Job DetailsThis 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
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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.
