Applied AI Lead

About Luminary

Luminary powers how advisors connect their client’s financial assets with generational gifting and philanthropic giving goals.

Some $90 trillion will pass between generations in the decades ahead – and high net worth asset owners say they want their advisors to lead them through this process. However, more than 70% of these clients feel there is a large gap between the services they expect and what they are receiving.

At the heart of this disconnect is the lack of integrated technology systems – making delivery of wealth transfer advice and services costly and cumbersome. Luminary’s collaboration platform brings together wealth, legal, and tax advisors to help them deliver a delightful end to end experience to their clients.

Luminary was founded in 2022 and count many of the largest wealth managers, law firms, accounting firms and trust companies in the country as customers. We are backed by leading venture capital investors, prominent wealth management firms, and several family offices.

The Opportunity

The Applied AI Lead sits at the center of how our customers experience AI. This is a highly cross-functional role spanning product, engineering, sales, and customer success, focused on e