✦ Luna Orbit — AI & Machine Learning

Untitled Position

at Company

Unknown Posted March 29, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years 2-5 years
Education Bachelor's degree required
Category AI & Machine Learning

About this role

AI Enablement Associate in Wealth Management Platforms focusing on deploying generative AI tools and agents, delivering adoption training, documenting advisor workflows, and coordinating cross-functional efforts to scale AI-enabled workflows.

Key Responsibilities

  • Support rollout and scaling of approved AI tools and AI Agents across Financial Advisor and WM teams
  • Assist in delivering hands-on engagement, including workflow walkthroughs, office hours, and training sessions
  • Document advisor workflows and translate into clear requirements and adoption materials
  • Coordinate day-to-day activities for adoption initiatives and track actions
  • Collaborate with crossfunctional partners to ensure smooth execution

Technical Overview

Role emphasizes governance and enablement of AI tooling in a regulated financial services setting; involves documenting workflows, building adoption assets, and collaborating with product/engineering teams.

Ideal Candidate

The ideal candidate is a mid-level AI/automation professional with 2-5 years in financial services, enthusiastic about generative AI, can translate complex tech into non-technical terms, and excels at coordinating stakeholders and documenting adoption strategies.

Must-Have Skills

2-5+ years of experience in financial servicesconsultingoperationstechnologyproductor change management roles.Bachelor's degree required.Strong interest in AIautomationand workflow improvement in a regulated environment.Demonstrated ability to translate complex technical solutions to a non-technical audience.

Nice-to-Have Skills

Exposure to Wealth ManagementFinancial Advisorsor client-facing teams preferred.Experience with AI tooling and governance.Change management or program delivery experience.

Required Skills

2-5+ years of experience in financial servicesconsultingoperationstechnologyproductor change management roles; Bachelor's degree; Strong interest in AIautomationand workflow improvement in regulated environment; Ability to translate complex technical solutions to non-technical audience; Generative AIAI Agentsadoption assetsprompt librariestrainingdocumentation

Hard Skills

Generative AIAI AgentsWorkflow documentationAdoption assetsPrompt librariesTraining sessionsCross-functional collaborationNon-technical audience communication

Soft Skills

Analytical thinkingWritten and verbal communicationStakeholder coordinationCuriosityAdaptability

Industry & Role

Industry Financial Services
Job Function AI enablement and adoption program management for Wealth Management Generative AI initiatives
Role Subtype Prompt Engineer

Keywords for Your Resume

ai enablement associategenerative aiai agentsadoption assetsprompt librariestraining sessionsdocumentationstakeholder coordinationfinancial serviceswealth managementchange managementregulated environmentnon-technical audiencebachelor's degree2-5 yearsGenerative AIAI Agentstrainingcommunication

Deal Breakers

Lack of bachelor's degree, No demonstrated interest in AI/automation in regulated environments, No ability to communicate complex tech to non-technical audiences

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