Careers at Catalyst

Location: Remote, must be located in the Northwestern Region.

Date: June 9, 2026

Job Description:

The Account Executive represents, supports, and develops relationships between Catalyst Corporate and executive management at assigned credit unions. The incumbent uses a consultative approach to manage the clients existing book of business, provide market insights, develop account plans, and territory plans. The incumbent’s primary objective is to develop, maintain and execute on renewal strategies to protect revenue, negotiate contracts, and increase share of wallet and develop new business within the assigned credit unions. An emphasis and more focused effort will be exerted toward key strategic services. Incumbent will foster in-depth and productive relationships at all levels with both the credit union and Catalyst departments and will promote the use of Catalyst products and services with the goal to position the business to shape and capitalize on emerging consumer and market needs.

Essential Requirements:

• Bachelor’s Degree or equivalent combination of education and experience required. 
• Minimum three (3) years relationship management, business development, consulting, or sales experience required.
• Minimum three (3) years managing relationships in a B2B environment
• Strong customer service skills to resolve conflicts, lead customer satisfaction surveys
• Track record of successfully managing a book of business, minimizing attrition, and maximizing revenue for the organization
• Excellent organizational skills
• Exceptional communication skills written, verbal, listening
• Demonstrate excellent reasoning and analytical skills; strong executive presentation, problem solving, and negotiation skills with ability to influence decisions of others
• Has experience and understands the importance of managing CRM applications
• Ability to interpret P&L Statement, NCUA 5300 Call Report and monthly financial statementsk. 
• Ability to travel up to 60% of the time

Location: Plano, TX

Date: June 11, 2026

Job Description:

The ACH Specialist will provide excellent customer service for Catalyst Corporate’s ACH and card services products to member credit unions. As part of the ACH team, the ACH Specialist is required to work with the group to successfully manage multiple tasks simultaneously ensuring all department service standards and procedures are achieved. In addition, the role has operational duties including, timely processing of ACH files, transmitting ACH origination files, entering ACH returns through TranZact and answering credit union inquiries regarding ACH rules and software functionality.

Essential Requirements:

• 2-3 years customer service experience
• Basic computer and office skills
• Job-related course work after high school, equivalent to one year of additional education

Preferred Requirements:

• ACH and or ATM/debit card experience
• Banking experience
• Accredited ACH Professional (AAP) designation

Location: Plano, TX

Date: June 11, 2026

Job Description

The ALM Consultant plays a pivotal role in delivering strategic financial risk management solutions to clients. This seasoned professional is responsible for independently:

1. Building and maintaining strong client relationships to foster trust and ensure long-term partnerships.
2. Producing, interpreting, and delivering comprehensive financial risk management reports.
3. Guiding clients in understanding their financial risk positions and providing strategic insights on balance sheet management and overall financial strategy.

Essential Requirements:

• Educational Background: A bachelor’s degree in finance, economics, accounting, or a related field, with a minimum of 5+ years of relevant financial experience.
• Technical Knowledge:
  • Expertise in fixed income securities, loan valuation, cash flow modeling and prepayment analysis.
  • A solid foundation in accounting principles and economic theory.
  • Proficiency in Microsoft Excel, including functions like lookups, pivot tables, and formula creation.
  • Understanding of Power Platform tools such as Power BI, Power Query, Power Automate or Azure database experience.
• Competency in other Microsoft Office applications.
• Analytical Acumen: Demonstrated analytical and problem-solving skills with a strong attention to detail.
• Communication Skills: Exceptional written and verbal communication abilities, capable of conveying complex financial concepts clearly and effectively.
• Organizational Skills: Adept at managing multiple projects and deadlines in a fast-paced, collaborative environment.
• Travel: The ALM Consultant is expected to make client visits and deliver presentations as needed.  The extent of travel required by the position is typically less than 10%.

Preferred Requirements:

• Advanced Credentials: An advanced degree (e.g., MBA) and/or certifications such as CFA, FRM, CMA, CTP, or CPA.
• Modeling Expertise: Experience with financial modeling platforms, including but not limited to Empyrean, FIS Balance Sheet Manager, QRM, KRM, ZM, Plansmith, or Profitstars.
• Technical Proficiency: Knowledge of SQL or other programming languages.
• Presentation Skills: Proven ability to design and deliver impactful client presentations.

Location: Plano, TX

Date: January 1, 2026

Job Description

The Electronic Payments Specialist will provide excellent customer service supporting Catalyst Corporate’s electronic and faster payments products to member credit unions. The Electronic Payments Specialist is required to work with the group to successfully manage multiple tasks simultaneously ensuring all department service standards and procedures are achieved.  The Electronic Payments Specialist is responsible for implementation of faster payment products including, FedNow, Real Time Payments, CU Loan Pay and Moli.  This role is also responsible for handling the day to day operations related to faster payment products, including billing, member support, handling exception items, and vendor management. The Electronic Payments Specialist role requires a strong knowledge of rules for each faster payment solution, and software functionality. This position will also assist with ACH daily operations and credit union inquiries.

Essential Requirements:

• 2 – 3 years customer service experience
• Basic computer and office skills
• Job related course work after high school equivalent to 1 year of additional education

Preferred Requirements:

• FedNow, Real Time Payment Knowledge
• ACH experience
• Banking experience

Location: Plano, TX

Date: June 11, 2026

Job Description

The Identity and access management (IAM) specialist will work closely with the Security Organization to improve and/or develop documentation for security processes, procedures, and access request forms. The IAM specialist will serve as primary administrator for access and account related issues across all application platforms utilized at Catalyst Corporate. Handle the provisioning, modifying, and deprovisioning of user accounts for employees, contractors, and partners. The IAM specialist’s secondary job priority will consist of metrics gathering for discussion amongst various committees to assist in improving the performance of the Catalyst Corporate security organization. Other daily duties will include access request tracking, disbursement of forms for approval, validation of documentation completeness, reconciliation, and electronic filing. This position will respond to security alerts, notify the appropriate department of security related needs, and track resolutions. Generate security reports and work alongside internal and external auditors to ensure regulatory compliance. Fulfill requests to gather documentation for audit, compliance, and/or risk assessments. The IAM Specialist will track the schedule of security related events such as SSL certificate renewal, domain name renewal, vulnerability assessments, penetration tests, business continuity exercises, and third-party reviews. This position will process and log change request activity. This position will assist the IT Organization in tracking the asset provisioning, disposal, and electronic, paper, and hardware destruction processes. The IAM specialist will work closely with Human Resources to conduct onboarding and on-going security awareness training.

Essential Requirements

• Proficient in Microsoft Office products, especially Excel and Word and PowerPoint.
• Strong scheduling, communication, and time management skills.
• Proficient with electronic documents, categorization, and tracking systems and processes
• Working knowledge of directory services, identity protocols, and cloud platforms.
• Understanding of identity and access management concepts including; User lifecycle management, role-based access controls, access reviews, least privilege principles, separation of duties.

Preferred Requirements

• Willingness to work after hours when necessary
• CIAM – Certified Identity Access Manager

Location: Plano, TX

Date: January 1, 2026

Job Description

The Investment Officer plays a key role in strengthening relationships with credit unions while expanding Catalyst’s market presence. This position is responsible for growing sales of investment products, including fixed-income securities, certificates of deposit, private placements of subordinated debt, loan participations, non-member deposit issuances, and other market-driven financial instruments.

Success in this role requires proactive client engagement through phone calls, emails, virtual meetings, board presentations, in-person visits, and participation in industry events and conferences. Travel is expected to comprise 10% to 20% of the role.

Key Responsibilities

• Develop and maintain strong relationships with existing credit union clients while identifying and securing new business opportunities.
• Strategically manage assigned accounts to increase Catalyst’s market share and meet individual sales goals.
• Effectively communicate investment opportunities through various channels, including virtual and in-person interactions.
• Represent Catalyst at industry events and conferences to build brand awareness and expand the client base.

Essential Requirements:

• Bachelor's degree in Business or a related field.
• 1-3 years of experience in fixed-income financial markets or business development within financial institutions.
• Proficiency in Microsoft Office Suite and Microsoft Power Suite.
• Strong knowledge of fixed-income investment products.
• FINRA Series 7 and 63 licenses (or ability to obtain).
• Excellent verbal and written communication skills, with the ability to deliver compelling presentations.
• Strong relationship-building and client management skills.
• Self-motivated and results-driven, with the ability to manage and grow a portfolio of business.

Preferred Requirements:

• Experience with Salesforce.com.
• Familiarity with Bloomberg and financial market data tools. 
• Ability to effectively engage and communicate with senior-level executives.
• Understanding of credit union and bank balance sheets.

Location: Plano, TX

Date: June 11, 2026

Job Description:

This position is responsible for the direct oversight of the Item Processing Implementation and Remote Deposit Services team. These responsibilities include: staff development, leadership and management; item processing product implementation, project management and support (share draft and deposit related); remote deposit products (Branch/Teller, Integrated Teller, Business, ATM/ITM and Mobile capture) implementation and project management; on-going credit union technical product support; software testing, bug fixes, enhancements, system upgrades and deployments; new product launches and development; vendor relationship management; pre-sales support, collaboration and discovery; billing; data analysis and reporting; training for internal departments, Corporates and credit unions; function in the capacity of “Subject Matter Expert”; assist Marketing Department with promoting and developing marketing materials for remote deposit products as well as providing input on other item processing products. A strong understanding of the financial services industry, including item processing, payment systems, and branch operations is vital to the success of the position. This position requires excellent oral and written communication and negotiation skills. Regular reporting to management is required. Extended hours, weekend, and after-hours support may be required. This position resides within the IP Support Services division.

Essential Requirements:

• High School diploma or equivalent 
• 5-10 years credit union or banking experience
• Excellent team leadership experience, ability to get along with others and be a team player.
• High level proficiency in Microsoft Office and strong PC skills
• Project management experience
• Strong background in customer service with excellent oral and written communications skills and problem-solving abilities
• Ability to multi-task and quickly adapt to change.
• Self-motivated and driven. 

Preferred Requirements

• NCP certification
   

Location: Plano, TX

Date: April 23, 2026

Job Description:

The Manager – Product Strategy and Partner Channel drives the development, management, and expansion of relationships with key channel partners to foster revenue growth and shared business success. As the strategic owner of the partner ecosystem, the role is accountable for the development, execution and optimization of partner-led growth strategies, including ownership of partner-driven revenue targets aligned with annual corporate objectives with measurable positive impact on P&L performance. Leveraging deep expertise in B2B financial services, payments ecosystems, and product strategy, the Manager – PS & PC identifies and executes innovative growth opportunities, influences product direction, and contributes to enterprise-level strategic planning.

The Manager – PS & PC operates at the intersection of partnerships, product strategy, and go-to-market execution, serving as an internal intelligence hub and translating partner insights into actionable product, pricing, and operational strategies. The role is responsible for developing and executing a multi-partner, multi-product portfolio strategy, ensuring optimal alignment between partner capabilities and the organization’s product suite to maximize market penetration and revenue growth.

Additionally, the Manager – PS & PC owns vendor and partner contract strategy, including restructuring agreements and establishing pricing frameworks for new products and partnerships to ensure financial optimization and market competitiveness.  The role includes the development of business cases, pricing strategies, and partnership models consistent with organizational growth objectives and market demand.

This position includes direct supervisory responsibilities, overseeing the Partner Services Project Manager to ensure operational execution aligns with strategic, revenue, and partnership objectives.

Essential Requirements:

• Bachelor’s Degree in Business Administration, Sales, or equivalent experience.
• 10+ years of progressive experience in B2B financial services, payments, or fintech partnerships, including direct accountability for revenue generation
• Experience communicating with and presenting to C-level executives of internal and external organizations.
• Proven experience building, scaling, and optimizing partner ecosystems within financial services or payments environments
• Proven track record of owning revenue targets and delivering measurable P&L impact through partner and product channels
• Ability to work internally with Product, Marketing, and Sales teams to align messaging and enablement, and externally with partner leadership.
• Demonstrated success in developing and executing business cases, pricing strategies, and go-to-market models for partner channels
• Proven ability to lead cross-functional teams and influence executive-level decision-making across product, sales, marketing, and finance.
• Significant experience in contract negotiations, restructuring, and pricing strategy development.

Preferred Requirements:

• Experience in the credit union industry.

Location: Plano, TX

Date: June 11, 2026

Job Description:

A Member Services Representative (MSR) receives calls, faxes, and Email from internal and external customers requiring assistance with Catalyst Corporate’s products and services. MSR’s are required to work together as a successful team to manage multiple tasks simultaneously ensuring all department service standards are achieved. The MSR assists external customers with TranZact, Catalyst Corporate’s online account management system, account information, problem resolution, research requests, and system training. Internal customers utilize MSR’s for research requests, member outreach for information updates or system alerts, and TranZact training. MSR’s are responsible for maintaining and communicating all member account information, including opening, closing and mergers.

Essential Requirements:

• Three years of customer service experience
• General office/accounting and PC skills
• High School Diploma
• Manage Multiple tasks simultaneously

Preferred Qualifications:

• Formal training program after high school
• Call center experience
• Item processing and/or finance institution

Location: Plano, TX

Date: March 31, 2026

Job Description:

Portfolio Manager supports the VP of Portfolio Management in executing investment strategies, managing balance sheet risk and optimizing portfolio performance within established investment policy guidelines. This role is ideal for someone analytical, detail‑oriented and eager to grow into a more senior investment role.

Essential Requirements:

• Bachelor’s degree
• Minimum of 3 years of experience in fixed income securities trading and/or portfolio management
• Strong understanding of fixed income instruments, bond math and familiar with derivatives
• Ability to interpret economic data. Understanding of monetary policy and its impact on rates and shape of the yield curve
• Strong mathematical and analytical skills
• Proficiency with Bloomberg and Excel
• High attention to detail

Preferred Requirements:

• Master’s degree in finance, economics or a related field
• 5-8 years of fixed income portfolio management experience
• Advanced understanding of Asset/Liability management principles
• Exceptional ability to effectively assess and continuously monitor portfolio risk exposures.
• Knowledge of sector/product-specific drivers
• CFA designation
• Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools