9 hours ago
Remote, United States or New York, NY, USAStaff+
Base Salary
$100k - $150k/yr
Responsibilities
- Own end-to-end customer implementations of Luminary AI through prompt engineering, orchestration, configuration, experimentation, and iteration.
- Design firm-specific AI outputs, including document summaries, client memos, trust recommendations, insights, and other AI-powered workflows.
- Create reusable prompt libraries, configuration templates, implementation patterns, playbooks, and best practices.
- Work directly with customers to understand trust and estate-planning decisions and improve AI quality, adoption, and workflow efficiency.
- Partner with Product and Engineering to turn customer learnings into reusable platform capabilities.
- Support sales processes by demonstrating AI capabilities and explaining firm-specific customization.
- Lead post-sale implementation and ongoing optimization as the primary owner of AI configuration and experimentation.
Requirements
- Experience with prompt engineering and orchestration and a strong intuition for useful production AI.
- Experience working directly with customers and translating ambiguous workflow needs into concrete product or implementation decisions.
- Ability to communicate technical concepts clearly to executives and practitioners, including experience supporting enterprise sales cycles or customer implementations.
- A product mindset focused on identifying cross-customer patterns and evolving requests into scalable capabilities.
- Financial-services literacy and interest in wealth transfer and trust and estate planning.
- Excellent written communication skills for producing polished, client-facing AI outputs.
- A builder’s mentality with an interest in rapid experimentation and continuous improvement.
Benefits
- 100% employee health insurance coverage plus 50% dependent coverage.
- Monthly wellness stipend.
- 20 days of annual PTO plus holidays.
- NYC office near Bryant Park.
- 401(k) plan.
- Parental leave policy.
- Opportunity to work closely with the CPO, CEO, and CTO on foundational product at a small, nimble company.
Categories
Forward Deployed
About Luminary
Luminary is a global B2C and B2B gender inclusive, professional education and networking platform with both physical and virtual options to join. Through expert-led programming, leadership training, networking, and our dynamic and diverse community, our mission is to uplift, upskill, and propel our community forward through all phases of their professional journeys. Luminary is open to all who wish to join, including our male allies. There is no application process to become a Member. If your desire is to grow and connect, we'd love to have you join our community. We invite you to... COME SIT AT OUR TABLE ™