Institutional Relationship Management Jobs

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? As a Product & Pricing Consultant, you will partner with customers to successfully implement Zafin's SaaS solutions by translating business requirements into scalable functional solutions. Acting as a trusted functional advisor, you will work closely with customers, Product Management, Engineering, and implementation teams to deliver successful business outcomes while promoting industry best practices What will you do? Lead business discovery sessions and requirements workshops with customer stakeholders. Elicit, analyze, and document business and functional requirements. Perform fit-gap analysis and recommend scalable solution approaches aligned with Zafin capabilities. Prepare key implementation deliverables including business requirements, functional specifications, user stories, process flows, and test documentation. Configure and validate Zafin solutions based on approved functional designs. Collaborate with Product Management, Engineering, and cross-functiona

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the opportunity? As a Principal Azure Platform & Cloud Operations Architect, you will play a hands-on role in strengthening how Zafin runs critical production systems on Azure. You will assess current cloud operations processes and platform architecture, identify opportunities for automation and improvement, and implement operational patterns that improve reliability, scalability, and delivery confidence. In this role, you will also serve as the escalation subject matter expert for complex technical roadblocks, particularly across AKS, Azure networking, and deployment workflows, helping the team resolve issues while building more mature and repeatable operating practices. What will you do? Cloud Operations and Platform Reliability Assess current operational workflows, including provisioning, deployments, incident response, and change management, and implement automation, process improvements, and operational guardrails that reduce manual effort and improve reliability. Lead the architecture and operational maturity of Azure Kubernetes Se

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? Lead the FinOps function. As Director, FinOps (Cloud Financial Management), you will shape and advance Zafin’s cloud financial management strategy. You will build and lead a scalable FinOps function that delivers measurable, sustainable cost savings while safeguarding platform reliability, security, and engineering productivity. Shape cloud investment decisions. You will define how Zafin manages and optimizes cloud investments across its banking technology platforms. Working with Engineering, Cloud Operations, Product, and Finance, you will strengthen financial accountability, increase cost visibility, and embed cost-conscious decision-making across technology and business operations. Apply AI and automation. You will use AI-driven analytics, automation, and intelligent cost monitoring to improve forecasting, identify optimization opportunities, detect spending anomalies, and strengthen cloud financial governance. Deliver sustainable business value. Your leadership will improve cloud cost efficiency and financial predictabil

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? As a Product Manager, UX for AIOS, you will define and drive product experiences that make complex AI workflows clear, usable, and valuable for customers in regulated financial services. You will sit at the intersection of product management, user experience, engineering, AI, and customer delivery. Your focus will be understanding users, shaping the roadmap, defining product requirements, partnering closely with design, and ensuring AIOS experiences support real work: agent orchestration, workflow setup, monitoring, review, exception handling, and human-in-the-loop control. This role matters because governed AI only creates value when users can understand it, trust it, and operate it confidently. You will help AIOS move from technical capability to product experiences that customers can adopt at scale. What Will You Do? Define product strategy, roadmap priorities, and UX-focused product requirements for AIOS experiences and workflows. Deeply understand user needs through discovery, stakeholder interviews, customer feedback,

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? As a Machine Learning Engineer, part of Zafin's AIOS Product team , you will build the machine learning and AI systems that power the AIOS Knowledge Fabric and help agents reason over enterprise knowledge with accuracy, traceability, and control. You will work on practical production systems, including retrieval, ranking, embeddings, model integration, evaluation, data pipelines, model serving, observability, and the workflows that make AI outputs reliable for regulated banking environments. This is a hands-on engineering role focused on turning ML and LLM capabilities into dependable product infrastructure. This role is critical for high-quality knowledge, strong evaluation, and reliable model behavior. You will help build the foundation that allows customers to use AI agents with confidence, accountability, and measurable business value. What Will You Do? Design, build, test, and maintain ML and AI capabilities for AIOS, with a focus on knowledge retrieval, model integration, and producti

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. QA Automation Engineer II What is the Opportunity? The QA Engineer II (Intermediate Level) is responsible for ensuring the quality and reliability of enterprise banking applications through a combination of manual and automated testing. The role involves validating backend processes, APIs, system integrations, and file-based data exchanges while ensuring end-to-end functionality, data integrity, and application performance. The engineer will collaborate closely with Developers, Business Analysts, Product Owners, and Data Engineers to deliver high-quality software solutions. What You Will Do Develop and maintain automation frameworks for web, API, backend, and integration testing. Execute functional, regression, integration, and end-to-end testing for enterprise banking applications. Perform API, database, backend, and event-driven system validation. Job Description | Confidential 2 Integrate automated test suites into CI/CD pipelines for continuous testing. Identify, troubleshoot, and track defects, working closely with Engineering and

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Product & Pricing Consultant III What is the Opportunity? As an integral member of the Customer Experience and Onboarding, the Product & Pricing Consultant II, will work with customers to successfully implement our product. You will obtain product expertise and gain the ability to explain, configure and demonstrate functionality to our customers and partners. You will collaborate with internal and external stakeholders to achieve successful outcomes for our customers. Who We Are Looking For Elicit, clarify, and document business requirements Strong ability to articulate key functional capabilities of SaaS solution suite Lead in fit-gap analysis exercise to assess business requirements and align them with out of the box capabilities and work closely with cross-functional teams to determine action plan to address gaps Job Description Establish user stories and backlog items, and prepare test specifications utilizing agile methodology Prepare key implementation deliverables business requirements documentation, functional specifica

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the opportunity? As a Technical Consultant III , you will be responsible for designing, configuring, developing, and implementing Zafin SaaS solutions for financial institutions. You will translate banking, product, pricing, billing, workflow, integration, and data requirements into scalable technical solutions that support successful client implementations. You will work across implementation planning, solution design, configuration, development, integration, testing, deployment readiness, troubleshooting, production support, and continuous improvement. At the Technical Consultant III level, you will also provide hands-on technical direction, mentor junior team members, support client-facing decisions, and help ensure delivery of quality, maintainability, security, auditability, and operational readiness. What will you do? Deliver implementation of workstreams across product, pricing, billing, offers, eligibility, approvals, reporting, integrations, automation, and related platform capabilities. Translate client requirements into solution a

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? The QA Engineer III will be responsible for leading and executing functional quality assurance activities for complex banking and financial applications. The role requires strong hands-on manual testing expertise, practical automation experience, thorough test documentation skills, and solid database validation capabilities. The engineer will own end-to-end test coverage across backend processes, integrations, APIs, file-based workflows, and data validations, while working closely with developers, business analysts, product teams, and other QA engineers to ensure release quality. What will you do? Own functional, regression, integration, system, and end-to-end testing for complex applications and backend workflows. Analyze business and technical requirements, identify test scenarios, assess test coverage, and highlight requirements or design gaps early in the delivery lifecycle. Create and maintain high-quality test documentation including test plans, detailed test scenarios, test ca

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Video Content Designer Reports to: Senior Brand Creative Specialist EST Time Zone Role Overview Zafin is looking for a Video Content Designer to create fast-turn video, motion graphics and visual assets for product marketing, customer marketing, campaigns, social media, events and sales enablement. This role will focus on repurposing existing content into short-form assets, building campaign and social videos, and creating reusable templates that help the marketing team move faster while staying on brand. The ideal candidate combines video editing, motion graphics and graphic design skills. They should be able to turn a webinar into LinkedIn clips, create motion graphics for a campaign, design social-first video assets and build templates that make recurring requests easier to produce. Key Responsibilities Turn long-form interviews, webinars, event recordings and existing footage into short-form clips for LinkedIn, web, email, campaigns and sales use. Design and edit social-first and campaign video content, including teasers, product graphics,

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Video Producer Reports to: Senior Brand Creative Specialist Role Overview EST Time Zone Zafin is looking for a Video Producer to create high-quality video content for product marketing, customer marketing, campaigns, events, social media and sales enablement. This role will focus on Zafin’s more planned, higher-production video work, including product explainers, customer stories, executive interviews, event coverage and flagship campaign videos. The ideal candidate is a hands-on producer who can take a video from brief to final delivery. They should be comfortable planning shoots, working with stakeholders, editing footage, creating supporting visuals and using motion graphics to make complex enterprise technology easier to understand for senior banking and technology audiences. Key Responsibilities Own production for product explainers, customer stories, executive interviews, employee spotlights, event highlight videos and flagship campaign content. Support video projects from concept through final delivery, including pre-production p

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What You'll Do We're not looking for someone to simply manage testing—we're looking for an engineering leader who can redefine how quality is built into mission-critical banking software . As a Senior QA Automation Engineer , you'll drive the quality engineering strategy for our enterprise SaaS platform, designing scalable automation frameworks and embedding quality throughout the software development lifecycle. You'll work closely with Product, Engineering, and Architecture teams to deliver resilient, high-performing solutions while championing modern quality engineering practices. In this role, you will: Define and drive the quality engineering and automation strategy. Design scalable automation frameworks across UI, APIs, backend services, and integrations. Integrate automated quality gates into CI/CD pipelines. Lead API, database, event-driven, and end-to-end testing. Improve performance, resilience, and scalability through continuous testing. Establish quality metrics and engineering best practices. Mentor engineers and promote a culture of eng

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? Reporting to the Senior Product Architect, the technical lead will provide solutions to technical issues and will be responsible for meeting development schedules and ensuring the delivered solution meets the technical specifications and design requirements. As a Lead Technical Consultant, you combine deep technical expertise with strong client engagement skills. You understand the complexities of enterprise banking environments - from core systems and data integrations to modern SaaS architectures. You will bring hands-on engineering experience and customer empathy to every engagement. This role blends software engineering, delivery, and customer advocacy. What Will You Do? 1. Solution Implementation and Delivery Excellence • Able to design, build, and implement enterprise-grade software solutions aligned with customer and platform requirements. • Able to develop well-structured, testable, and efficient code across application and integration layers (Java, Spring Boot, REST APIs, Kafka, PostgreSQL). • Ensure solution

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. The Opportunity We are looking for experienced banking professionals who combine deep domain expertise with strong consulting capabilities. As a Lead Functional Consultant , you will partner with leading global banks to transform how they design and manage banking products, pricing, billing, rates, fees, and customer relationships. You'll work closely with senior client stakeholders, product teams, and engineering to translate complex business challenges into scalable platform solutions using the Zafin SaaS platform. If you're passionate about solving business problems, influencing strategic decisions, and delivering impactful banking transformations, we'd love to hear from you. Key Responsibilities Lead client discovery workshops and consulting engagements. Analyze business processes, identify opportunities, and recommend scalable solutions. Translate business requirements into functional designs using the Zafin SaaS platform. Configure banking products, pricing, rates, fees, and business rules. Collaborate with Product, Engineering, and Cus

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. The Opportunity We are looking for experienced banking professionals who combine deep domain expertise with strong consulting capabilities. As a Lead Functional Consultant , you will partner with leading global banks to transform how they design and manage banking products, pricing, billing, rates, fees, and customer relationships. You'll work closely with senior client stakeholders, product teams, and engineering to translate complex business challenges into scalable platform solutions using the Zafin SaaS platform. If you're passionate about solving business problems, influencing strategic decisions, and delivering impactful banking transformations, we'd love to hear from you. Key Responsibilities Lead client discovery workshops and consulting engagements. Analyze business processes, identify opportunities, and recommend scalable solutions. Translate business requirements into functional designs using the Zafin SaaS platform. Configure banking products, pricing, rates, fees, and business rules. Collaborate with Product, Engineering, and Cus