Luminary

AI Engineer

• Own end-to-end implementation of Luminary AI for each customer through prompt engineering and orchestration
• Translate firm practices into AI experiences tailored to customer workflows
• Design and configure firm-specific AI outputs, including document summaries, client memos, trust recommendations, insights, and other AI-powered workflows
• Define and own reusable prompt libraries, configuration templates, and implementation patterns
• Partner 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 by demonstrating AI capabilities and communicating the value of firm-specific customization
• Lead post-sale implementation and iteration, owning AI configuration, experimentation, and ongoing optimization
• Develop implementation playbooks and best practices to scale AI adoption across the customer base

Applied AI Lead