Applied AI Lead

What you’ll do

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

Why you’ll love working here…

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