AI Delivery Lead

Role Name: AI Delivery Lead

Location: New York, NY

Interview: Face to Face Client Interview

Job Description: AI Delivery Lead

Role Overview:

The AI Delivery Lead is responsible for the end-to-end delivery of AI-powered Copilot agents within Brokerage’s COO and PMO domain. This role bridges delivery leadership with hands-on solution design, ensuring that agentic solutions built on Microsoft Copilot Studio are delivered on time, within scope, and aligned to business outcomes. The role requires close collaboration with Brokerage stakeholders, working group leads, and the broader vendor squad.

Key Responsibilities:

• Lead end-to-end delivery of AI agent solutions across PMO and COO use cases, managing scope, timeline, risks, and dependencies

• Provide hands-on solution design for Copilot Studio agents, including prompt architecture, RAG patterns, and connector strategy

• Architect retrieval-augmented generation (RAG) pipelines using SharePoint, Microsoft Graph, and custom connectors

• Design and maintain reusable prompt templates and patterns to ensure consistency across agent deployments

• Define and execute MCP (Model Context Protocol) and connector integration strategy across the engagement

• Implement governance and security controls including Entra ID integration and data boundary enforcement

• Coordinate with Brokerage acceptance testing and SME review working groups to ensure quality sign-off

• Build and maintain Power Automate workflows to support agent orchestration and business process automation

• Serve as the primary delivery interface between the *** vendor squad and Brokerage program leadership

Required Skills & Experience:

• Copilot Studio -mandatory; deep working knowledge of agent configuration, testing, and deployment

• Power Automate -advanced flow design including approvals, error handling, and business logic

• RAG design -hands-on experience with SharePoint, Microsoft Graph, and connector-based retrieval architectures

• Prompt architecture -ability to write, structure, and design reusable prompt patterns at scale

• MCP / connector strategy -experience defining and implementing integration approaches across enterprise tooling

• Governance & security -practical knowledge of Entra ID, data boundaries, and enterprise access controls

• Delivery leadership -proven track record managing AI or digital delivery programs in financial services

Preferred:

• Experience delivering AI solutions within a Tier 1 financial institution (banking, wealth management, or capital markets)

• Familiarity with Brokerage’s operating model, PMO structures, or COO domain

• Microsoft certifications in Power Platform, Azure AI, or Copilot Studio

• Experience working in vendor / managed services delivery models with client-side governance.