Platform Analyst – Cash Management, Broker/Dealer

CNO Financial Group

. Own and operate the firm’s Premier Reserve offering end-to-end .

Posted 10/30/2026full-timeRemote • Illinois • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in product management and operational oversight within financial services, with a focus on managing complex cash and brokerage account scenarios. Proficient in developing processes, problem resolution, and client relationship management.

Highest-signal resume keywords

Product ManagementBroker/Dealer ExperienceRegistered Investment Advisor (RIA) ExperienceSeries 24 Principal LicenseCash/Liquidity Transactions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational DutiesAccount FundingReconciliationException ReportingProcess AutomationTransaction ProcessingPosition ManagementClient SupportStrategy DevelopmentFinancial Services Experience

Soft Skills

Problem ResolutionRelationship ManagementCommunication

Certifications & Qualifications

Series 24 Principal LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Premier ReserveFee-Based AccountsBrokerage AccountsFinancial AdvisorsOperational Exceptions

About the role

Key responsibilities & impact

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

What you’ll 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
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

Comp & perks

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