Job Description
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a AI Copilot Enablement Consultant in Charlotte, NC (CIC - North Charlotte)(Hybrid). W2 Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
Contract Duration:
6+ Months with possible extensions Required Skills & Experience Experience implementing AI or Copilot solutions in an operational environment Including building knowledge-based tools or workflow optimization solutions. Prompt Engineering and AI Enablement (Copilot) Copilot SME Ability to design structured prompts with clear rules, constraints, and guardrails to ensure accurate, source-based outputs and minimize hallucination risk. Operational Process Mapping and Analysis Strong ability to break down complex operational workflows into structured, repeatable frameworks including LOB, scenarios, steps, systems, and escalation paths. Data Structuring and Knowledge Management (Excel or similar tools) Experience organizing and normalizing data into structured formats that support AI-driven solutions and consistent decision making. Securities Operations and Trade Lifecycle Expertise Deep understanding of trade processing, settlement, and operational risk controls across multiple functions within Securities Operations. Analytical Problem Solving and Risk Management Ability to assess complex operational issues, identify root causes, and implement solutions while balancing accuracy, compliance, and efficiency. Excellent communication along with Project Management skills for organization, communicate with stakeholders and influence. Desired Skills & Experience 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. Previous Wells Fargo experience is considered a strong asset, as it may accelerate onboarding and familiarity with internal systems and processes What You Will Be Doing 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 Driving Copilot initiatives 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 Lead implementation of 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
