Applied AI Lead

Luminary powers how advisors connect their clients’ financial assets with generational gifting and philanthropic giving goals. The Applied AI Lead owns customer-specific AI implementations, configuring prompts and workflows, partnering with customers and internal teams, supporting sales, and developing scalable 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