{"id":990202,"url":"https://alion.io/job/tolleson-wealth-management-automation-solution-analyst","title":"Automation Solution Analyst","company":{"id":708255,"name":"Tolleson Wealth Management","domain":"tollesonwealth.com","url":"https://alion.io/company/tolleson-wealth-management","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Analytics","role_family":"Analytics","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":67000,"max_usd":127000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":900},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"AI Agents","optional":false},{"name":"Copilot","optional":false},{"name":"Copilot Studio","optional":false},{"name":"Power Automate","optional":false}],"status":"live","first_seen_at":"2026-04-17T18:37:19Z","employer_posted_date":"2026-04-17","last_verified_at":"2026-10-19T02:07:05Z","board_verified":true,"closed_at":null,"days_open":184,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":183},"description":"POSITION DESCRIPTION: The Automation Solution Analyst sits at the intersection of business process, automation, and applied AI, translating stakeholder needs into practical, scalable solutions using Microsoft Power Platform, Copilot Studio, and reusable automation patterns. This role focuses on designing, configuring, supporting, and maintaining automation solutions that deliver fast, repeatable value while maintaining appropriate governance, security, and long-term maintainability. \nThe role emphasizes strong process understanding, sound judgment, and thoughtful application of AI-assisted capabilities. By staying current with workflow automation, Copilot, and emerging AI approaches, the Automation Solution Analyst helps reduce manual effort, improve operational efficiency, and deliver measurable business impact across the organization.\nDUTIES and RESPONSIBILITIES:\nDesign, configure, support, and maintain automation solutions, including workflows and AI-assisted capabilities, using Microsoft Power Automate, Copilot Studio, or similar platforms\nBuild, test, and deploy automations with a focus on stability, scalability, security, and long-term maintainability\nMonitor automations, troubleshoot issues, and recommend enhancements or refinements\nPartner with business teams to identify, document, and optimize processes suitable for automation\nTranslate business requirements into clear automation and solution designs, applying AI selectively where it adds value\nAssess automation feasibility and recommend the appropriate level of solution complexity, balancing speed, governance, and operational impact\nFollow governance, security, and compliance best practices while enabling rapid value delivery\nCreate and maintain clear documentation, solution notes, and training materials for end users and business partners\nCollaborate with business operations, Salesforce development, and database teams to ensure solutions are appropriately scoped and handed off when needed\nStay current on workflow automation, Microsoft Power Platform, and Copilot capabilities, recommending practical enhancements and new use cases\nOther duties as assigned by management \nMINIMUM POSITION REQUIREMENTS:\nBachelor’s degree from accredited university, focus in MIS or Computer Science preferred\n3-5 years of experience working in automation, process improvement, and/or business systems analysis\nStrong ability to understand, map, and break down business processes into clear, actionable components\nHands-on experience with or strong exposure to workflow automation tools (e.g., Microsoft Power Automate or similar platforms)\nStrong analytical and problem-solving skills\nExcellent written and verbal communication skills\nAbility to maintain extreme confidentiality in dealing with client matters\nMust consent to and have favorable consumer report and background check\nOTHER ESSENTIAL CANDIDATE TRAITS:\nSystem oriented software design mentality, knowing when to leverage AI tools\nGeneral understanding of Agentic AI concepts and where agent-based approaches may be appropriate within business workflows\nAbility to translate product requirements and high-level designs into low-level, implementation ready designs\nAbility to reason end-to-end across product, data, and infrastructure\nAbility to be proactive and anticipate issues; works quickly and proactively to solve them\nWillingness to learn, expand responsibility\nNO AGENCIES PLEASE\nNo calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. \nTolleson Wealth Management is an Equal Opportunity Employer","description_format":"text","description_chars":4114,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Family Offices"],"lifecycle":[{"event":"open","at":"2026-09-17T02:06:20Z"}],"visa":[],"liveness":{"score":7,"band":"cold","label":"Long shot","p_open":1,"p_active":0.247,"p_room":0.28,"age_days":182,"expected_fill_days":32,"reasons":["conf:1","urgency","win:tail","crowd:"],"computed_at":"2026-10-17T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/tolleson-wealth-management-automation-solution-analyst","json_url":"https://alion.io/job/tolleson-wealth-management-automation-solution-analyst.json","meta":{"generated_at":"2026-10-19T04:35:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2740,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708255},"rest":"https://alion.io/mcp/rest/get_company?id=708255"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftolleson-wealth-management-automation-solution-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftolleson-wealth-management-automation-solution-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftolleson-wealth-management-automation-solution-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/tolleson-wealth-management-automation-solution-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftolleson-wealth-management-automation-solution-analyst"}]}