Build our AI enablement program from the ground up. Establish the framework, resources, training, communication, and processes that will support AI adoption across Advisors Excel.
Make AI practical for our teams. Develop role-based training, playbooks, prompt libraries, office hours, and other resources that help employees understand how to use AI effectively in their day-to-day work.
Support marketing analytics projects through data preparation, validation, and dashboard development.
Assist with data lake updates and management by loading and refreshing data, maintaining tables, and performing data hygiene and quality assurance checks.
