Lead Technology Project Manager AI

Join to apply for the Lead Technology Project Manager AI role at William Blair
.

1 day ago – Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership.

William Blair has delivered trusted advice for nine decades and continues to deepen our expertise across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, clients, and local communities.

What sets us apart is that we are an independent partnership with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver thoughtful work and problem‑solving abilities that our clients expect.

Equally, we are proud of our long‑term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit

We are seeking a Lead Technology Project Manager AI to lead the delivery of strategic AI initiatives across Private Wealth Management. This role will play a critical part in enhancing advisor effectiveness, client engagement, and operational decision-making through responsible AI implementation.

The Lead Technology Project Manager AI will partner directly with the Director of Technology for PWM Engineering & Data to translate PWM’s AI strategy into executable delivery plans. This role will serve as a strategic liaison between engineering, data science, product, and business stakeholders, ensuring AI initiatives are aligned with advisor workflows and business priorities. The position offers high visibility across PWM leadership and vendor partners, with opportunities to influence strategic direction, drive measurable impact, and enhance delivery effectiveness using modern project management tools and practices.

• Strategic Planning & Execution
  • 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 Dev Ops) 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.
• Business Partnership
  • 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.
• AI Platform Evaluation & Implementation
  • Lead and manage both vendor-led and…