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Serve as the internal wholesaler and real estate product specialist to drive capital formation by educating internal wealth advisor teams. Translate complex investment strategies into compelling narratives and participate in client-facing meetings to increase allocation volume.
Requirements
Requires a bachelor's degree and 7-10 years of experience in financial services, wholesaling, or advisor distribution. Must possess a Series 65 license and have deep knowledge of private real estate and alternative investment fund structures.
Full job description
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
Your trusted alternative investment partner with 20+ years of real estate investing experience.
Industry
Commercial Real Estate
Company size
201-500 employees
Larson Capital Management was founded in 2014 to provide alternative investment opportunities to accredited investors. Our team currently manages over a dozen commercial assets across the United States. We’ve grown from $50 million in asset acquisitions in our early days to now over $6B in AUM as of Q1 2024. Our core focus is to inspire the confidence and loyalty of our investors by making equity investments, both on a direct basis and through joint ventures.
Our investors are forward-thinking. They are interested in diversifying their portfolios through non-traditional assets for long-term growth. Our model allows stakeholders to directly own well-managed real estate without taking on the risk of paying off a loan in the event of a default while leveraging the tax efficiencies of depreciation.
We have expertise in various properties, including commercial office space, industrial buildings, and multi-family housing.
Larson Capital Management, LLC is the managing member/general partner of a group of private equity funds affiliated with Larson Financial Group, LLC.
Offices: 14567 N Outer 40 Rd, Chesterfield, Missouri 63017, US
How much do Finance & Accounting jobs in Chesterfield, MO pay?
Based on 15 listings with disclosed salaries, most finance & accounting jobs in Chesterfield, MO pay between $50k–$158k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Chesterfield, MO right now?
There are currently 45 open finance & accounting positions in Chesterfield, MO listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Chesterfield, MO?
Companies currently hiring include Reinsurance Group of America, Incorporated, Larson Capital Management, Anders, Bunge, Marsh McLennan, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Chesterfield, MO?
Yes — 19 of the 45 open finance & accounting positions offer remote or hybrid work (6 remote, 13 hybrid).
How do I apply for Finance & Accounting jobs in Chesterfield, MO?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.