M365 Copilot Solution Engineer

Bank of America • Charlotte, NC

3d • Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for defining the engineering approach within an end-to-end technology stack. This job will align to a technical domain but acts as contributor to multiple cross functional teams. Key responsibilities include engaging in development and production environments to identify and improve performance/capacity issues and creating and ensuring system design technology solutions comply with enterprise standards. Job expectations include providing and contributing to improvements in solution design, testing, and delivery practices. The Global Productivity Architecture and Engineering organization is looking for a Microsoft Copilot Solutions Engineer to join our team. The candidate must be a self-motivated individual with experience in design, integration, and lifecycle management of Copilot-enabled solutions across the Microsoft 365 ecosystem, with a primary focus on Copilot Chat and Copilot Studio–based agents.. Serves as a fully seasoned/proficient technical resource; provides technical knowledge and capabilities as team member and individual contributor. The position requires strong technical and customer communication skills. Candidates should be able to directly engage with all stakeholders including security, compliance, data, user experience, business, engineering, procurement, and governance.

Requirements

• Analytical Thinking
• Collaboration
• Innovative Thinking
• Solution Delivery Process
• Solution Design
• Architecture
• Automation
• Influence
• Risk Management
• Technical Strategy Development
• Adaptability
• Application Development
• Business Acumen
• DevOps Practices
• Production Support
• LOB Specific Job Description
• Primary Skill Microsoft SSIS
• Minimum Years of Experience 5
• College degree in or equivalent hands-on experience
• 5+ years’ experience of working with enterprise class productivity platforms with artificial intelligence integration
• Hands-on experience with Microsoft 365 Copilot and Copilot Chat
• Experience with Microsoft 365 core workloads such as Teams, Exchange Online, SharePoint Online, OneDrive for Business
• Strong understanding of Microsoft Graph, Microsoft 365 data models, and Entra ID identity management
• Knowledge of Microsoft Purview DLP polices and compliance services that align to Copilot
• Proven solution ownership across full lifecycle
• Strong engineering reasoning and documentation skills, including detailed designs and test plans
• Experience operating in a regulated or high-control enterprise environment
• Ability to communicate complex AI capabilities clearly to non-technical stakeholders
• Strong written and verbal communication skills
• Self-motivated critical thinker, able to manage details and see the big picture
• Effective time management
• Excellent troubleshooting and problem-solving abilities
• Adaptable to changing responsibilities
• Strong interpersonal skills
• Collaborative; open to sharing ideas in a team setting
• Exceptional organizational and analytical skills; detail-oriented
• Works well in fast-paced environments; sense of urgency
• Capable of working with business and technical teams to build requirements
• Experienced with ITIL and Agile methodologies
• Proficient in English speaking and writing

Nice To Haves

• Knowledge of M365 and Azure design and security controls
• Experience with MS Foundry
• Experience with Microsoft Defender
• Experience with log analysis and reporting in Splunk
• Experience with enterprise security including TLS including SMTP over TLS, certificates, HSM
• Authentication mechanisms including domain authentication, OAuth/Modern Authentication, Kerberos
• Understanding of Financial Regulatory, Legal and Compliance requirements

Responsibilities

• Participates in solution-driven discussions, such as various Communities of Practice (COPs), contributes to the design of large or highly complex architectural designs, and finds creative solutions through their knowledge of the domain and operational constraints
• Produces detailed designs of infrastructure and application architecture components
• Ensures that execution aligns with product strategy by working with product management, product owners, and other stakeholders, contributing to the technology strategy for their technical domain
• Collaborates with Development and Infrastructure teams to understand technical solutions and provide the performance capabilities required in the application across the technology stack put forward by Solution Engineer Lead
• Mentors and guides more junior Engineers ensuring system design technology solutions comply with enterprise system design and engineering standards
• Lead the technical enablement of Microsoft 365 Copilot Chat experiences, including grounding on Microsoft Graph, SharePoint, OneDrive, and approved enterprise data.
• Prompt patterns and reusable Copilot interaction models, and chat-based productivity scenarios (research, summarization, ideation, decision support)
• Evaluate Copilot Chat usage patterns and identify opportunities for optimization and guardrail improvements
• Transition of repeat use cases into managed Copilot Studio agents
• Partner with Security and Compliance teams to ensure Copilot Chat access aligns with Bank identity, access, and data controls, and information protection and sensitivity labeling
• Design, build, and manage core infrastructure controls for Copilot Studio agents, including declarative and conversational agent design, integration with enterprise content and approved APIs, scenario-specific agents for Teams, business workflows, or executive support.
• Help Establish agent lifecycle management practices, including versioning and change management, testing validation, and lifecycle
• Define clear patterns for when to use Native Copilot Chat, Copilot Studio agents, and Power Platform integrations
• Ensure all Copilot solutions align with Microsoft 365 security and compliance capabilities, including Enterprise information governance and retention policies
• Responsible AI principles and usage expectations, including documenting AI usage decisions and safeguards in audit-safe language.
• Support regulatory, risk, and audit responses related to Copilot-enabled workflows

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees