IntraFi

Security Engineer

• As the IT Security Engineer, you will work collaboratively with the IT Security team that is responsible for maintaining the security and integrity of data. Your primary role will be defining and implementing overall security strategy, policies, and procedures.
• Enhancing security posture by providing actionable advice and guidance to protect assets.
• Reducing vulnerabilities through comprehensive security assessments, risk analysis, and testing.
• Mitigating risks by collaborating on innovative solutions to strengthen system defenses.
• Proactively addressing potential threats by reviewing critical access audit logs and reporting anomalies.
• Driving successful outcomes in security initiatives by leading projects, defining requirements, planning tasks, conducting research, testing, implementing solutions, and managing ongoing efforts.
• Building client trust by efficiently responding to due diligence requests and addressing security concerns.
• Safeguarding operations by investigating suspicious activity and unknown visitor reports promptly.
• Ensuring continuous protection by remaining available during off-hours, weekends, and holidays to respond to alerts from Managed Security Service Providers (MSSP).

IT Security Engineer

Business Analyst

• Your primary role will be to manage the analysis of, and oversee the facilitation required to develop, new services and products, as well as meeting the diverse needs of a growing network of customers.
• Working with both the development and operations teams, you will help define the tools and strategies used by IT to foster a culture that embraces automation and DevOps processes.
• Acting as a liaison between business stakeholders and the Enterprise Application team to accomplish stakeholder initiatives.
• Multitasking in a fast-paced environment performing a variety of tasks from addressing production issues to designing new application/platform enhancements.
• Supporting the Enterprise Applications team in the maintenance and enhancement of enterprise platforms, such as Salesforce and Microsoft SharePoint 365.
• Leveraging commercial or custom software to develop solutions that improve our internal business processes.
• Taking responsibility for the overall application development lifecycle, including ensuring that project deliverables meet or exceed IntraFi’s policies, procedures, and standards.
• Collaborating with team leadership to ensure high-quality software is developed and maintained in an efficient manner.
• Working with top talent in a fast-paced, entrepreneurial environment where automation and technical craftsmanship are a top priority.
• Partnering with and supporting IntraFi’s Operations, Security, and Corporate IT teams to ensure that overall strategic goals are achieved, and a highly collaborative culture of continuous improvement is constantly demonstrated.
• Independently completing functional analysis of new features; documenting functional and system requirements; and producing supporting artifacts, including user stories and acceptance criteria, story maps, data flows, process flows, etc.
• Solving complex business challenges by leveraging existing platform functionality or developing custom solutions, when necessary.
• Ushering feature development from inception to release, continually engaging in the development process through answering questions, providing detail, addressing changes to requirements, and facilitating dialog with stakeholders when issues and challenges are encountered to ensure the end product is delivered as specified.
• Executing incoming support requests in a timely manner.

Product Manager

• You will work at the intersection between business, technology, and the customer to deliver profitable and usable products that customers love.
• Managing a portfolio of products and services.
• Collaborating with a core team of product stakeholders to evaluate opportunities for new and existing products.
• Developing ideas from customers, market research, and internal sources to drive product development and growth.
• Serving as the product owner during product updates and releases, conveying vision, prioritizing functionality, and release plans, and reviewing functionality prior to release.
• Partnering with IT to have a balanced backlog of business and technical initiatives.
• Facilitating meetings, workshops, and discussions to create balance between user wants, client needs, technical level of effort, and timelines.
• Serving as the customer and stakeholder advocate on projects.
• Meeting with customers to conduct research and usability testing aimed at aligning product design with customer needs.
• Creating both external and internal communications about upcoming releases.
• Providing product support and subject matter expertise in resolving inquiries from internal staff.

Full-stack Engineer

• As a key member of our Customer-Facing Application Development team, you will work with a collaborative, cross-functional group to design, build, and maintain applications that are vital to our customers and internal stakeholders. You will develop new features, contribute to modernization initiatives, and help ensure our systems remain performant, dependable, and secure.
• We are actively exploring opportunities to integrate AI technologies to enhance our development processes and application capabilities. In this role, you will help identify where these technologies can add real value—shaping how our systems evolve to better serve our customers and internal teams.
• Collaborate with architects, engineers, and product owners to design and deliver software solutions from concept to production.
• Build and maintain features in customer-facing applications using Java, SQL, AWS, Angular, and modern development practices.
• Participate in the full software development lifecycle including design, coding, testing, deployment, and support.
• Contribute to production stability by participating in an on-call rotation to support live systems and ensure consistent service availability.
• Leverage generative AI tools to improve coding efficiency, assist with documentation, and support research or troubleshooting efforts where appropriate.
• Work closely with team members and business partners to understand requirements, define acceptance criteria, and align development with business needs.
• Support system modernization efforts while maintaining and improving existing applications.
• Explore and leverage AI technologies to improve development processes, enhance system capabilities, and support research or troubleshooting efforts where appropriate.
• Follow best practices for code quality, security, and maintainability including code reviews and documentation.
• Collaborate with Agile teams across departments to ensure efficient, dependable, and secure delivery.
• Participate in knowledge sharing through design reviews, technical discussions, and documentation using tools such as Jira and Confluence.
• Stay current on tools, frameworks, and industry practices to continuously improve development processes and solutions.

Software Engineer

Marketing

• Manage the end-to-end delivery of marketing initiatives as a key member of the Marketing team
• Partner with colleagues across the company to develop marketing programs to deepen relationships with B2B clients and drive B2B2C engagement
• Collaborate with internal creative partners to create and maintain B2B and B2B2C marketing assets including emails, presentations, website content and events
• Foster high-touch stakeholder engagement by responding to client inquiries and ensuring each request is thoughtfully assessed and resolved
• Effectively manage project delivery by establishing timelines, communicating progress across teams, and ensuring deliverables are strategically aligned
• Evaluate marketing materials by analyzing both qualitative and quantitative effectiveness and modify accordingly
• Maintain high standards for accuracy, quality, timeliness, and results

Marketing Manager

Operations

• Onboard new banks and custodial agents and provide operational support in the sweep-processing business.
• Work within a Salesforce-based workflow process to manage and support various operational tasks.
• Manage the pipeline for new customers, including updating and maintaining a contractual term tracking system used to support reporting and analytical downstream functions.
• Model and build data queries and participate in cross-functional Data Lake projects.
• Analyze and prepare data to present to clients.
• Develop, document, and implement procedures focused on transactional processing, cash settlement, and reconciliation.
• Work with third-party vendors and partners to resolve operational issues and communicate key information in a timely manner.

Senior Operations Analyst

Engineer

• As an IAM Engineer, deliver secure, high-performing, and scalable technical integrations to enhance client and partner experience.
• Own implementation and ongoing support of B2B integrations enabling financial institutions to connect, transact, and innovate.
• Design and implement integration solutions that meet partner and client needs, aligning with industry best practices and IntraFi’s architectural standards.
• Work proactively with partner IT teams to understand goals, troubleshoot issues, and implement secure connections using protocols such as SFTP, HTTPS, and REST APIs.
• Design, deploy, and maintain Single Sign-On capabilities using Ping Identity.
• Collaborate across departments to evolve and refine integration tools, documentation, and workflows.
• Advocate for integration features and contribute to technical strategy and product roadmaps.
• Participate in an on-call rotation and lead the resolution of high-severity technical incidents.
• Translate complex technical topics into clear language for technical and non-technical audiences and communicate with partners and colleagues.
• Make real-time decisions balancing urgency against performance, security, and user impact.

Identity and Access Management Engineer

• You will be a key member of our Integration Technology Team, leading the team’s development efforts to support our existing applications and develop new solutions to meet the diverse needs of a growing network of customers. You will be responsible for determining the application requirements needed to automate processes between IntraFi and its member institutions. You will act as a liaison between functional/technical stakeholders and your development team, and you will lead the analysis on how IntraFi’s integration technology and processes can be enhanced to meet current and future business needs. You will also provide agile and project management best practices to enhance team performance and delivery.
• Collaborate with high-performing IT teams in a dynamic, entrepreneurial environment where automation and technical craftsmanship are a top priority.
• Guide development activities from initial concept through successful deployment, ensuring alignment with business goals and user needs.
• Plan and coordinate initiatives ranging from minor enhancements to large-scale, complex projects by defining scope, setting timelines, and establishing key deliverables in close collaboration with stakeholders and technical teams.
• Monitor progress, manage changes, adapt to shifting priorities, mitigate risks, and address issues to ensure timely and successful delivery, while keeping stakeholders and senior management informed of project status.
• Perform business analysis activities for new initiatives, translating complex business and technical needs into clear functional and system requirements.
• Develop user stories, define acceptance criteria, and maintain a product backlog within an Agile environment.
• Partner with architects, developers, and quality assurance engineers throughout the software development lifecycle to ensure solutions meet business needs and align with technical standards.
• Facilitate discussions to drive consensus, resolve conflicts, align stakeholders, and foster cross-team collaboration.
• Manage multiple concurrent initiatives, including conducting discovery activities for new projects, supporting ongoing development efforts, and resolving production issues.
• Mentor junior analysts and contribute to continuous improvement of BA practices and standards.
• Provide on-call production support to ensure that our services are available and operating correctly.

Senior Business Analyst

QA Engineer

• The Quality Assurance Engineer is a key member of our Integration Technology Team, collaborating with engineers, product owners, and other stakeholders to build a deep understanding of the software products and services IntraFi provides and ensuring that quality is built in through manual and automated testing techniques. You will work as a member of cross-functional Agile scrum teams to ensure quality is achieved at all stages of the development process, from defining requirements through code deployment.
• Ensure product excellence by developing and executing comprehensive test plans that validate functionality, performance, and user expectations.
• Drive quality at every stage of the Agile development cycle by participating in sprint planning, analyzing user stories, and defining testable acceptance criteria.
• Develop and maintain automated tests that enhance efficiency, increase test coverage, and reduce reliance on manual testing.
• Conduct exploratory and manual testing to uncover bugs, usability issues, and edge-case failures that automated tests may miss.
• Identify and test functional edge cases that challenge system boundaries and expose potential vulnerabilities.
• Support cross-functional delivery by working closely with offshore QA teams to ensure timely and high-quality test execution.
• Validate data integrity by writing and executing SQL queries and database-level tests.
• Test across platforms and services, including APIs, encryption and file management systems, queue services, and databases, ensuring reliability and secure data handling.
• Lead automation initiatives by identifying opportunities for automation and implementing strategies that reduce manual effort and accelerate delivery.
• Contribute to production stability by participating in an on-call rotation to support live systems and ensure consistent service availability.
• Champion a customer-first mindset by maintaining a strong focus on user experience, performance, and system security in all QA activities.

Quality Assurance Engineer, Sweep

Designer

• The Senior Instructional Designer & Trainer will work closely with the Vice President of Talent Development to implement strategic learning initiatives that promote employee growth and align with our organizational goals. You will design, develop, and deliver education and development solutions that increase the skills, knowledge, abilities, and growth of employees at every level of the company. Additionally, you will collaborate with HR and other internal teams to ensure the success of training programs and contribute to creating a continuous learning culture.
• Creating high-quality training programs, including eLearning and instructor-led sessions, using tools such as Articulate and Camtasia.
• Partnering with internal subject matter experts and external vendors (as needed) to develop content aligned with organizational needs and objectives.
• Conducting instructor-led training using a variety of techniques, such as role-playing, simulations, and group discussions.
• Managing our Learning Management System (LMS), including creating content and serving as a backup administrator, and promoting the adoption and impact of the LMS throughout our organization.
• Conducting needs assessments and skill gap analysis to design targeted training programs.
• Gathering feedback and analyzing training effectiveness, continuously improving the quality of our training offerings.
• Developing strategies to promote a culture of continuous learning, including implementing effective communication programs, recognizing employee achievements, and encouraging participation.
• Leading training projects from kickoff through delivery and evaluation, including scoping needs, developing timelines, coordinating stakeholders, managing resources, and ensuring high-quality instructional design and facilitation outcomes are achieved.
• Bringing instructional design expertise through structured processes and tools such as requirements gathering frameworks, facilitation guides, and standardized templates to further streamline the department’s work and ensure consistency, quality, and scalability across learning initiatives.
• Carrying out a variety of administrative responsibilities that support the Talent Development function, such as scheduling new hire and ongoing trainings, drafting the departmental newsletter, sourcing and evaluating courses for LMS release, generating reports, and monitoring and responding to inquiries from the Talent Development inbox.