[Hiring] Platform Analyst - Cash Management Principal @CNO Financial Group, Inc.

Role Description

CNO Financial Group is seeking a Platform Analyst – Cash Management Principal for its Broker/Dealer division. This position is responsible for end-to-end ownership and daily operations of the firm’s Premier Reserve offering, which includes:

• Hands-on product management
• Operational duties
• Subject matter expertise
• 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 include:

• 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 identify opportunities for automation as volumes grow
• Strong operational and problem-solving skills with the ability to research and resolve issues
• 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

Qualifications

• 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

Requirements

• 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

Benefits

• 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