Customer Success Manager

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…