Director, Alternative Investment Specialist

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.

• 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.

• 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.

• 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.

• 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,…