Copilot & AI Productivity Trainer (Financial Services)

Elantis; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Elantis seeks an experienced trainer to deliver hands-on, in-person sessions on Microsoft Copilot and practical AI for financial services professionals. Sessions are 1.5–2 hours, with live demos, prompts, and post-session support.

Trainer will tailor content to compliance, data privacy, and regulatory expectations, and deliver engaging large-audience sessions onsite in Manhattan.

Qualifications

• 10+ years delivering technical training to professional audiences.
• Hands-on knowledge of Microsoft 365 Copilot and generative AI tools.
• Proven ability to run live sessions for large groups and keep them engaged.
• Experience or 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.

Responsibilities

• Deliver 1–3 in-person sessions of 1.5–2 hours to groups of 75–90 people.
• Teach Microsoft 365 Copilot across Word, Excel, Outlook, Teams, and PowerPoint.
• 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).

Skills

Training delivery

Public speaking

Copilot knowledge

Generative AI

Financial services familiarity

Tools

Copilot Studio

Microsoft 365 Copilot

Job description

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 PowerPoint
• 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
• Follow-up Q&A support after the sessions