Platform Analyst - Cash Management Principal, Broker/Dealer REMOTE from any US based location

Job Details

CNO Financial Group, Inc. (NYSE: CNO) is a leading insurance and financial services company focused on securing the future of middle‑income America. Through brands such as Bankers Life, Colonial Penn, and Washington National, CNO delivers life and health insurance, annuities, financial services, and workforce benefits to more than 3.3 million policyholders, supported by $38.3 billion in total assets.

With a strong financial foundation, national presence, and a culture rooted in integrity, excellence, and people‑first values, CNO offers meaningful opportunities for professional growth and impact across its U.S. locations, including its headquarters in Carmel, Indiana.

This position is not eligible for visa sponsorship.

CNO Financial Group is seeking a Platform Analyst – Cash Management Principal for its Broker/Dealer division. This position is responsible for end-of-end ownership and daily operations of the firm’s Premier Reserve offering, which includes hands-on product management, operational duties, subject matter expertise, and field support. The Platform Analyst will provide oversight, monitoring, and supervision of complex cash, position, and brokerage account scenarios related to clients’ fee-based relationships with the firm. Responsibilities also cover account funding, ongoing maintenance, and the development and execution of strategies within the Premier Reserve account to support the firm’s fee-based business.

Core responsibilities and deliverables:

• Account opening, funding, maintenance and servicing support for fee-based account transition and implementation.
• Asset movement – cash/liquidity transactions, transfers and position movements.
• Protected cash and position processing and maintenance.
• Client-directed transaction support including operational exceptions and problem resolution.
• Coordination of guaranteed solution transactions.
• Reconciliation and exception reporting.
• Develop repeatable processes and procedures and as volumes grow, identify opportunities for automation.
• Strong operational and problem-solving skills with ability to research and resolve.
• Strong written and verbal communication skills.
• Ability to translate complex product, operational, and resolutory concepts into clear, practical guidance for FAs.
• Ability to manage relationships and resolve issues.
• Extensive knowledge of the financial services industry with an emphasis on money movement.
• Ability to manage workflows through reporting and monitoring.
  

What you need:

• High School diploma/GED required.
• Series 24 Principal License, Series 7 & 66 or equivalent.
• 5 years of broker/dealer experience.
• 3 years of Registered Investment Advisor (RIA) experience.

What will set you apart:

• Bachelor’s degree or 8 years of equivalent financial services experience preferred.
• Series 24 Principal License, Series 7 & 66 or equivalent, additional licenses/designations.
• 5 years of broker/dealer experience.
• 3 years of Registered Investment Advisor (RIA) experience.
  

CNO Financial Group offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical, Dental, and Vision insurance
• Performance-based bonus or sales incentive
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time off and 10 corporate holidays
• Paid parental leave
• Company-paid life insurance
• Mental & Financial Well-Being Resources

Click on this link for additional information.

CNO supports a flexible work environment and encourages Associates to work where they are most productive. This position may work fully remotely from any US-based location, provided they are able to work Central or Eastern Time hours. All work must be performed within the United States, and occasional travel to corporate offices may be required.

Associates living within 60 miles of a corporate office (Carmel, IN; or Chicago, IL) have access to work from that location as needed.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.