Sr Manager, Financial Operations Wealth

• 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.

• 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.

• 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.

• 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.

• 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.

• 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 nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.