Automation Solutions Analyst: AI-Driven Process Optimizer

Tolleson Wealth Management; Dallas (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Tolleson Wealth Management is seeking an Automation Solution Analyst to bridge business processes, automation, and AI. You will translate stakeholder needs into scalable automation using Power Platform, Copilot Studio, and reusable patterns to deliver measurable business impact.

The role emphasizes governance, security, and long-term maintainability, with strong process understanding and AI applied where it adds value. Training materials and end-user support are also part of the remit.

Qualifications

• Bachelor’s degree in MIS or Computer Science preferred.
• 3–5 years of experience in automation, process improvement, and/or business systems analysis.
• Strong ability to understand, map, and break down business processes into actionable components.
• Hands-on experience with workflow automation tools such as Power Automate.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to maintain extreme confidentiality in dealing with client matters.
• Must consent to and have favorable consumer report and background check.

Responsibilities

• Design, configure, support, and maintain automation solutions, including workflows and AI-assisted capabilities, using Power Automate or Copilot Studio.
• Build, test, and deploy automations with a focus on stability, scalability, security, and long-term maintainability.
• Monitor automations, troubleshoot issues, and recommend enhancements or refinements.
• Partner with business teams to identify, document, and optimize processes suitable for automation.
• Translate business requirements into clear automation and solution designs, applying AI where it adds value.
• Assess automation feasibility and recommend appropriate level of solution complexity, balancing speed, governance, and impact.
• Follow governance, security, and compliance best practices while enabling rapid value delivery.
• Create and maintain clear documentation, solution notes, and training materials for end users.
• Collaborate with business operations, Salesforce development, and database teams to ensure proper scoping and handoff.
• Stay current on workflow automation and Copilot capabilities, recommending practical enhancements and new use cases.
• Other duties as assigned by management.

Job description

Tolleson Wealth Management is seeking an Automation Solution Analyst to bridge business processes, automation, and AI. You will translate stakeholder needs into scalable automation using Power Platform, Copilot Studio, and reusable patterns to deliver measurable business impact.

The role emphasizes governance, security, and long-term maintainability, with strong process understanding and AI applied where it adds value. Training materials and end-user support are also part of the remit.