Job Description

At Larson Capital Management LLC we are seeking a Director of Business Development — Advisor Channel to serve as LCM’s dedicated internal wholesaler and real estate product specialist, embedded within the firm’s advisor distribution network. This is a proactive, high-visibility role responsible for driving capital formation by educating and enabling LCM’s internal wealth advisor teams to confidently position and recommend LCM’s investment offerings to their clients.

Unlike a traditional relationship management role, this position carries an active business development mandate. The Director is expected to sit alongside advisor teams in client-facing meetings, serve as the authoritative voice on LCM’s real estate strategies, and translate complex fund structures into clear, compelling narratives for advisors and their clients. Success in this role requires deep product knowledge, strong presence in advisor settings, and the ability to consistently convert advisor engagement into capital deployment.

Responsibilities:

Advisor Channel Development

• Act as LCM’s embedded product specialist within internal advisor teams, attending client meetings as the real estate subject matter expert.
• Drive capital formation by enabling advisors to confidently present and recommend LCM’s investment products.
• Build deep, trust-based relationships with advisors across LCM’s internal network to increase engagement, adoption, and allocation volume.
• Identify and pursue opportunities to deepen advisor utilization of LCM’s product lineup.

Product Education & Communication

• Translate complex real estate investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives.
• Develop and deliver educational content including investment strategy overviews, market updates, due diligence summaries, and risk considerations.
• Lead advisor training sessions, webinars, workshops, and in-person presentations on LCM products and strategies.
• Support advisor onboarding to new investment offerings and platforms.

Cross-Functional Collaboration

• Partner with investment, compliance, operations, IR, and marketing teams to ensure consistent and accurate messaging across all advisor-facing materials.
• Gather advisor feedback and communicate insights to LCM leadership to inform product development and distribution strategy.
• Coordinate advisor communications related to new offerings, performance updates, and strategic initiatives.
• Maintain organized records of advisor interactions, meetings, and pipeline activity in Salesforce CRM.
• Participate in periodic travel for advisor meetings, conferences, and company events.

Requirements

• Bachelor’s degree required; degree in Finance, Business, Economics, or related field preferred.
• 7–10 years of professional experience in financial services, investment management, wholesaling, or advisor distribution.
• Demonstrated track record in a wholesaling or internal distribution role, with measurable contribution to capital raise outcomes.
• Deep knowledge of private real estate, alternative investments, fund structures, and private placements.
• Proven ability to communicate complex investment concepts clearly and persuasively to advisor and client audiences.
• Experience sitting in client-facing or advisor-facing meetings in a product specialist or subject matter expert capacity.
• Proficiency with Salesforce CRM or equivalent platform.
• Willingness to travel regularly to support advisor relationships and business development activities.
• FINRA Series 7 license preferred.
• Series 65 license required.

Skills & Abilities

• Confident, credible presence in advisor and client meeting environments.
• Strong command of real estate investment fundamentals, fund mechanics, and capital markets.
• Excellent communication and presentation skills — able to simplify without oversimplifying.
• Proactive and commercially minded, with a genuine drive to generate capital outcomes.
• Strong organizational skills with the ability to manage multiple advisor relationships simultaneously.
• Collaborative team player who can also operate with autonomy and ownership.
• Proficiency with Microsoft Office suite; experience with CRM systems (Salesforce preferred).

Why This Role Matters

LCM’s internal advisor network represents a significant and underleveraged source of capital. This role exists to close the gap between what LCM’s investment team is building and what advisors are able to confidently recommend to their clients. By serving as the bridge between investment strategy and advisor execution, the Director of Business Development — Advisor Channel plays a direct and measurable role in driving AUM growth and expanding LCM’s capital formation platform.

About the Company

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.

Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

• Profit Sharing Bonus Program
• 401(k) with Employer Match (up to 4%)
• Comprehensive Medical, Dental, and Vision Insurance
• Company-paid Long-term Disability, Life Insurance, and EAP
• Voluntary Short-term Disability and Supplemental Insurance
• Generous PTO (112 hours after 90 days) + 12 Paid Holidays
• Training, Development, and Educational Opportunities
• Company Events, Recognition Awards, and Team Activities