Role Summary

The Lead Workplace Experience Engineer 6 Power Platform is responsible for the architecture, operational governance, and full lifecycle management of the Microsoft Power Platform and Copilot capabilities as enterprise services, ensuring environments are designed, secured, operated, and scaled in alignment with firm standards. This role owns environment and capacity strategy, production readiness, change and release controls, security and DLP enforcement, operational monitoring, and lifecycle hygiene across development, test, and production environments, including those supporting Copilot Studio agents, AI-powered automations, and generative experiences.

The role partners closely with architecture, security, compliance, and business teams to enable governed adoption of AI, ensuring appropriate data access, usage controls, cost management, and risk mitigation for Copilot and agent-based solutions. Acting as the first line of operational accountability, this role ensures platform and AI service reliability, regulatory alignment, and long-term sustainability, translating architectural intent, AI policy, and platform standards into enforceable, repeatable operational practices across the organization.

Responsibilities

• Leads enterprise programs and multi-workstream initiatives for Power Platform and Copilot services, delivering scope through planning, execution, risk management, and cross-functional stakeholder communication; serves as the firm 2 operational authority and standards owner for the platform.
• Operates independently with full autonomy over the Power Platform and Copilot operational domain; mentors senior engineers and consultants, and represents Infrastructure Operations in architecture, security, compliance, and AI governance forums.
• Owns environment and capacity strategy across development, test, and production tenants, including environments supporting Copilot Studio agents, AI-powered automations, and generative experiences, ensuring scalability, resiliency, and cost efficiency.
• Defines and enforces production readiness, change, and release controls for Power Platform and Copilot deployments, including managed promotion paths, solution ALM, and repeatable release governance that enables Labs and PACE teams to move quickly within defined guardrails.
• Establishes and enforces DLP policies, connector governance, access controls, and data exposure controls for Power Platform, Copilot, and agent-based solutions, ensuring alignment with firm security, privacy, and regulatory standards.
• Leads operational monitoring, telemetry, and observability strategy for Power Platform and Copilot services, directing capacity, consumption, and cost management to prevent environment sprawl and unmanaged AI agents.
• Leads Level 3 incident response and problem management for Power Platform, Copilot, and AI-enabled automation services, driving rapid service restoration, root cause analysis, and systemic preventive actions to meet service-level objectives.
• Directs lifecycle hygiene practices across environments, solutions, connectors, and AI agents, reducing lifecycle debt and ensuring that business-led solutions mature into supportable enterprise services.
• Partners with TRP Labs, PACE delivery pipelines, and business technology teams to transition successful proofs of concept and experimental automations into governed, production-ready services without stalling innovation.
• Shapes the operational roadmap for Power Platform, Copilot Studio, and AI governance capabilities, defining reference architectures, standards, and guardrails that scale from personal productivity to enterprise use cases.
• Partners with Identity Services, Security, and Data Governance teams to design access, authentication, information protection, and data loss prevention patterns for AI and agent-based solutions, including oversharing risk reduction for Copilot.
• Defines and maintains agent inventories, AI taxonomies, usage tracking, and risk review processes, translating AI policy and platform standards into enforceable configuration and repeatable operational practices.
• Plans and executes platform updates, vulnerability response, and configuration changes across Power Platform and Copilot services, including pre-production validation, change control, rollback planning, and coordination with Security and Infrastructure teams.

Business Knowledge

• Possesses a strong understanding of the asset management industry and internal business units, enabling navigation of key partners and a clear view of how Power Platform and Copilot capabilities translate into business impact.
• Monitors platform utilization, capacity, and AI/API consumption trends, raises awareness across teams, and addresses excesses, shortages, and cost anomalies across Power Platform and Copilot services.

Qualifications

Required:

• BS or MS degree (or equivalent experience) and 7+ years of relevant experience in infrastructure operations, platform engineering, or enterprise collaboration services.
• Requires deep expertise in infrastructure operations and advanced knowledge of related disciplines including identity, security, and cloud platform governance.
• Deep understanding of Microsoft Power Platform administration (environment strategy, DLP policies, connectors, ALM) and Power Platform Admin Center at enterprise scale.
• Hands-on experience operationalizing Microsoft 365 Copilot and Copilot Studio, including agent design considerations, access governance, readiness, adoption support, and monitoring of user-impacting issues.
• Proven experience defining and enforcing governance, DLP, access, and lifecycle controls for AI-enabled or agent-based solutions in a regulated enterprise environment.
• Strong grounding in Microsoft 365, Entra ID, and information protection concepts (sensitivity labels, DLP, retention) as they apply to Power Platform and Copilot workloads.
• Root cause analysis skills for investigating incidents impacting platform availability, AI service behavior, and agent reliability.
• Stays abreast of industry trends and technologies, especially in Power Platform, Copilot, generative AI, and AI governance.
• Proven ability to lead enterprise-scale programs, set standards across multiple teams, and mentor senior engineers and consultants.

Preferred:

• Experience operating Copilot Studio agents at enterprise scale, including agent inventories, usage tracking, risk review, and lifecycle management.
• Familiarity with PACE-style delivery pipelines, managed solution promotion, and ALM for low-code/AI platforms.
• Experience partnering with innovation or experimentation groups (e.g., TRP Labs) to productionize proofs of concept under governed guardrails.
• AI/ML governance experience, including AI taxonomies, responsible AI frameworks, and regulatory alignment for AI-enabled services.
• Microsoft Purview capabilities supporting Power Platform and Copilot workloads (sensitivity labels, DLP, retention, eDiscovery).
• Automation and scripting for administration and governance (PowerShell, Microsoft Graph, Power Platform CLI) to standardize configuration, reporting, and policy enforcement.
• Experience with cost and consumption management for Power Platform, Azure-connected services, and AI APIs.
• Exposure to financial services regulatory environments and associated data protection, records management, and audit requirements.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to three days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual 2 relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits