Director of Investments at Intrua Financial, LLC

Job Description:

Latest job information from Intrua Financial, LLC for the position of Director of Investments. If the Director of Investments vacancy in Houston matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Intrua Financial, LLC for the position of Director of Investments below matches your qualifications.

Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute.

Oversight & Leadership

• Direct oversight of all trading functions and investment operations.
• Build, guide, and manage the investment research team.
• Lead the billing and audit functions, ensuring accuracy, compliance, and efficiency.
• Ensure operational best practices across all affiliated RIAs.

Investment Management

• Supervise and optimize the options overlay program.
• Supervise the equity SMA program
• Oversee asset allocation strategies across client portfolios.
• Provide strategic input on portfolio construction, risk management, and performance monitoring.
• Manage held-away assets integration and oversight.

Communication & Representation

• Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way.
• Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning.
• Collaborate with marketing to produce investment-related materials for client and advisor use.

Team & Platform Development

• Manage, mentor, and grow the trading and research teams.
• Partner with leadership to expand and refine unique, proprietary investment programs.
• Drive innovation in internal systems, reporting, and investment solutions.

• Previous leadership experience managing an investment platform at a mid-sized RIA.
• Direct experience working with independent advisors.
• Strong track record managing asset allocation strategies and investment operations.
• Proven people management experience with ability to build and inspire teams.
• Hands-on experience with:
  • Orion, Black Diamond, or similar portfolio management systems
  • Schwab or similar custodial platforms
  • Microsoft Excel (advanced proficiency)
• Familiarity with Bloomberg or FactSet (not required but highly advantageous).
• Demonstrated ability to balance strategic vision with operational execution.

Ideal Candidate Profile

• An entrepreneurial, growth-minded leader with strong drive and initiative.
• Comfortable navigating complexity while keeping execution crisp and disciplined.
• Adept at both high-level strategy and hands-on problem-solving.
• Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.
• Brings a proven history of scaling investment programs and building operational excellence.

Why Join Us?

This is an opportunity to step into a leadership role at a fast-growing RIA platform where your expertise and vision will directly shape the firm’s trajectory. You’ll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.

Larson offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• ER PD Telehealth
• Dental Insurance
• Vision Insurance
• ER PD Life, Disability & EAP Insurance
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

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Job Info:

• Company: Intrua Financial, LLC
• Position: Director of Investments
• Work Location: Houston
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Director of Investments at the office Houston above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.