D.A. Davidson

D.A. Davidson

AI & Automation Engineer

Minneapolis, MN · Mid

Sponsorship not specified$90k-$120kDetected 175 days ago
JavaScriptPythonC#GitVector DatabasesAzureCloud PlatformsCI/CDGitHub ActionsDevOpsRESTMachine LearningNLPComputer VisionLLMsRAGAgentic AILeadershipCommunicationCollaborationProblem Solving

About the role

  • D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
  • 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.

Responsibilities

  • We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
  • Understanding of industry regulatory requirements (e.g. data privacy, audit, model risk management) and how to design AI solutions that comply with them.
  • 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.
  • Implement prompt engineering techniques and fine-tune AI models or prompts to improve the relevance and accuracy of Copilot responses.
  • 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).
  • At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

Requirements

  • 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 bot/agent 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.
  • Cloud & AI Knowledge: Working knowledge of Azure cloud services and AI/ML 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 integration/continuous deployment (CI/CD) pipelines for software projects.
  • Problem-Solving & Communication: Strong analytical and problem-solving skills with a track record of delivering solutions that meet business needs.
  • Bachelor's degree in Computer Science, Software Engineering, or related field.
  • Hands-on experience with Microsoft Power Automate and related Power Platform tools for workflow automation.
  • Education & Experience: Bachelor's 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 bot/agent 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 AI/ML 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 integration/continuous deployment (CI/CD) 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.

Nice to have

  • 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).
  • Financial Services Experience: Background in financial services or wealth management technology projects.
  • 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.

Skills

  • Proficiency in at least one programming or scripting language (such as Python, C#, or JavaScript) to extend and customize solutions.
  • Please contact us to request accommodation.

Compensation

  • You can learn more about our company culture and impact in our latest annual report.
  • The potential base pay hiring range for this role is $90,000 - $120,000 annually.

Benefits

  • 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.

Company info

  • 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.

Equal opportunity

  • We are an equal opportunity employer and value diversity at our company.
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