Director, Business Development — RIA Distribution
Responsibilities
- RIA Channel Development
- Possess an existing network of RIA relationships to activate quickly upon joining LCM.
- Prospect, cultivate, and close relationships with independent RIAs, targeting advisors with client bases well-suited to private real estate allocations.
- Build LCM’s RIA distribution channel from the ground up, establishing a pipeline of active relationships and converting them to capital commitments.
- Maintain and grow a geographic territory of RIA relationships, with accountability for AUM raised and pipeline growth metrics.
- Represent LCM at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand the firm’s distribution reach.
- Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators.
- Product Communication & Education
- Serve as a knowledgeable and credible voice for LCM’s investment platform in external advisor settings, communicating fund strategies, structures, performance drivers, and risk considerations clearly.
- Tailor messaging to the specific needs and investment frameworks of independent RIAs and their end clients.
- Deliver compelling presentations, due diligence materials, and one-on-one conversations that move advisors through the evaluation and commitment process.
- Stay current on private real estate market trends, competitive landscape, and RIA industry dynamics to position LCM effectively against alternatives.
- Cross-Functional Collaboration
- Partner with the Director of BD — Advisor Channel, IR, marketing, and investment teams to ensure consistent messaging and coordinated distribution strategy.
- Provide market feedback from RIA conversations to inform product development, fund structuring, and communication priorities.
- Coordinate with the Director of Marketing & Communications on RIA-facing collateral, pitch materials, and digital presence.
- Maintain accurate and organized records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce CRM.
- Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate.
- Bachelor’s degree required; degree in Finance, Business, Economics, or related field preferred.
- 7–10 years of external-facing capital raising or RIA distribution experience, with a demonstrated track record of closing new allocator relationships.
- Existing network of RIA relationships with the ability to activate quickly upon joining LCM.
- Deep understanding of how independent RIAs evaluate, approve, and allocate to alternative investments, including private real estate.
- Strong knowledge of private real estate fund structures, alternative investment vehicles, and private placements.
- Experience navigating RIA custodian platforms, due diligence processes, and aggregator relationships preferred.
- Proficiency with Salesforce CRM or equivalent platform.
- Willingness and ability to travel extensively in support of RIA relationship development.
- FINRA Series 7 license preferred.
- Series 65 license preferred.
- Genuine hunter mentality — energized by prospecting, pipeline development, and closing.
- Credible, polished presence with sophisticated allocators and investment professionals.
- Strong command of private real estate fundamentals, fund mechanics, and alternative investment positioning.
- Excellent communication and presentation skills, with the ability to tailor messaging to diverse advisor audiences.
- Commercially minded and results-driven, with clear accountability for capital raise outcomes.
- Self-directed and disciplined in managing a travel-heavy, geographically distributed territory.
- Collaborative team player who can operate with autonomy and bring market intelligence back to the firm.
- Proficiency with Microsoft Office suite; experience with CRM systems (Salesforce preferred).
- 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
Requirements
Skills & Abilities
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.
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: