About this role
The Applied AI Lead owns end-to-end implementation of Luminary AI for customers, using prompt engineering and orchestration to design firm-specific AI outputs and reusable prompt/configuration patterns. The role partners with product, engineering, sales, and customer success to support sales demos, run post-sale implementation and iteration, and develop playbooks to scale AI adoption.
Skills for this role
Prompt engineeringOrchestrationPrompt librariesConfiguration templatesAI implementationAI configurationAI experimentationAI optimizationDocument summarizationClient memo generationTrust recommendationsCustomer engagementEnterprise sales supportProduct mindsetFinancial services literacyTrust & estate planningWritten communicationWorkflow design