Applied AI Lead

Applied AI Lead at Luminary.

About the role In this pivotal role, you will be responsible for embedding artificial intelligence into the client experience at Luminary.

By working closely with customers, you will tailor AI functionalities to meet their unique workflows and requirements.

Your expertise will be essential in translating client needs into actionable AI solutions, ensuring that the quality of AI outputs is continuously improved through systematic evaluation and iteration.

Key facts Location: Remote/Hybrid Engagement: Full-time Compensation: $120,000 - $150,000 salary plus significant equity Team: Product Development

What you'll do

• Oversee the comprehensive integration of Luminary's AI solutions for each client, designing prompts and coordinating workflows to align AI capabilities with their operational practices.
• Create and personalize AI-generated outputs, including document summaries, client memos, and trust recommendations, ensuring they meet client preferences and established guidelines.
• Build and manage a repository of reusable prompts, configuration templates, and implementation strategies to streamline future projects.
• Collaborate with clients to gain insights into their decision-making processes related to trust and estate planning, identifying opportunities to boost AI effectiveness, adoption rates, and operational efficiencies.
• Develop and implement a quality assurance framework for AI outputs, which includes creating datasets for evaluation, automated assessment tools, performance metrics, and ongoing monitoring to ensure continuous improvement.
• Partner with Product and Engineering teams to convert client feedback into scalable features for the platform, moving beyond one-off customizations.
• Support the sales process by demonstrating AI capabilities, articulating the benefits of tailored AI solutions, and assisting potential clients in envisioning how AI can be integrated into their practices.
• Lead the implementation and refinement process post-sale, taking the lead on AI configuration, experimentation, and ongoing optimization efforts.
• Create comprehensive implementation guides and best practice documentation to promote the widespread adoption of AI solutions among our client base.

Requirements

• Proven experience in prompt engineering and workflow orchestration, with a deep understanding of how to derive real-world value from AI applications.
• Strong client engagement skills, with the ability to ask probing questions and translate ambiguous workflow requirements into clear product or implementation strategies.
• Solid technical background, including hands‑on experience with prompt creation, developing evaluation frameworks, interacting with LLM APIs, and managing agent workflows or similar AI development techniques.
• Experience in assessing AI quality through established evaluation frameworks, benchmarks, or systematic methods that go beyond subjective measures.
• Ability to communicate complex technical concepts effectively to both senior executives and operational teams, with prior experience in supporting enterprise sales or client implementation initiatives.
• A product-oriented mindset, with a knack for identifying common patterns among clients and envisioning how individual requests can evolve into scalable product solutions.
• A builder's mentality, comfortable with experimentation, rapid iteration, and the ongoing enhancement of both products and processes.
• Nice to have
• Familiarity with the financial services sector, particularly a keen interest in wealth transfer and trust and estate planning.
• Strong written communication abilities, with an emphasis on producing polished, client-ready AI outputs.

Skills & tools

• Prompt Engineering
• LLM APIs
• Agent Workflows
• Evaluation Frameworks
• Practical notes
• Luminary does not currently provide sponsorship for employment visas or immigration assistance.

Benefits

• Health insurance coverage (100% for employees, 50% for dependents)
• Monthly wellness stipend
• 20 days of paid time off
• Holidays
• 401(k) retirement plan
• Parental leave

The New York City office is conveniently located near Bryant Park.

In this role, you will play a crucial part in shaping the future of AI integration within client workflows at Luminary.

Your contributions will not only enhance the client experience but also drive the evolution of our AI capabilities, making this an exciting opportunity for someone passionate about applied AI and client engagement.

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