Corporate Finance Opportunity 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: https://careers.osaic.com/Creative/Benefits.
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.
Skills 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.
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
