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William Blair · 4 months ago

Lead Technology Project Manager AI

Chicago, Illinois, United States

Full-time

Onsite

Senior Level, Lead/Staff

$161K/yr - $213K/yr

7+ years exp

William Blair is a Premier Global Partnership that has provided trusted advice for nine decades, focusing on investment banking and wealth management. They are seeking a Lead Technology Project Manager AI to lead strategic AI initiatives in Private Wealth Management, enhancing advisor effectiveness and operational decision-making through responsible AI implementation.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Apply project management and systems development life cycle expertise to identify, plan, and execute complex AI initiatives that enhance PWM’s strategic goals

Collaborate with business partners to define project vision, scope, goals, and deliverables for AI platforms and solutions

Develop comprehensive project plans, budgets, and stakeholder approval processes for both internal and vendor-led AI implementations through Agile program delivery

Monitor status of project roadmap and individual initiatives, proactively resolving issues and escalating risks that may impact success

Maintain current knowledge of AI and technology trends, best practices, and risks associated with emerging solutions. Share expertise with project teams and business unit leadership

Oversee the use of technology project management tools (e.g., Jira, Azure DevOps) to enhance delivery effectiveness and ensure consistent execution across initiatives

Proactively identify and resolve project issues; escalate risks and blockers to leadership as needed to maintain delivery momentum and alignment

Stay current on AI and wealth management technology trends, evaluating their potential impact on PWM’s business strategy and platform evolution

Develop strong relationships with PWM stakeholders and a deep understanding of advisor workflows, strategic goals, and business challenges

Identify opportunities to leverage AI and automation to achieve business strategies and improve advisor productivity

Collaborate with stakeholders to analyze project feasibility, cost/benefit, and strategic impact. Develop and maintain AI initiative roadmaps based on business priorities

Lead and manage both vendor-led and internally developed AI platforms, ensuring consistent execution standards, data integration, and stakeholder alignment across all initiatives

Lead platform evaluation and implementation for AI vendor tools to drive Private Wealth Management initiatives. Includes use case documentation, business requirements gathering, and integration planning

Manage internal AI platform initiatives in partnership with PWM’s AI Data Science team

Coordinate with the firm’s Central Technologies/Infrastructure team and PWM’s Data Engineering team to ensure infrastructure readiness and data integration for AI platforms

Drive agile sprint planning and execution across Data Engineering, Data Science, and external vendor teams

Maintain clear communication with leadership and stakeholders throughout the AI project lifecycle

Manage day-to-day operational aspects of AI projects, providing direction and support to internal teams and vendor partners

Ensure projects meet timing, budget, and quality objectives. Update plans as needed to meet evolving business needs

Ensure formal project closeout, including documentation of lessons learned, stakeholder reporting, and transition to ongoing support or enhancement phases

Support change management and AI solution adoption across the PWM business

Ensure PWM’s AI solutions are designed with advisor workflows in mind, incorporating feedback loops and usability testing to drive adoption and impact

Promote AI fluency by helping teams understand PWM’s AI capabilities, limitations, and use cases through documentation, demos, and training sessions

Qualification

AI/ML project managementCloud-based data pipelinesVendor managementFinancial services experienceAgile project managementAI/Machine Learning lifecycleData integrationCommunication skillsPMP certificationScrum certificationPythonSQLPower BIDatabricksChange management

Required

Bachelor's Degree in Computer Science, Information Systems, or a related field

7+ years of project/program management experience, including 3+ years delivering AI/ML, data science, or advanced analytics solutions

Proven ability to manage complex technical projects involving cloud-based data pipelines, ML models, and cross-functional teams

Expert project management skills across all phases: planning, budgeting, scheduling, execution, communication, documentation, and change management

Familiarity with the AI/Machine Learning lifecycle, including model development, validation, deployment, and monitoring

Robust experience managing AI vendor platform evaluation through end-to-end implementation, including data integrations

Strong vendor management experience and ability to influence outcomes without formal authority

Experience in financial services, ideally in wealth or management, asset management

Strong communication skills, with the ability to bridge technical detail and business impact

Commitment to quality and stakeholder satisfaction

Proficiency in collaboration tools such as Azure and M365 Copilot

Preferred

PMP, Agile, or Scrum certification

Master's degree in a related field

Experience implementing wealth management AI initiatives such as generating client insights, automation of action items and workflows, reading statements and other documents, lead generation and prospecting, chatbots, research summarization, compliance automation

Familiarity with financial regulatory and compliance frameworks

Understanding of model risk management in regulated environments

Familiarity in platforms such as Databricks, Power BI, Python and SQL

Benefits

Medical, dental and vision coverage

Employer paid short & long-term disability and life insurance

401(k)

Profit sharing

Paid time off

Maven family & fertility benefit

Parental leave (including adoption, surrogacy, and foster placement)

Other voluntary benefits

Company

William Blair

Glassdoor4.2

William Blair is a global investment banking and asset management firm.

Founded in 1935

Chicago, Illinois, USA

1001-5000 employees

http://www.williamblair.com

H1B Sponsorship

William Blair has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (10)

2024 (17)

2023 (20)

2022 (20)

2021 (29)

2020 (20)