Modern Workplace Solution Engineer

Microsoft Copilot Solutions Engineer

Midtown Manhattan (Full-Time)

A prestigious investment firm in Midtown Manhattan is seeking a Microsoft Copilot Solutions Engineer to join its Workplace Technology team. This pivotal role is ideal for a tech-savvy innovator who can harness Microsoft 365 tools particularly Copilot and Power Platform to automate workflows and deliver enterprise-wide AI-enhanced solutions.

In this role you will engage with cross-functional teams, including business, technology, security services, product management, and delivery teams, leading technical discussions, providing training, and demonstrating technologies to diverse audiences.

What You ll Do:

• Serve as the SME for Microsoft Copilot and Power Platform
• Architect and deliver automation strategies using M365 technologies
• Collaborate globally to identify and address business needs, leveraging M365 technologies for workflow optimization.
• Lead technical discussions and provide training sessions, ensuring seamless adoption of new technologies across teams.
• Perform detailed Root Cause Analysis to troubleshoot and resolve complex issues.
• Partner with global stakeholders to analyze needs and streamline processes
• Create documentation and support materials

Qualifications:

• 10+ years professional experience and Microsoft tech stack expertise in large-scale environments
• Enterprise M365, including SharePoint, Teams, and OneDrive experience
• Hands-on experience with Power Platform and Copilot integration
• Strong knowledge of SharePoint workflows, Azure AD, and scripting
• Development experience with Python and C#.
• Passionate about merging AI with business efficiency
• Proven success in financial services settings preferred
• Outstanding communication and presentation skills
• Capability to perform detailed Root Cause Analysis for complex technical problems.
• Availability to support a 24x7 production environment

This is a high-impact, full-time opportunity to modernize workflows at a global scale while working in a collaborative, fast-paced financial services environment.