AI Copilot Enablement Consultant

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