Copilot & AI Productivity Trainer (Financial Services)

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

Deliverables

• Training deck and demo scenarios
• Prompt cheat sheet or quick-reference guide
• Follow-up Q&A support after the sessions