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Lead Data Scientist - AI Engineer

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Lead Data Scientist - AI Engineer in USA

  • William Blair
  • Full time
  • Email
  • Chicago, IL

Responsibilities

  • Design and build the integration layer between Enterprise Claude, Salesforce CRM, and proprietary ML models for AI-powered banking workflows.
  • Develop AI agents and multi-step LLM applications for document generation, buyer analysis, process-letter drafting, and deal-status automation.
  • Set engineering standards covering architecture, code reviews, CI/CD pipelines, testing frameworks, deployment patterns, and documentation.
  • Work directly with deal teams and industry groups to identify automation opportunities and iterate on deployed tools using banker feedback.
  • Build and maintain Databricks and Dagster data pipelines for feature engineering, model training, and analytics.
  • Rapidly prototype solutions that translate banker pain points into working proofs of concept.
  • Evaluate and integrate Rogo.ai, Blueflame AI, and Fellow.ai through APIs within Salesforce.
  • Implement security and data-governance protocols for confidential deal information.
  • Operate production multi-agent ecosystems with monitoring, failure recovery, reliability practices, and scaling.

Requirements

  • 5+ years of software engineering experience with a strong full-stack foundation and production experience serving demanding end users.
  • Hands-on experience building applications or agents with large language models, including prompt engineering, retrieval-augmented generation, multi-step orchestration, tool use, and evaluation frameworks.
  • Experience deploying and operating production multi-agent ecosystems, including reliability engineering, monitoring, failure recovery, and scaling.
  • Strong machine-learning fundamentals, including model training, evaluation, deployment, exploratory data analysis, and feature-pipeline development.
  • Experience writing tested, reviewed, documented, and maintainable production code.
  • Familiarity with capital markets and preferably investment banking, private equity, venture capital, or hedge funds.
  • Experience with cloud infrastructure, preferably Azure, and data platforms and orchestration tools such as Databricks, Spark, Dagster, or Airflow.
  • Preferred experience in forward deployed, solutions engineering, or embedded technical roles with ownership of business outcomes.
  • Preferred experience with Salesforce APIs, SOQL, CRM integration patterns, and production-grade interconnected multi-agent ecosystems.
  • Preferred experience building AI tools for financial professionals and contributing to engineering culture through mentoring or technical design leadership.

Benefits

  • Hybrid work arrangement, indicated by the #LI-HYBRID designation.
  • Base salary range of $186,000–$222,000, plus eligibility for a discretionary annual bonus and/or commission-based incentives.
  • Medical, dental, and vision coverage; employer-paid short- and long-term disability and life insurance; 401(k); profit sharing; and paid time off.
  • Maven family and fertility benefits and parental leave, including adoption, surrogacy, and foster placement.
  • Additional voluntary benefits.

Salary: $186k - $222k/yr

William Blair

William Blair is a trusted partner for clients seeking thoughtful, data‑driven investment solutions. Our collaborative approach blends deep market expertise with a commitment to personalized service, helping individuals and institutions achieve their long‑term financial goals. We pride ourselves ...

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