Stifel Financial Corp. · 2 weeks ago
AI Automation Support Technician
Stifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and fresh ideas. The AI Automation Support Technician provides Level 1 support for AI tools, ensuring smooth adoption and user education while creating training materials and documentation.
BankingFinanceFinancial Services
Responsibilities
Provide Level 1 helpdesk support for Microsoft Copilot, Copilot Studio, and LangGraph agentic tools
Assist users with setup, permissions, and troubleshooting common AI-related issues
Create and maintain user documentation, FAQs, and internal knowledge base content
Develop short training videos and other educational materials demonstrating AI tool usage
Explain AI and LLM-related concepts—such as model “hallucinations,” data security, and responsible use—in business-friendly language
Promote adoption of AI tools to firm employees through clear communication and proactive user engagement
Identify recurring issues and escalate complex or technical problems to Level 2/3 support
Collaborate with IT, training, and AI operations teams to ensure smooth rollout of new features and updates
Qualification
Required
Working knowledge of Microsoft 365 and Copilot features
Familiarity with Microsoft Copilot Studio, Power Automate, or low/no-code automation tools (e.g., LangGraph, Microsoft Agent Flows)
Understanding of large language models (LLMs) such as ChatGPT, Claude, or similar—able to describe how they work and their common limitations
Experience creating short training or explainer videos using tools such as Loom, Camtasia, or Microsoft Stream
Excellent communication, documentation, and customer service skills
Strong problem-solving mindset with a proactive approach to learning new technologies
Minimum Required: High School degree or equivalent
Minimum Required: 1+ years' of experience in IT helpdesk, application support, or user training
Minimum Required: None
Preferred
Experience supporting enterprise AI or automation platforms
Exposure to Microsoft Power Virtual Agents, LangChain / LangGraph, or other agentic frameworks
Knowledge of data governance, AI ethics, and responsible AI use in business contexts
Experience managing or contributing to internal knowledge bases (e.g., SharePoint, Confluence)
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Recent News
2025-11-11
2025-11-11
2025-11-11
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