D.A. Davidson Companies · 19 hours ago
AI & Automation Engineer
Great Falls, MT
Full-time
Onsite
Mid, Senior Level
$90K/yr - $120K/yr
5+ years expD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. They are seeking a Mid-Level AI and Automation Engineer to develop next-generation AI capabilities within a Microsoft-based environment, focusing on building intelligent assistants and automated workflows.
Financial Services
Responsibilities
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
Qualification
Required
Bachelor's degree in Computer Science, Software Engineering, or related field
5+ years of experience in software development, automation engineering, or similar roles
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)
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
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.)
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
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
Align efforts with other lines-of-business and functional areas, such as our partners in Operations, Finance, Wealth Management, and more
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
Preferred
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)
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
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
Hands-on experience implementing security, compliance, and responsible AI practices in software
Familiarity with Microsoft's Responsible AI guidelines, Azure Purview for data governance, or similar tools to control AI use
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
Lots of experience working in highly-iterative development processes
You understand the principles of them but aren't married to any particular methodology
Somebody prepared to deal with the boring and the tough
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
Benefits
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
Company
D.A. Davidson Companies
At D.A.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Larry Martinez
Chief Executive Officer
Amy Anastasoff
Chief Operating Officer, Fixed Income Capital Markets
Recent News
The Express Tribune
2025-10-06
2025-10-03
2025-09-25
Company data provided by crunchbase