Luminary - Applied AI Lead
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 owning 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 • Build and own the AI quality system, including evaluation datasets, automated evals, success metrics, and continuous monitoring to ensure outputs improve over time • 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 • Qualities we'd be excited to see in an applicant: • 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 • Strong technical fluency, including experience writing prompts, building evals, working with LLM APIs, tool calling, agent workflows, or other modern AI development patterns • Experience measuring AI quality through evaluation frameworks, benchmarks, or other systematic approaches—not just intuition • 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
Benefits
• You’ll have a rare opportunity to work alongside our CPO, CEO and CTO and learn from industry and tech leaders with decades of experience who have built and run multiple billion dollar+ companies • You’ll be a part of a small and nimble team where your work has measurable impact to the business’s success • You're excited to assume a critical role in building foundational product that will define the future of our business • You enjoy a fast-paced environment where we’re constantly shipping new product, and learning from customers and prospects • We earnestly believe that Luminary represents a one-of-a-kind opportunity to have massive impact at profitable scale —and to have a ton of fun along the way. • 100% employee health insurance coverage (plus 50% dependent coverage) • Monthly wellness stipend • 20 days per year of PTO, plus holidays • NYC office near Bryant Park • Parental leave policy • Compensation will depend upon many factors, including relevant experience. The salary range for this role is $120k-$150k, plus meaningful equity. • At this time, Luminary is unable to sponsor employment visas or provide immigration support.
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