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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in prompt engineering and orchestration to create tailored AI experiences for customers, while effectively communicating technical concepts and leading implementation efforts in the financial services domain.
Highest-signal resume keywords
Prompt EngineeringAI Workflow OptimizationCustomer Implementation SupportFinancial Services LiteracyExcellent Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Prompt EngineeringAI ConfigurationDocument SummarizationClient Memo DevelopmentTrust RecommendationsImplementation PatternsReusable Prompt LibrariesConfiguration TemplatesAI ExperimentationScalable Product Capabilities
Soft Skills
Customer CollaborationCommunication of Technical ConceptsBuilder's MentalityIntuition for AI UtilityAbility to Translate Workflow Needs
Industry Keywords
Financial ServicesWealth TransferTrust & Estate PlanningEnterprise Sales CyclesAI Adoption
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Experience with prompt engineering and orchestration
- Strong intuition for what makes AI genuinely useful in production
- Comfort 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
- Experience supporting enterprise sales cycles or customer implementations
- Product mindset and ability to identify patterns across customers and develop scalable product capabilities
- Financial services literacy and curiosity about wealth transfer and trust & estate planning
- Excellent written communication skills and ability to produce polished, client-facing AI outputs
- Builder's mentality with willingness to experiment and iterate quickly
- Must be able to work without employment visa sponsorship or immigration support
Benefits
Comp & perks- 100% employee health insurance coverage (plus 50% dependent coverage)
- Monthly wellness stipend
- 20 days per year of PTO, plus holidays
- NYC office near Bryant Park
- 401(k) plan
- Parental leave policy
- Meaningful equity
