Director, Business Development — Advisor Channel

Responsibilities

• 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.
• 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.
• 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).

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.