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 copilots/agents in a production setting. Knowledge of designing conversation flows, topics, tools, and using Copilot’s 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 Experience: 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 Focus: hands-on experience implementing security, compliance, and responsible AI practices in software. For instance, familiarity with Microsoft’s 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 AI/automation 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 aren’t 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 isn’t 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

The following is required from all associates of D.A. Davidson Companies

Commitment to maintain client confidentiality and data security Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives Ability to maintain regular, predictable attendance

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 CI/CD 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 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leave Paid holidays Professional Development Opportunities Tuition Reimbursement ($15,000 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 $90,000 - $120,000 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.

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 for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s 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.