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The opportunity

This is a hands-on delivery role for a Manager who designs, builds and deploys Microsoft AI and agentic solutions for financial services clients. The role owns delivery workstreams from design and use-case decomposition through configuration, build, integration, testing, pilot, deployment and adoption, working to the target architecture agreed with technical architecture.

The Manager will work with business leads, product owners, technology, data, security, risk, compliance and change teams. They will translate business processes and control requirements into working agent, automation and data designs, make practical platform and configuration decisions within the agreed architecture, and explain those decisions in plain language to business stakeholders.

The role requires current hands-on depth across Microsoft Copilot and agent technologies, the Power Platform, and the identity, data and governance services that make them safe in a regulated estate. It also requires the judgement to select the right boundary between Microsoft 365 Copilot, Copilot Studio, Cowork, Autopilots and Power Platform, and to recognise when a use case needs Azure AI Foundry, Azure OpenAI Service or custom Azure components and should be escalated for architectural design.

Strong relationships with Microsoft teams are important. The Manager will work day to day with the Microsoft Account team, Specialist Team Unit (STU) sellers and Global Black Belt (GBB) specialists to confirm platform fit, unblock technical issues, and support co-sell and co-build activity, solution showcases and follow-on pipeline growth.

Your key responsibilities

Solution design and use-case engineering

• Lead discovery across business journeys, processes, applications, data sources, integration touchpoints, entitlements and control requirements.
• Produce problem statements, design principles, future-state journeys, process maps, solution designs, agent specifications and role or operating-model impacts.
• Decompose prioritised use cases into agents, topics, tools, actions, workflows, connectors, knowledge sources, human approval points and operational controls.
• Recommend and justify platform choices across Microsoft 365 Copilot, Copilot Studio, Cowork, Autopilots and Power Platform, and escalate to solution architecture where a use case needs Azure AI Foundry, Azure OpenAI Service or custom Azure components.
• Prioritise use cases on value, feasibility, data readiness, risk and complexity, and build the business case across financial, customer, operational and risk outcomes.