Copilot & AI Productivity Trainer (Financial Services)

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