platform (strong preference for Orion experience).
- Lead implementation, integration, and optimization of technology solutions in coordination with our investment, trading, and client service teams.
Strategic Execution
- Translate the CIO's strategic initiatives into actionable operational projects.
- Implement controls and processes that ensure high service standards are maintained without direct CIO oversight.
- Provide ongoing project management and reporting on key initiatives to leadership.
Billing & Audit Oversight
- Oversee the client billing process, including fee schedule management, billing reconciliations, and data accuracy.
- Supervise the internal audit function ensuring timely reviews, compliance, and error resolution.
Required Experience & Skills
- 7+ years of progressive experience in investment operations or RIA back-office leadership.
- 3+ years managing a team with direct reports; proven track record of building and developing high-performing teams.
- Extensive hands-on experience with Orion Advisor Tech or similar platforms (e.g., Black Diamond, Tamarac).
- Deep knowledge of custodial platforms, billing workflows, reconciliation, and operational risk controls.
- Strong project management skills; able to move projects forward with limited oversight.
- Excellent communicator and critical thinker; comfortable translating strategic goals into operational systems.
Preferred Attributes
- Experience in a high-growth RIA or multi-division financial services firm.
- Process-oriented and systems-focused mindset, with a desire to scale operations.
- Based in or willing to relocate to the St. Louis area.
- Highly detail-oriented but capable of managing big-picture priorities.
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