Project Delivery Lead – Analytics & Automation

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.Join William Blair, the Premier Global Boutique.William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.We are committed to our people and culture, values, 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 strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.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 the tailored, 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 about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.As a project delivery lead, you will work closely with the William Blair Private Wealth Management Business Analytics team to deliver analytics and automation solutions that meet the growing needs and demands of WB PWM users. You will be responsible for defining scope, documenting detailed requirements and creating project delivery plans to implement Microsoft Power Platform solutions for various PWM business initiatives.  You will work closely with the software engineers to ensure that solutions are built to specifications and that product meets quality requirements. This role requires a professional with expertise in project management and systems development life cycle.ResponsibilitiesLead delivery of analytics and automation projects from inception to completion, ensuring alignment with PWM business and tech objectives.Work in close alignment with Product Owner to drive execution of the PWM Analytics and Automation vision and roadmap.  Translate roadmap into executable delivery plans and develop associated project plans and related artifacts. Define project vision, goals, tasks and resources in collaboration with stakeholders, ensuring comprehensive project planning.Ensure that projects meet timelines, budgets, and objectives. Maintain day-to-day operational aspects of projects, providing direction and support to project team. Update plans as appropriate to meet changing objectives.Perform duties and document artifacts related to business analysis, such as scoping, requirements documentation and illustrate current and future state process diagrams.Engage in rapid development of POCs when required to test out complex solutions.Monitor and report on the progress of analytics and automation projects, resolving any issues that arise with a proactive approach to problem-solving and stakeholder communication.Keep PWM Tech leadership informed of project status, changes, and any issues impacting success, providing regular updates.Manage, track and meet stakeholder expectations of PWM business, operations and other cross-functional teams.Balance multiple projects with attention to detail while meeting project deadlines.Familiarity with agile project management techniques with a focus on creating high-performing teams and improving team velocities in collaboration with scrum master(s).Qualifications : 8 years of IT project management experience with a record of leading project teams for financial service institutions. Wealth Management experience is a plus.Bachelor’s Degree required (Business, Project Management, or related field preferred)Understanding of business intelligence and business process automation and their applicability to business applications.  Expert project management skills in all phases of technology projects, including planning, scheduling, execution, requirements documentation, project tools and communication.Proven ability to take ownership of issues and see them to resolution.Strong data analysis skills and experience with SQL preferred.Experience with business intelligence and automation tools Microsoft Power BI / Power App, Tableau etc., valuable.Proven track record of understanding business processes and procedures and partnering with stakeholders to deliver technology solutions.Excellent verbal, written communication skills and ability to convey technical concepts and solutions to wide range of audiences.Experience working directly with senior business leaders and technology vendors.Critical thinking, numerical, analytical, and problem-solving skills.#LI-CH1#LI-HybridA reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and / or commission-based incentives.Our featured benefit offerings include 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), as well as other voluntary benefits.  Salary Range$161,000—$213,000 USDWilliam Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m / f / d / vBe aware of hiring scams : William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.Download William Blair's privacy policies for job applicants : California Consumer Privacy Act Privacy Notice (CCPA)General Data Protection Regulation Privacy Notice (GDPR)Contact us should you have any questions or concerns.

Salary : $161,000 - $213,000