Note: The job is a remote job and is open to candidates in USA. Charles Schwab is seeking a Senior AI Automation Engineer to build, deploy, and support enterprise AI agents and automation solutions using Microsoft Copilot Studio and the Microsoft ecosystem. The role focuses on integrating enterprise data and systems, developing reliable AI workflows, and ensuring security, governance, compliance, and production readiness in a regulated environment.
Responsibilities
- Design, develop, test, deploy, and support enterprise AI agents using **Microsoft Copilot Studio**
- Build automated workflows and business processes using **Microsoft Power Automate** and related Power Platform technologies
- Develop **prompts, context-engineering strategies, grounding techniques, validation logic, structured outputs, and guardrails** to improve the accuracy and reliability of AI solutions
- Build and integrate **APIs, custom connectors, and enterprise system integrations** that allow Copilot agents to securely interact with approved applications and data sources
- Integrate Copilot solutions with technologies such as **Microsoft 365, Microsoft Graph, Dataverse, SharePoint, Teams, Azure AI, and Azure OpenAI**, as applicable
- Develop knowledge retrieval and grounding approaches that enable AI agents to use enterprise information effectively while respecting permissions and security controls
- Implement appropriate **identity, role-based access control, security, governance, compliance, and responsible AI practices**
- Perform testing and evaluation of AI agents, including validating responses, workflows, integrations, and expected outputs
- Support solutions through the full development lifecycle, including **development, deployment, production readiness, monitoring, troubleshooting, and ongoing enhancement**
- Diagnose issues involving prompts, connectors, APIs, workflows, permissions, grounding, data access, or agent behavior
- Partner with technical and business stakeholders to translate business processes and use cases into scalable AI-powered solutions
- Develop solutions appropriate for a **large, highly regulated enterprise environment**, with an emphasis on security, reliability, governance, and maintainability
Skills
- Strong hands-on experience with **Microsoft Copilot Studio**, including building and deploying enterprise agents
- Experience with **Microsoft Power Platform**, particularly **Power Automate**
- Strong understanding of **REST APIs, API integrations, custom connectors, and enterprise data-source connectivity**
- Hands-on experience integrating Microsoft technologies such as **Microsoft 365, Microsoft Graph, Dataverse, SharePoint, Teams, Azure AI, and/or Azure OpenAI**
- Experience with **prompt engineering and context engineering**, including grounding, knowledge retrieval, structured outputs, validation, and guardrails
- Understanding of enterprise **identity and access management**, including authentication, authorization, and role-based access
- Experience incorporating **security, governance, compliance, and responsible AI** requirements into enterprise technology solutions
- Experience testing, monitoring, troubleshooting, and supporting AI or automation solutions in production environments
- Demonstrated experience delivering technology solutions within a **large enterprise environment**, ideally within financial services or another highly regulated industry
- Strong problem-solving skills and the ability to troubleshoot across AI, workflow, API, data, and integration layers
- Experience developing AI-powered solutions within **financial services, banking, fintech, insurance, healthcare, or another regulated industry**
- Experience working with **Azure OpenAI Service** and Azure-based AI solutions
- Experience implementing retrieval and grounding strategies against enterprise knowledge sources
- Familiarity with enterprise application authentication and authorization patterns
- Experience taking Copilot or generative AI solutions from **proof of concept through production deployment and operational support**
- Understanding of AI evaluation approaches, responsible AI principles, and controls designed to improve reliability and reduce inappropriate or inaccurate outputs
Benefits
- Remote
Company Overview
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