About this role
Sr Manager, Financial Operations - Wealth at Integritymarketing. Location: Dallas, Texas, United States. Role: Lead accounting, Automate workflows, Drive data integrity Requirements: Strong accounting leadership; experience in public accounting, systems implementations, data analytics; knowledge of broker/dealer or wealth systems; AI tooling aptitude. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Copilot, Claude, AI tooling, Broker Dealer systems, Wealth/portfolio systems, Data integration tools Commitment: Full Time Workplace: Hybrid Languages: English