Implementation & Support Specialist
Luminary
Implementation & Support Specialist
Luminary
Digital workflow for trust estate management
About Luminary
Luminary is an AI-native system of action for wealth transfer, connecting clients’ assets with generational gifting and philanthropic goals.
$90 trillion will pass between generations in the decades ahead, yet more than 70% of high-net-worth clients report a large gap between the services they expect and what they receive. Luminary solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services.
Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflows position us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution.
Luminary was founded in 2022 and is backed by leading venture capital investors, prominent wealth management firms, and several family offices.
The Opportunity
As an Implementation & Support Specialist at Luminary, you’ll own the hands-on work of getting new customers live on the platform and keeping them successfully supported day-to-day, as we continue to rapidly scale.
You’ll be the customer’s primary point of contact through onboarding — configuring their tenant, delivering training, and troubleshooting issues — and their first line of support once they’re live. You’ll work closely with our Customer Success Managers, who own the strategic relationship and account outcomes, while you drive the tactical execution and product expertise that make onboarding and support feel seamless.
This role is a strong fit for someone who enjoys conducting discovery to understand customers’ specific goals and needs, and applying their deep product expertise to deliver a bespoke, clear onboarding experience for each customer. This role offers significant early exposure to customers and product at a fast-growing company.
What you'll do
Own the day-to-day execution of new client onboarding — tenant setup and configuration, joining alignment calls, training delivery, and hands-on support through go-live
Serve as a product expert for our customers, resolving inbound support requests directly and escalating to product, engineering, or the Customer Success team as needed
Execute and continuously improve our onboarding and support playbooks, Luminary Academy content, and supporting documentation
Surface recurring themes from onboarding and support interactions to inform our product roadmap
Qualities we'd be excited to see
2-4 years of experience in either wealth management or in a customer-facing onboarding/ implementation/support role in B2B fintech SaaS
Comfort building deep platform expertise and translating it into clear, confident training and support for non-technical users
Strong process orientation — you default to documenting, systematizing, and improving how things get done
Detail-oriented and highly responsive, with the judgment to know when to solve something yourself versus loop in the right teammate
High agency, proactive, and action-oriented
REAL — Resilient, Empathetic, Accountable, and Low-Ego
Why you’ll love working here
Represent a leading-edge vertical AI application defining a new product category that will transform an industry
Work alongside our co-founders — industry and tech leaders with decades of experience
Join a Customer Success team that collaborates on strategy, commercial assets, and execution
Thrive in a fast-paced environment where we're constantly shipping based on customer learnings
Luminary is a one-of-a-kind opportunity for massive impact at profitable scale — and a ton of fun along the way.
The salary range for this role is $100,000-$120,000. This role is eligible for a performance-based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.
Benefits we offer
We believe that happy, healthy employees will do their best work.
👩🏻⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)
🏖️ 4 weeks PTO
🍼 12-week parental leave
🛥️ 401(k) plan
🧘🏽♀️ Monthly wellness and commuter stipend
📚 Annual learning & development stipend
🏢 NYC office where much of the team works 3+ days a week
Luminary provides a workflow-driven platform for wealth managers to design, execute, and monitor trust estate strategies, with a focus on generational gifting and charitable giving. It digitalizes the traditional, manual process into a collaborative system that tracks tasks, milestones, and outcomes, enabling advisors to deliver trust and legacy services more transparently and with lower risk. The platform includes a robust workflow engine for strategy design and management, plus a visualization layer that highlights key metrics and quantifies value creation for clients. It also acts as a single source of truth (system of record) for monitoring and forecasting trust estate plans. Revenue comes from a subscription model in which financial advisors pay for access to the platform and its tools. Luminary’s goal is to streamline and clarify the wealth transfer process so advisors can serve clients more efficiently and strengthen relationships across generations.
Explore more opportunities at Luminary