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About the Role
The Applied AI Lead will ensure Luminary's AI capabilities deliver significant value within each firm's unique workflows and decision-making processes. This role involves understanding customer practices, implementing tailored AI solutions, and improving output quality through continuous evaluation and iteration. You will partner with prospects during sales, own post-sale implementations, and define best practices for AI adoption.
Responsibilities
- Own the end-to-end implementation of Luminary AI for each customer through prompt engineering and orchestration, translating how a firm practices into AI experiences that feel purpose-built for their workflows.
- Design and configure firm-specific AI outputs (e.g. document summaries, client memos, trust recommendations, insights, and other AI-powered workflows) to reflect each firm's preferences and standards.
- Define and own reusable prompt libraries, configuration templates, and implementation patterns.
- Partner with customers to understand how they make trust and estate planning decisions, uncovering opportunities to improve AI quality, adoption, and workflow efficiency.
- Partner with Product and Engineering to turn customer learnings into reusable platform capabilities rather than one-off customizations.
- Support the sales process by demonstrating AI capabilities, communicating the value of firm-specific customization, and helping prospects envision how AI will fit into their practice.
- Lead post-sale implementation and iteration, serving as the primary owner of AI configuration, experimentation, and ongoing optimization.
- Develop implementation playbooks and best practices that scale AI adoption across our customer base.
Requirements
- Experience with prompt engineering and orchestration, with a strong intuition for what makes AI genuinely useful in production.
- Comfort working directly with customers, asking thoughtful questions, and translating ambiguous workflow needs into concrete product or implementation decisions.
- Ability to communicate technical concepts clearly to both executives and practitioners, with experience supporting enterprise sales cycles or customer implementations.
- A product mindset—you naturally identify patterns across customers and think about how individual requests should evolve into scalable product capabilities.
- Financial services literacy and a genuine curiosity to go deep into the domain of wealth transfer and trust & estate planning.
- Excellent written communication skills, with an eye for producing polished, client-facing AI outputs.
- A builder's mentality—you enjoy experimenting, iterating quickly, and continuously improving both the product and the process.
Skills
- Prompt engineering
- Orchestration
- AI implementation
- Customer communication
- Technical concept communication
- Enterprise sales support
- Product mindset
- Financial services literacy
- Written communication
Location
- NYC office near Bryant Park
Work Type
- Full-time
Salary/Compensations
- $100k-$150k
Benefits
- 100% employee health insurance coverage (plus 50% dependent coverage)
- Monthly wellness stipend
- 20 days per year of PTO, plus holidays
- 401(k) plan
- Parental leave policy
About the Company
- Luminary powers how advisors connect their client’s financial assets with generational gifting and philanthropic giving goals.
- Some $90 trillion will pass between generations in the decades ahead – and high net worth asset owners say they want their advisors to lead them through this process. However, more than 70% of these clients feel there is a large gap between the services they expect and what they are receiving.
- At the heart of this disconnect is the lack of integrated technology systems – making delivery of wealth transfer advice and services costly and cumbersome. Luminary’s collaboration platform brings together wealth, legal, and tax advisors to help them deliver a delightful end to end experience to their clients.
- Luminary was founded in 2022 and count many of the largest wealth managers, law firms, accounting firms and trust companies in the country as customers.
- We are backed by leading venture capital investors, prominent wealth management firms, and several family offices.