Based in Pretoria, with regular travel to Cape Town and other regional offices as required.
Qualifications, Experience & Skills
- Recognised AI qualification, certification or equivalent demonstrable expertise.
- Certifications in Generative AI, Prompt Engineering, AI Adoption, AI Governance or related disciplines from recognised providers such as Microsoft, Google Cloud, AWS or equivalent.
- Minimum of 2 years' practical experience using and training others on Generative AI tools such as Microsoft Copilot, ChatGPT, Claude or similar technologies in a business environment.
- Demonstrated ability to simplify complex technical concepts for non-technical audiences.
- Strong facilitation, presentation, training and coaching capabilities.
- Excellent written and verbal communication skills.
- Proven ability to design and deliver structured learning programmes.
- Valid driver's licence and own transport.
- Ability to travel regularly for on-site training delivery.
Travel Requirements
- Valid driver's licence and own transport required.
- Ability to travel up to three times per month for periods of three or more days.
- Travel will involve delivering workshops, hands‑on labs, coaching sessions and enablement programmes across offices.
- Approved travel expenses will be reimbursed in accordance with company policy.
Purpose of the Role
The AI Trainer & Enablement Lead will be responsible for developing AI literacy and practical AI capability across the organisation. The primary objective is to equip advisers and non-technical employees with the knowledge, skills and confidence to utilise approved Generative AI and Agentic AI tools safely, effectively and responsibly.
The role is focused on training, adoption and change enablement. Over the seven‑month contract period, the successful candidate will design and deliver a structured learning programme while establishing a sustainable network of AI Champions who will continue driving AI adoption after the contract concludes.
Key Outcomes
During the contract period, the successful candidate will:
- Deliver comprehensive training programmes that advance employees from AI awareness to confident day‑to‑day use of approved AI technologies.
- Establish a baseline level of AI literacy across advisory, operational and support teams.
- Train employees to effectively interact with Generative AI and Agentic AI systems through structured prompting techniques, clear instructions, defined boundaries and human oversight.
- Promote responsible AI usage by educating employees on governance, privacy, security and risk‑management practices.
- Equip employees to recognise and mitigate risks associated with AI systems interacting with personally identifiable information (PII), financial information and client records.
- Develop and enable a network of regional AI Champions who will provide ongoing support, training and knowledge sharing within their respective business units.
- Deliver sustainable learning assets, including curricula, training materials, guides and capability‑building frameworks that will remain in use after the completion of the contract.
Key Responsibilities
1. Assessment & Planning
- Assess current levels of AI adoption, capability and sentiment across business units through surveys, interviews and observation.
- Evaluate existing AI use cases, challenges and opportunities.
- Design a comprehensive seven‑month training and enablement roadmap.
- Develop role‑based learning pathways with measurable learning outcomes for different user groups.
2. Training Delivery & Capability Building
- Deliver instructor‑led workshops, practical labs, coaching sessions and virtual learning programmes.
- Provide in‑person and remote training to individuals, teams and business units.
Train employees on practical AI applications, including:
- Content creation and drafting
- Summarisation and analysis
- Research and information gathering
- Document review and processing
- Meeting preparation and productivity enhancement
- Teach effective prompting techniques and output evaluation methods.
- Demonstrate how to interact with AI agents and knowledge‑based AI systems effectively.
- Provide tailored coaching to support adoption and practical implementation.
- Practical exercises
- Reference guides
- Job aids
- Knowledge assessments
3. AI Champion Programme
- Identify AI Champions across offices and business units.
- Develop and deliver a Champion Enablement Programme.
- Equip Champions to act as local trainers, mentors and first‑line support resources.
- Establish a sustainable community of practice to continue AI learning and adoption across the organisation.
- Provide ongoing coaching and support to Champions throughout the contract period.
- Educate employees on AI governance standards and acceptable‑use policies.
- Clearly communicate which data may and may not be used within approved and non‑approved AI platforms.
- Train employees on the responsible use of AI systems involving sensitive and regulated information.
- Promote understanding of privacy and compliance obligations associated with AI adoption.
- Deliver training on the risks of AI agents interacting with personally identifiable information (PII).
- Teach practical risk mitigation techniques, including:
- Redaction and masking of client data
- Use of synthetic data
- Controlled testing environments
- Approval and escalation processes
- Audit and logging practices
5. Change Management & Adoption
- Drive organisational adoption of AI through structured change‑management initiatives.
- Facilitate workshops, drop‑in clinics and community engagement sessions.
- Address resistance to AI adoption through education, awareness and practical demonstrations.
- Position AI as a productivity and capability‑enhancement tool rather than a replacement for employees.
- Share success stories, use cases and adoption wins across the organisation.
- Foster an ongoing culture of innovation, learning and responsible experimentation.
6. Advisory & Support
- Provide individual and team‑based AI support as required.
- Act as a trusted advisor to managers, business leaders and AI Champions.
- Support business units with practical AI implementation and adoption challenges.
- Assist with the identification and evaluation of new AI use cases.
7. Measurement & Reporting
- Report monthly against the approved training roadmap and learning objectives.
- Establish baseline metrics and monitor:
- User confidence
- Practical application
- Productivity improvements and time savings
- Track participation, engagement and learning outcomes.
- Provide recommendations for ongoing AI capability development beyond the contract period.
- Present a post‑contract AI adoption roadmap to business leadership.
Advantageous Experience
- Experience within financial services, wealth management, insurance or other highly regulated environments.
- Experience implementing or training users on Microsoft 365 Copilot and AI‑enabled productivity tools.
- Familiarity with low‑code/no‑code AI agent platforms.
- Background in adult learning, instructional design or learning and development.
- Change‑management experience supporting technology adoption initiatives.
- Experience establishing and managing champion or ambassador networks.