Integrity Marketing Group

Sr Manager, Financial Operations - Wealth

Integrity Marketing Group • $100K — $130K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Strong accounting background at manager, senior manager, or controller level.
  • Experience in public accounting, systems implementation, or complex accounting environments.
  • Familiarity with Broker Dealer or Wealth commissions systems (e.g., Black Diamond).
  • Recent coursework or experience in Agentic AI tool development.
  • Ability to convert accounting requirements into technical solutions.
  • Comfortable in the intersection of Finance, Accounting, and Technology.

Responsibilities

  • Provide managerial support across accounting and finance processes.
  • Partner with leadership to enhance efficiencies in close processes and controls through technology.
  • Act as a trusted advisor on AI governance for finance leadership.
  • Design and implement automation solutions to improve accuracy in workflows.
  • Leverage AI tools like Microsoft Copilot to optimize financial operations.
  • Maintain data integrations between accounting systems and reporting tools.
  • Support in improving data integrity and reconciliation processes.

Benefits

  • Flexibility for limited remote work.
  • Periodic travel opportunities as needed.
  • Collaborative and evolving work environment.
  • Opportunity to help define the future of accounting operations.
Full Job Description

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 Marketing Group

Integrity Marketing Group is the nation?s leading independent distributor of life and health insurance products focused on serving the Senior Market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have a significant presence in the Senior Market. Integrity?s platform provides a highly scalable and efficient distribution model that enables its insurance carrier partners to reach the Senior Market through its distribution network. Integrity has over 5,000 employees located in offices across the country.
Learn more about Integrity Marketing Group
Size
5,000 employees
Industry
Finance & Insurance
Net Income
$50 million
Founded
2006
5 Year Trend
+50%
Revenue
$1 billion
NASDAQ
IM
* Ladders Estimates

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