Investment Operations & Data Strategy Leader

Washington National Insurance Company; Carmel (IN); On-site; USD 158,000 - 237,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Performance-based bonus or sales-inse

401(k) retirement plan with company

Disability insurance

Paid time off and 10 corporateholidays

Paid parental leave

Company-paid life insurance

Mental & Financial Well-Beingresources

Job summary

CNO Financial Group’s 40|86 Advisors in Carmel, IN is seeking a Sr. Director, Investment Operations and Data to lead the end-to-end investment operating model across asset classes.

Responsibilities include trade processing, data governance, third-party manager integration, mortgage servicing, and regulatory compliance. Location in Carmel, IN with some travel to other offices; visa sponsorship not available.

Qualifications

• 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.

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, elevate, 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.

Skills

Securities operations

Data governance

Stakeholder collaboration

SOX controls

Education

Bachelor’s Degree in Business, Finance, or related field

Tools

Bloomberg/WSO/AIM

SS&C CAMRA

Precision LM

FundHub

G Treasury

Northern Trust

Job description

CNO Financial Group’s 40|86 Advisors in Carmel, IN is seeking a Sr. Director, Investment Operations and Data to lead the end-to-end investment operating model across asset classes.

Responsibilities include trade processing, data governance, third-party manager integration, mortgage servicing, and regulatory compliance. Location in Carmel, IN with some travel to other offices; visa sponsorship not available.