Copilot & AI Productivity Trainer (Financial Services)
elantisManhattan, NY
Copilot & AI Productivity Trainer (Financial Services)
elantisManhattan, NYSenior L5
Professional and Management Development TrainingComputer TrainingMiscellaneous Financial Investment Activities
APPLY NOWWe're looking for an experienced trainer to deliver live, in-person sessions on Microsoft Copilot and practical AI use for everyday productivity. Attendees are financial services professionals, so the training must be hands-on, relevant to their work, and mindful of compliance and data-security expectations.
Responsibilities:
- Deliver 1-3 in-person sessions of 1.5-2 hours each to groups of up to 75-90 people (or split cohorts, if the client prefers)
- Teach Microsoft 365 Copilot across Word, Excel, Outlook, Teams, and PowerPointCover prompt-writing techniques and real-world AI workflows: summarizing, drafting, research, data analysis, meeting follow-ups
- Tailor examples to financial services (reporting, client communication, analysis, internal documentation)
- Cover responsible AI use: data privacy, confidentiality, and awareness of firm policy and regulatory expectations
- Prepare slides, live demos, and a short handout or prompt guide
- Provide post-session support for questions (email or short office hours)
Required Qualifications:
- 10+ years delivering technical or software training to professional audiences
- Hands-on, working knowledge of Microsoft 365 Copilot and generative AI tools
- Proven ability to run live sessions for large groups and keep them engaged
- Experience or strong familiarity with financial services or another regulated industry
- Clear, confident communicator who can work with non-technical users through executives
- Available to work onsite in Manhattan
Preferred Qualifications:
- Microsoft certifications (e.g., AI-900, MS-900, or Microsoft Certified Trainer)
- Prior Copilot rollout or adoption-program experience
- Familiarity with Copilot governance, DLP, and security concepts
- Experience with Copilot Studio or agents
- DeliverablesTraining deck and demo scenarios
- Prompt cheat sheet or quick-reference guide
- Follow-up Q&A support after the sessions
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Level
Senior L5
Location
Manhattan, NY
Occupation
Training and Development Specialists
Industry
Professional and Management Development Training
Posted
7 days ago