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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree in Information Systems, Instructional Design, Communications, Business, or related field, or equivalent experience
- 5+ years experience in application training, digital adoption, technical education, technology support, or related function
- Experience in client or customer service or a user-facing technology role
- Demonstrated ability to create clear 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; presentation and facilitation experience
- 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
- Experience with LMS or DAP
- Familiarity with financial services operations
- ProSci, PMP, or equivalent change management credential
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
