Position Summary:   Cerity Partners is seeking a Digital Enablement and AI Specialist to join our newly formed Digital Workplace team in our Technology organization as a subject 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 platform and AI capabilities into practical guidance, structured training programs, and documented best practices to deliver measurable business value to our colleagues across the firm to apply in their day-to-day work. As our platform stack evolves rapidly, particularly with AI-driven features rolling out across our platform, this role plays a critical part in ensuring every colleague is equipped to work effectively and confidently. The Digital Enablement and AI Specialist partners cross-functionally across the Technology department and broader Shared Services teams, as well as our client facing practices. Serve as 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 Collaboration Platform Training & Documentation Design, build, and maintain a centralized library of platform how-to-guides, short-form videos, workflow playbooks, prompt libraries and self-service resources covering the firm’s productivity and collaboration stack: Microsoft 365, Box, Zoom, and Claude, as well as tertiary workflow management tools such as Confluence and Asana. Collaborate with other platform teams (CRM, WM Operations and 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 Capital and 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 and observed usage Cross-Functional Enablement & Stakeholder Management Serve as a member of the newly formed Digital Workplace team, contributing to the team's platform enablement and AI adoption strategy across the firm Function as a two-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 the firm - 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 firm's AI champion network, enabling and sustaining peer-level AI advocates across business functions Contribute to building and maintaining a firm-wide AI use case library - documented, approved, and accessible to all colleagues Translate AI capabilities into practical, repeatable use cases; convert tool features into real business value rather than abstract potential Participate in early testing and structured pilots of new productivity and AI tools and features under consideration for enterprise deployment Partner cross-functionally on platform rollout communications, including colleague-facing announcements, training materials, and change communications for platform changes and new deployments Required Qualifications:  Bachelor's degree in Information Systems, Instructional Design, Communications, Business, or a related field, or equivalent practical experience 5+ years of experience in application training, digital adoption, technical education, technology support or a closely related function Experience in client or customer service, or a user-facing technology role - an understanding of how non-technical colleagues experience and adopt technology is essential Demonstrated ability to create clear, accessible documentation, short-form videos, and training materials for non-technical audiences Proficiency across the Microsoft 365 suite; working familiarity with Zoom and Box Demonstrable AI skills/prompt libraries or AI certifications Strong verbal and written communication skills; this role presents, facilitates, 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 change frequently Preferred Qualifications:  Experience with LMS or DAP a plus Familiarity with financial services operations, even at a conceptual level ProSci, PMP or equivalent change management credential  Compensation Range: $80,000 - $120,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a 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 Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Digital Enablement & AI Specialist.

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