Copilot & AI Productivity Trainer (Financial Services)

Posted today

elantisManhattan (NY)

Training and Development Specialists Professional and Management Development Training

SENIORITY

Senior

Apply

About the role

We'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 Power Point Cover 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 Deliverables Training deck and demo scenarios Prompt cheat sheet or quick-reference guide Follow-up Q&A support after the sessions

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.