Sr Director, Investment Operations and Data - HYBRID Carmel, IN
About The Position
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’s 40|86 Advisors is hiring a Sr. Director, Investment Operations and Data who is responsible for leading, governing, and continuously improving the firm’s end-to-end investment operating model across public and private asset classes. This role owns both the strategic direction and day-to-day execution of investment operations, ensuring that all portfolio activity is processed accurately, timely, and with fully supportable data and documentation. This role is accountable for trade processing, data governance, third-party manager integration, mortgage servicing, and operational control frameworks, ensuring that all activities meet internal performance standards, accounting requirements, and regulatory obligations.
Requirements
- Bachelor’s Degree in Business, Finance, or related field, or equivalent experience.
- Minimum of 12 years related experience.
- Securities operations expertise across all bonds and asset classes.
- Ability to work in a fast-paced environment and drive results.
Nice To Haves
- Strong collaborator; strategic leadership and strong development mindset.
- Data governance and risk management background.
- Exposure to trade lifecycle and settlement.
- Deep securities operations expertise across bonds, structured products, CRE/CTL, RMBS, equity, and derivatives; trade lifecycle and settlement; SSAP 26R/PBBD; SOX controls
- Strong systems skills (Bloomberg/WSO/AIM, SS&C CAMRA, Precision LM, FundHub, G Treasury, Northern Trust).
Responsibilities
- Oversee the full trade lifecycle (capture through settlement and reconciliation) across AIM, CAMRA and WSO and related platforms.
- Monitor data feeds, resolve breaks, and manage discrepancies to ensure accurate processing.
- Provide end-to-end strategic leadership across the investment lifecycle, ensuring scalability for growth and new strategies.
- Own data validation frameworks to ensure accuracy, completeness, and regulatory alignment.
- Identify, escalate, and resolve data gaps while maintaining audit and accounting compliance.
- Oversee core investment systems (CAMRA, AIM, Precision LM, FundHub and WSO) and ensure seamless integration.
- Maintain data integrity, governance standards, and system reliability.
- Oversee transaction processing, funding authorizations, and control compliance across custodians and platforms.
- Oversee collateral management and asset transfers to ensure accuracy and timeliness.
- Provide necessary investment documentation to assist CNO Accounting in obtaining NAIC ratings to ensure regulatory compliance
- Own the control framework, documentation, and audit readiness, ensuring full SOX compliance with no material weaknesses.
- Lead cross-functional issue resolution and drive continuous process improvement initiatives.
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
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What This Job Offers
Job Type
Full-time
Career Level
Director
