Digital Enablement & AI Specialist

Position Summary:

Cerity Partners is seeking aDigital Enablementand AISpecialistto join ournewly formed DigitalWorkplaceteam in ourTechnologyorganizationasasubject matter expert for our productivity and collaboration platform stack. This role sits at the intersection of technology and the people who use it responsible for translating platformand AIcapabilities into practical guidance structured training programs and documented best practicesto deliver measurable business value toourcolleagues across the firmtoapply in their day-to-day work.

As our platform stack evolves rapidlyparticularly with AI-driven features rolling out acrossour platformthis role plays a critical part in ensuring every colleague is equipped to work effectively and confidently. TheDigital Enablementand AISpecialistpartners cross-functionallyacrossthe TechnologydepartmentandbroaderShared Services teams as well asour client facing an enablement resource and a two-way bridge: gathering what colleagues need from technology and translating what technology can deliver back into plain language.

Primary Responsibilities

• Productivity and CollaborationPlatform Training & Documentation

• Design build and maintain a centralized library of platformhow-to-guidesshort-form videos workflow playbooks prompt libraries and self-service resourcescovering the firms productivity and collaboration stack: Microsoft 365BoxZoom andClaudeas well astertiary workflow management tools such as Confluence and Asana.

• Collaborate with other platform teams (CRM WMOperationsand others) on cross-functional workflows where the productivity stack intersects with other firm applications

• Develop and deliver a structured technology onboarding program for new colleagues in partnership with Human Capitaland IT support.

• Conduct live training sessions virtually with minor travel expected for in-person training initiatives

• Maintain training content currency with platform feature releases with particular attention to the pace of AI-related updates across the stack

• Design and deliver training initiatives to support new platform rollouts feature changes and cross-platform workflow updates

• Maintain a centralized AI Hub or resource library

• Track training completion and adoption patterns; iterate content based on feedback andobservedusage

• Cross-Functional Enablement &Stakeholder Management

• Serve as amember of the newly formed DigitalWorkplaceteam contributing to the teams platform enablement and AI adoption strategy across the firm

• Function asatwo-way bridge between business teams and the Technology organization: gathering workflow needs from colleagues and translating them into documented requirements and translating technical capabilities into business-relevant guidance for non-technical stakeholders

• Communicate AI value across thefirm-focusing on training content and documentation for AI tools and AI-enhanced workflows

• Collaborate closely with IT infrastructure security and applications teams to align enablement with platform capabilities and governance

• Facilitate the firms AI champion networkenablingand sustaining peer-level AI advocates across business functions

• Contribute to building andmaintaininga firm-wide AI use case library -documented approved and accessible to all colleagues

• Translate AI capabilities into practical repeatable use cases; convert tool features intoreal businessvalue rather than abstract potential

• Participate in earlytesting and structured pilots of newproductivity andAI tools and features under consideration for enterprise deployment

• Partner cross-functionally on platform rollout communications including colleague-facing announcements training materials andchangecommunications for platform changes and new deployments

Required Qualifications:

• Bachelors degree in Information Systems Instructional Design Communications Business or a related fieldor equivalent practical experience

• 5 years of experience in application training digital adoption technical educationtechnologysupportor a closely related function

• Experience in client or customer serviceora user-facing technology role- anunderstanding of how non-technical colleagues experience and adopt technology is essential

• Demonstrated ability to create clear accessible documentation short-form videosand training materials for non-technical audiences

• Proficiencyacross the Microsoft 365 suite; working familiarity with Zoom and Box

• Demonstrable AI skills/prompt libraries or AIcertifications

• Strong verbal and written communication skills;this role presentsfacilitates and writes for colleagues at all levels of the firm

• Ability to manage multiple concurrent projects and content areas independently

• Comfortable operating in a fast-moving environment where platform features and AI capabilities changefrequently

Preferred Qualifications:

• Experience with LMS orDAPa plus

• Familiarity with financial services operationseven at a conceptual level

• ProSciPMPor equivalent change management credential

Compensation Range:

$80000 - $120000

WhyCerityPartners:

Our people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:

• Health dental and vision insurance day 1!

• 401(k) savings and investment plan options with 4% match

• Flexible PTO policy

• Parental Leave

• Financialassistancefor advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits