AI & Automation Engineer
Minneapolis MN Seattle WA Great Falls MT Billings MT Helena MT Missoula MT Bozeman MT Omaha NE Salt Lake City UT Denver CO Portland ORD.
A. Davidson & Co. - Information Technology Full Time On-site
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D.A. Davidson Companies is an independent employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly open and supportive culture and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients financial well-being we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary
We are seeking a Mid-Level AI and Automation Engineer to develop next-generation AI capabilities within our Microsoft-based environment. This role will focus on building intelligent assistants and automated workflows using tools like Microsoft 365 Copilot Studio Power Automate and Azure AI Foundry. The ideal candidate will combine software engineering expertise with a passion for leveraging AI to transform business processes in a financial services and wealth management domain. You will work on integrating large language model solutions into enterprise systems ensuring they are secure compliant and deliver real value to end-users.
Qualifications
• Education & Experience Bachelors degree in Computer Science Software Engineering or related field. 5 years of experience in software development automation engineering or similar roles.
• Microsoft Ecosystem Proficiency Hands-on experience with Microsoft Power Automate and related Power Platform tools for workflow automation. Familiarity with M365 Copilot features or similar AI botagent development tools e.g. Azure AI services cognitive services.
• Programming Skills Proficiency in at least one programming or scripting language such as Python C or JavaScript to extend and customize solutions. Experience building or consuming RESTful APIs and working with data integration.
• Cloud & AI Knowledge Working knowledge of Azure cloud services and AIML frameworks. Ability to deploy applications or automations in a cloud environment and integrate AI APIs Azure OpenAI Azure Cognitive Services etc..
• DevOps Mindset Experience with version control git and Bitbucket and continuous integrationcontinuous deployment CICD pipelines for software projects. Comfortable using tools like Azure DevOps or GitHub Actions to automate build-test-deploy processes.
• Problem-Solving & Communication Strong analytical and problem-solving skills with a track record of delivering solutions that meet business needs. Excellent communication skills to work effectively with both technical and non-technical team members.
• Coordination Align efforts with other lines-of-business and functional areas such as our partners in Operations Finance Wealth Management and more.
Preferred Qualifications
• Copilot Studio Expertise Experience with Microsoft 365 Copilot Studio - for example having built or managed AI copilotsagents in a production setting. Knowledge of designing conversation flows topics tools and using Copilots advanced features custom actions agent-to-agent workflows.
• Advanced AI & ML Skills Familiarity with large language models beyond basic API usage - e.g. experience with prompt tuning deploying LLMs or implementing retrieval-augmented generation RAG pipelines with vector databases for domain-specific Q&A. Experience with Azure AI Foundry and Azure AI capabilities like document intelligence computer vision speech and more.
• Financial Services Background in financial services or wealth management technology projects. Understanding of industry regulatory requirements e.g. data privacy audit model risk management and how to design AI solutions that comply with them.
• Security & Compliance Hands-on experience implementing security compliance and responsible AI practices in software. For instance familiarity with Microsofts Responsible AI guidelines Azure Purview for data governance or similar tools to control AI use.
• Innovation & Leadership Demonstrated initiative in previous roles - maybe you introduced a new automation tool led a pilot of an AI solution or actively contributed to AIautomation communities. Microsoft certifications in Azure AI Power Platform or related areas would be an advantage reflecting your commitment to staying current.
• Lean and Agile background Lots of experience working in highly-iterative development processes. You understand the principles of them but arent married to any particular methodology.
• Patience Somebody prepared to deal with the boring and the tough. Every minute of every day in an AI role isnt always deploying new models and agents. An engineer in this role must also be willing and able to take on things like vendor integration bug fixing and other operational and administrative work that comes up day-to-day.
Duties
• Design and Develop AI-Powered Workflows Use Microsoft Copilot Studio and Power Platform Power Automate Power Apps to design build and optimize AI assistants and automated workflows that enhance employee productivity and decision-making.
• Integrate Enterprise Data and Systems Connect AI copilots to enterprise data sources and APIs enabling context-rich automation e.g. integrating Azure AI services or databases with Copilot agents for real-time information retrieval.
• Apply AI Best Practices Implement prompt engineering techniques and fine-tune AI models or prompts to improve the relevance and accuracy of Copilot responses. Utilize Azure OpenAI or similar services to incorporate advanced language AI capabilities when needed.
• Ensure Compliance and Security Build solutions with robust security privacy and compliance controls in mind aligning with corporate policies and industry regulations financial data protection responsible AI use audit logging. Work closely with governance teams to enforce security standards for AI integrations.
• DevOps and Monitoring Develop CICD pipelines for deploying and updating AI agents or automation workflows ensuring smooth rollouts and version control. Set up monitoring and telemetry dashboards to track performance usage and quickly address any issues.
• Collaboration and Iteration Work in an Agile team alongside product managers business analysts and designers to refine requirements and user stories. Iterate on solutions based on user feedback and analytics continuously improving the AI assistants effectiveness.
• Documentation and Training Document solution designs workflows and configurations. Help create user guides or demo sessions to drive adoption of the new AI-powered tools among employees and stakeholders.
What do we offer
Competitive salary plus excellent benefits and perks including but not limited to:
• Medical Dental and Vision • Company 401kand ESOP contribution • Generous sick vacation and maternityparental leave • Paid holidays • Professional Development Opportunities • Tuition Reimbursement 15000 lifetime cap • Discounted personal insurance including home auto and recreational vehicles • Charitable gift-matching program • Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is 90000 - 120000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including but not limited to the skills relevant work experience and geographic location of each specific candidate.
90000 - 120000 a year
At D.A. Davidson we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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 disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration foremploymentor if hired may result in my termination of my employment at any time during the period of myemployment regardless of the amount of time that has passed. California applicants please see D.A. Davidsons California Resident Privacy Policy.
We may use artificial intelligence AI tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
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