IT Director - Investment Banking

Areas of Interest:

Information Technology


Chicago, Illinois

Date Posted:


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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide.

Job Summary & Responsibilities:

  •  Lead small team of direct reports and temp/consultants focused on maintaining and growing Salesforce and other IT initiatives for Investment Banking.
  • Provide thought leadership on technologies to help drive business results.
  • Prepare project plans and manage resources while documenting business requirements, functional specifications, test plans, workflow, and data requirements.
  • Coordinate development and implementation efforts with internal IT resources and/or external vendors. 
  • Act as a business analyst, supporting the business process and ensuring processes are followed related to the use of Investment Banking technology initiatives.  
  • Review status and issues with senior management and provide technical assistance for business users and management.
  • Identify best practices and encourage adoption through direct and indirect training methods.


  • Bachelor’s degree is required, advanced degree valued
  • Financial services or professional services industry experience is required, Investment Banking experience strongly preferred12+ years of experience as a consultant, business analyst and/or manager of technology projects
  • 6+ years hands-on experience with demonstrated proficiency of Salesforce and associated technologies
  • Experience managing direct reports
  • Experience working directly with senior investment professionals and technology vendors 
  • Experience with SQL and/or SOQL, BI tools
  • Ability to document functional requirements based on summary of interviews with business owners
  • Cross functional project coordination
  • Delivers clear, effective communication with senior professionals 
  • Detail oriented and able to prioritize tasks
  • Organized – ability to multi-task
  • Excellent problem solving and analytical skills
  • Works cooperatively with others to accomplish objectives
  • Demonstrates initiative and persistence – is self-motivated, thrives in high pressure environment

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William 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.

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