Overview
Remote
On Site
$150 - $250 hourly
Contract - W2
Contract - Temp
Skills
SAINT
Marketing Operations
Insurance
SAFE
Privacy
Black-box Testing
Research
Microsoft Excel
Securities
Workflow
Mentorship
Financial Services
Fluency
Regulatory Compliance
SEC
Clarity
Finance
Artificial Intelligence
Messaging
Job Details
RESPONSIBILITIES:
Kforce has a client in Saint Louis, MO that is seeking a Licensed Security Professionals AI SME for the development of a 4-6 hour "AI in Practice" certification program.
Summary:
We are seeking a high-level Licensed Securities AI Subject Matter Expert to lead the development of our "AI-First" professional certification for the financial services sector. This role is for a practicing or veteran professional-someone who understands the nuances of investment advising, insurance, and securities, and is already leveraging AI to transform their own practice. In this role, you will act as the "strategic voice" of the AI Learning Lab for the finance subgroup. You will partner with the Director of AI Learning & Enablement to move beyond generic AI theory and into "Knowledge and Action" modules that teach financial professionals how to use LLMs, agents, and predictive tools to scale their business while maintaining strict regulatory compliance.
Responsibilities:
* Develop applied learning activities that show licensed professionals how to integrate AI into their specific workflows (e.g., automated portfolio commentary, AI-driven lead qualification, and document synthesis for compliance)
*Build modules that emphasize the ethical and safe use of AI in finance-addressing data privacy, avoiding "black box" logic, and maintaining human-in-the-loop oversight for fiduciary responsibilities
* Record video lessons and podcast-style segments (approximately 2 hours of recording) that translate your "field wisdom" into actionable training for other professionals
*Introduce and recommend specific AI agents and toolsets (e.g., custom GPTs for research, AI-powered Excel add-ins, or sentiment analysis tools) that are relevant to the securities industry
* Identify repetitive administrative tasks within the securities ecosystem that are ripe for AI automation, helping learners "reclaim their time" for high-value client advisory work
REQUIREMENTS:
* Professional Credentials: Must hold (or have held) relevant licenses in the securities or financial services industry (e.g., Series 7, 65/66, or equivalent insurance/advisory designations)
* AI-First Mindset: You are an active practitioner of AI in your own professional workflow; You should be comfortable explaining how you use LLMs or agents to solve real-world financial problems
* Subject Matter Authority: Experience as a trainer, mentor, or speaker within the financial services space is highly valued
* Regulatory Fluency: A deep understanding of the compliance landscape (FINRA, SEC, etc.) and how AI can be implemented without compromising professional standards
* Clarity in Ambiguity: Ability to thrive in a "pilot" phase, helping us define what a "Gold Standard" AI certification looks like for the finance industry
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce has a client in Saint Louis, MO that is seeking a Licensed Security Professionals AI SME for the development of a 4-6 hour "AI in Practice" certification program.
Summary:
We are seeking a high-level Licensed Securities AI Subject Matter Expert to lead the development of our "AI-First" professional certification for the financial services sector. This role is for a practicing or veteran professional-someone who understands the nuances of investment advising, insurance, and securities, and is already leveraging AI to transform their own practice. In this role, you will act as the "strategic voice" of the AI Learning Lab for the finance subgroup. You will partner with the Director of AI Learning & Enablement to move beyond generic AI theory and into "Knowledge and Action" modules that teach financial professionals how to use LLMs, agents, and predictive tools to scale their business while maintaining strict regulatory compliance.
Responsibilities:
* Develop applied learning activities that show licensed professionals how to integrate AI into their specific workflows (e.g., automated portfolio commentary, AI-driven lead qualification, and document synthesis for compliance)
*Build modules that emphasize the ethical and safe use of AI in finance-addressing data privacy, avoiding "black box" logic, and maintaining human-in-the-loop oversight for fiduciary responsibilities
* Record video lessons and podcast-style segments (approximately 2 hours of recording) that translate your "field wisdom" into actionable training for other professionals
*Introduce and recommend specific AI agents and toolsets (e.g., custom GPTs for research, AI-powered Excel add-ins, or sentiment analysis tools) that are relevant to the securities industry
* Identify repetitive administrative tasks within the securities ecosystem that are ripe for AI automation, helping learners "reclaim their time" for high-value client advisory work
REQUIREMENTS:
* Professional Credentials: Must hold (or have held) relevant licenses in the securities or financial services industry (e.g., Series 7, 65/66, or equivalent insurance/advisory designations)
* AI-First Mindset: You are an active practitioner of AI in your own professional workflow; You should be comfortable explaining how you use LLMs or agents to solve real-world financial problems
* Subject Matter Authority: Experience as a trainer, mentor, or speaker within the financial services space is highly valued
* Regulatory Fluency: A deep understanding of the compliance landscape (FINRA, SEC, etc.) and how AI can be implemented without compromising professional standards
* Clarity in Ambiguity: Ability to thrive in a "pilot" phase, helping us define what a "Gold Standard" AI certification looks like for the finance industry
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.