Advisor Group

Integration Manager

Advisor Group$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree in Accounting, Finance, Business, or related field required; High School Diploma or equivalent (GED) also required.
  • 5+ years in finance, accounting, project management, or integration-related roles.
  • Experience leading cross-functional projects or business integrations.
  • Strong understanding of financial systems and process flows.
  • Excellent communication, stakeholder management, and organizational skills.

Responsibilities

  • Lead cross-functional integration planning and execution across multiple business units.
  • Manage integration timelines, deliverables, risks, and communication effectively.
  • Assess processes and design optimized future-state workflows.
  • Coordinate financial system migrations and ERP integrations.
  • Collaborate with leadership on policies, controls, and reporting alignment.
  • Provide updates, dashboards, and executive reporting metrics.
  • Identify gaps and develop strategies to ensure smooth cutover activities.

Benefits

  • Health, vision, and dental insurance.
  • 401k plan.
  • Paid time off, including volunteer days.
  • Annual bonuses and competitive compensation package.
Full Job Description

Corporate FinanceOpportunity in Financial Services

Integrations Manager

Location(s):

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:      Full-time

Salary: $100,000– $120,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: .

Summary:

The Integration Manager oversees and executes financial, operational, and system integrations resulting from mergers, acquisitions, and strategic initiatives. This role serves as the primary project lead for integrating processes, data, technology, and reporting across acquired entities or newly implemented platforms. The Integration Manager ensures a seamless transition, stakeholder alignment, and minimal disruption to day‑to‑day operations.

Education Requirements:

  • Bachelor’s Degree from accredited university in Accounting, Finance, Business, or related field, High School Diploma or equivalent (GED) is required. 

Responsibilities:

  • Lead cross-functional integration planning and execution across finance, accounting, operations, HR, IT, and business units.

  • Manage integration timelines, deliverables, risks, and communications.

  • Assess current-state processes and design efficient future-state workflows aligned with company standards.

  • Coordinate financial system migrations, data mapping, chart-of-accounts alignment, and ERP integrations.

  • Partner with Accounting and Finance leadership on policies, controls, and reporting harmonization.

  • Provide project updates, dashboards, and executive-level reporting.

  • Identify gaps, develop mitigation strategies, and ensure readiness for cutover activities.

  • Support cultural and operational onboarding for acquired teams.

  • Oversee post-integration stabilization and continuous improvement initiatives.

  • Ensure compliance with internal controls, audit requirements, and regulatory standards.

  • All other duties as assigned

Basic Requirements:

  • 5+ years in finance, accounting, project management, or integration-related roles.

  • Experience leading cross-functional projects or business integrations.

  • Strong understanding of financial systems and process flows.

  • Excellent communication, stakeholder management, and organizational skills.

Preferred Requirements:

  • Experience with M&A integration, finance transformation, or ERP implementations.

  • PMP, CPA, or similar certifications.

  • Experience in financial services or multi-entity organizations.

About Advisor Group

Advisor Group is one of the largest networks of independent wealth management firms in the United States. The company provides a range of services to financial advisors, including technology, investment management, compliance, and marketing support. Advisor Group was founded in 2016 and is headquartered in Phoenix, Arizona. The company has more than 7,000 employees and serves over 11,000 financial advisors across the country.
Learn more about Advisor Group
Size
7,000 employees
Industry

Similar Jobs

More Jobs at Advisor Group

  • Advisor Group
    VP, Sales Enablement
    $184K — $237K *
    Scottsdale, AZ 85254 (Maricopa County)
    Finance & Insurance
    In-Person
  • Advisor Group
    Accounting Manager
    $115K — $130K *
    La Vista, NE 68128 (Sarpy County)
    Legal & Accounting
    In-Person
  • Advisor Group
    Senior Network Security Engineer
    $130K — $155K *
    Scottsdale, AZ 85254 (Maricopa County)
    Information Technology
    In-Person
  • Advisor Group
    Accounting Manager
    $115K — $130K *
    Scottsdale, AZ 85254 (Maricopa County)
    Legal & Accounting
    In-Person
  • Advisor Group
    IAM Engineer II
    $120K — $156K *
    Scottsdale, AZ 85254 (Maricopa County)
    Information Technology
    In-Person

More Finance & Insurance Jobs

Find similar Integration Manager jobs: