AI CoPilot Enablement Consultant

About the role

A well-known Financial Services Company is seeking an AI CoPilot Enablement Consultant in Charlotte, NC (Hybrid).

Responsibilities

• Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to large-scale planning related to Business Execution deliverables.
• Review and analyze moderately complex Business Execution challenges that require an in-depth evaluation of variable factors.
• Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
• Collaborate with client personnel in Business Execution.
• Lead complex lifecycle initiatives and support tasks, including those that are cross-functional with broad impact, and act as a key participant in large-scale planning and deliverables; identify opportunities for process improvements within Securities Operations, including AI-enabled optimization.
• Review and analyze complex, multi-faceted, larger scale or longer-term operational tasks or challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented scenarios.
• Make decisions in complex situations related to full trade processes while leveraging a strong understanding of function, policies, procedures, and compliance requirements to meet deliverables and drive new initiatives.
• Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals; may lead projects, teams, or serve as a mentor.
• Translate operational processes into structured, scalable frameworks that support consistency, knowledge reuse, and AI-driven solutions.
• Manage and develop expertise in key operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation.
• Resolve complex escalated issues within the scope of responsibility in Securities Operations.
• Research complex business risks, develop policies, enhance customer satisfaction, and review time-sensitive documents and transaction requests.
• Exercise independent judgment in understanding trade settlement and influence workflow controls to minimize the effects of operational breakdowns.
• Lead overall effectiveness of the team according to plans; monitor daily securities and cash-related production work.
• Implement projects, new or revised processes, and procedures that require coordination across operational teams; perform analysis for initiatives that support business strategies and involve financial impact and risk considerations.

Requirements

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent
• 5+ years of Securities Operations experience, or equivalent
• Experience implementing AI or Copilot solutions in an operational environment, including building knowledge-based tools or workflow optimization solutions.
• Contact Center or Frontline Support Experience
• Understanding of call flows, agent needs, and how operational guidance is consumed in real-time environments.
• Experience with automation or workflow tools (e.g., Power Automate, SharePoint, knowledge bases)
• Supporting scalability and integration of operational processes.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.

Skills

• Business Execution, Implementation, or Strategic Planning experience.
• Securities Operations experience.
• Experience with AI or Copilot solutions.
• Contact Center or Frontline Support experience.
• Automation or workflow tools proficiency (e.g., Power Automate, SharePoint, knowledge bases).

Benefits

This is a long-term contract opportunity that includes a competitive benefit package!

Pay

N/A

Schedule

N/A