WWilliam Blair logo

William Blair

Financial Services · 2.6k people

Senior Data Scientist – AI Engineer

Posted 22 Oct

What’s this role about? Develop and deploy AI-powered features and agents integrated into Salesforce workflows to support investment banking deal teams. Design and maintain robust data pipelines and LLM applications while collaborating with business stakeholders to identify high-impact automation opportunities.

Chicago, Illinois
Hybrid
$150K – $170K
Full-time
2-5 years exp
150 North Riverside Plaza, Chicago, IL 60606

Skills required

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Company

About William Blair William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity research. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* *Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets. Social Media Disclaimer: williamblair.com/Disclosures#social

William Blair

Investment BankingAsset ManagementEquity ResearchPrivate Wealth ManagementInstitutional Sales & TradingInvestment ManagementInstitutional Investment Managementand Private Shares Trading
WWilliam Blair logo
1,001-5,000 employees
Financial Services
1935
Privately Held
105k LinkedIn followers
Raised $550M

Responsibilities

  • Build AI-powered features and agents using Enterprise Claude and proprietary
  • ML models, integrated directly into the Salesforce workflows bankers use
  • every day.
  • Develop LLM applications for banking use cases including automated comparable
  • analysis, buyer recommendation, meeting intelligence summarization, and deal
  • status briefings.
  • Design and maintain data pipelines using Databricks and Dagster for feature
  • engineering, model training, and real-time analytics.
  • Work directly with deal teams and industry groups to identify high-impact
  • automation opportunities and translate banker pain points into working
  • solutions.
  • Perform rapid prototyping and exploratory analysis—build proof-of-concept
  • tools quickly to validate ideas before investing in production-grade
  • implementations.
  • Integrate third-party AI tools (Rogo.ai, Blueflame AI, Fellow.ai) via APIs
  • and ensure seamless data flows across the composable architecture.
  • Write well-tested, production-quality code with rigorous engineering
  • practices: code reviews, CI/CD, monitoring, and documentation.
  • Contribute to the team’s engineering standards and share knowledge as the
  • team scales.
  • Contact us [https://www.williamblair.com/Contact-Us] should you have any
  • questions or concerns.

Qualification

TechnologyData & AnalyticsSoftwareFinance & AccountingEngineering

Required

  • 3+ years of software engineering experience with full-stack capability and a
  • track record of shipping production applications.
  • prompt engineering, RAG architectures, LLM orchestration, or tool-use
  • patterns.
  • Experience building interconnected multi-agent ecosystems — implementing
  • agent coordination, shared tooling, and communication patterns across
  • autonomous components.
  • Solid ML fundamentals: ability to perform data analysis, build and evaluate
  • models, and work with feature pipelines.
  • Rigorous engineering habits—you believe in tested code, clean architecture,
  • and building for maintainability from the start.
  • Familiarity with capital markets; experience in or adjacent to investment
  • banking, private equity, venture capital, or hedge funds is strongly
  • preferred.
  • Experience with cloud platforms (Azure preferred), data tools (Databricks,
  • Spark), and pipeline orchestration (Dagster, Airflow, or similar).
  • Outcome-focused mindset—you care about whether bankers actually use what you
  • build and whether it moves the needle on their productivity.

Preferred

  • Experience in a Forward Deployed Engineer, solutions engineer, or embedded
  • technical role with direct business stakeholder accountability.
  • Experience deploying multi-agent ecosystems into production environments —
  • including operational monitoring, failure handling, and end-to-end lifecycle
  • management.
  • Exposure to financial services workflows: deal execution, pitch preparation,
  • due diligence, or financial modeling.
  • Experience working with Salesforce APIs or CRM platforms as integration
  • surfaces.
  • A builder’s mentality: you have side projects, open-source contributions, or
  • a portfolio that demonstrates curiosity and initiative beyond your day job.
  • A 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.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Employer paid short-term disability
  • Employer paid long-term disability
  • Life insurance
  • 401(k)
  • Profit sharing
  • Paid time off
  • Maven family & fertility benefit
  • Parental leave

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