Sr Dir, Investment Operations & Data - ONSITE (Carmel, IN)

cnoinc; Carmel (IN); On-site; USD 158,000 - 237,000; Full time

Benefits offered by this job

Medical insurance

Performance-based bonus

401(k) retirement plan

Disability insurance

Paid time off

Parental leave

Life insurance

Mental & Financial Well-Being

Job summary

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

You will drive strategy, governance, and daily execution of trade processing, data integrity, and regulatory compliance, partnering with senior leadership to scale operations and ensure SOX control readiness. The role requires deep securities operations expertise, cross‑functional leadership, and the ability to deliver

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 full trade lifecycle across AIM, CAMRA and WSO platforms.
• Monitor data feeds, resolve breaks, and manage discrepancies.
• Provide end-to-end strategic leadership across the investment lifecycle.
• Own data validation frameworks to ensure accuracy and regulatory alignment.
• Identify and resolve data gaps while maintaining audit and accounting compliance.
• Oversee core investment systems (CAMRA, AIM, Precision LM, FundHub and WSO).
• 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.
• Provide investment documentation to assist NAIC ratings and regulatory compliance.
• Lead SOX control framework and audit readiness.
• Drive cross-functional issue resolution and process improvements.

Skills

Securities operations

Data governance

Trade lifecycle

Leadership

Regulatory compliance

Education

Bachelor's Degree in Business or Finance

Tools

Bloomberg

WSO

AIM

SS&C CAMRA

Precision LM

Job description

Job Details

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.

Core responsibilities and deliverables:

• 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, escalation, 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 weakness.
• Lead cross‑functional issue resolution and drive continuous process improvement initiatives.

What you need (Minimum 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.

What will set you apart (Preferred experience):

• 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).

CNO Financial Group offers the following benefits for this position, subject to applicable eligibility requirements:

• 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

Compensation

Pay Range: $157,800.00 - $236,800.00 Annual

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is also eligible for CNO's performance-based annual bonus program.

This role is affiliated to the Carmel, IN corporate office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabi