Sr Manager, Financial Operations - Wealth

Key Responsibilities

Accounting Leadership & Oversight

• Provide managerial- and controller-level support across accounting and finance processes.
• Partner with accounting leadership on enhancing efficiencies of close processes, financial analysis, and controls using technology and process redesign
• Act as a trusted advisor to finance leadership on AI governance.

Systems, Automation & Data Integration

• Design and implement automation solutions to reduce manual effort and improve accuracy across accounting workflows.
• Implement and leverage AI Agent tools, including Microsoft Copilot, Claude, or similar tools to optimize daily financial operations.
• Build and maintain data integrations between accounting systems, sub-ledgers, reporting tools, and operational systems.
• Serve as a finance-side subject matter expert for accounting systems and related tools.
• Partner with internal teams and vendors during systems implementations, upgrades, and integrations.

Data Integrity, Reporting & Enablement

• Improve data integrity, reconciliation processes, and end-to-end data transparency.
• Support and enhance BI and reporting solutions used by Finance and leadership.
• Drive data cleanup initiatives and help standardize data definitions and flows.
• Help identify and apply practical AI and automation use cases within accounting and finance.

Qualifications & Experience

• Strong accounting background with experience at a manager, senior manager, or controller-adjacent level.
• Prior experience in public accounting, systems implementation, complex accounting environments, or Data Analytics functions.
• Experience with Broker Dealer or Wealth commissions systems and portfolio/ performance systems (e.g., Black Diamond)
• Recent coursework in or demonstrated aptitude with Agentic AI tool development
• Ability to translate accounting requirements into technical or system solutions.
• Comfortable operating at the intersection of Finance, Accounting, and Technology.

What Success Looks Like

• Accounting workflows are more automated, efficient, and less error-prone.
• Cleaner, more reliable data flowing between systems.
• Reduced manual reconciliations and operational friction.
• Finance leadership has better visibility, reporting, and confidence in data.
• AI and automation are thoughtfully integrated into real, practical accounting use cases.

Working Style & Expectations

• Primarily in-office, with flexibility for limited remote work.
• Willingness to travel periodically as needed.
• Comfortable working in evolving environments and helping define the future of accounting operations.
• Collaborative, pragmatic, and solutions-oriented mindset.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.