Platform Analyst – Cash Management, Broker/Dealer

Job not on LinkedIn

🔥 13 hours ago

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🔴 Lead

🧐 Analyst

👻 Ghost score 10%

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CNO Financial Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1979

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

CNO Financial Group is a financial services company primarily focused on insurance solutions for individuals and businesses. The company emphasizes helping communities and people by providing essential financial products such as life insurance, annuities, and health insurance through its subsidiaries like Bankers Life and Colonial Penn Life Insurance Company. CNO Financial positions itself as a company that values customer experience, corporate responsibility, and sustainability. It is also committed to creating a supportive and diverse work environment for its employees, offering numerous career growth opportunities and work-life balance. The company operates nationwide, with a significant presence in life and health insurance markets.

📋 Description

• Own and operate the firm’s Premier Reserve offering end-to-end • Provide hands-on product management, operational duties, subject matter expertise, and field support • Oversee, monitor, and supervise complex cash, position, and brokerage account scenarios • Support account funding, ongoing maintenance, and strategy development and execution within Premier Reserve • Open, fund, maintain, and service fee-based accounts during transition and implementation • Process cash/liquidity transactions, transfers, and position movements • Process and maintain protected cash and positions • Support client-directed transactions, operational exceptions, and problem resolution • Coordinate guaranteed solution transactions • Perform reconciliation and exception reporting • Develop repeatable processes and procedures and identify automation opportunities • Research and resolve operational problems • Translate complex product and operational concepts into practical guidance for financial advisors • Manage relationships, workflows, reporting, and monitoring

🎯 Requirements

• 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 • Bachelor’s degree or 8 years of equivalent financial services experience preferred • Additional licenses/designations preferred • Ability to work Central or Eastern Time hours • This position is not eligible for visa sponsorship • All work must be performed within the United States

🏖️ 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 • Flexible work environment • Occasional travel to corporate offices may be required

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