Full-Time

Lead Product Engineer

M365 & Collaboration Technologies

Updated on 9/12/2026

William Blair

William Blair

1,001-5,000 employees

Investment banking, research, brokerage, asset management

Compensation Overview

$140k - $175k/yr

+ Annual bonus + Commission-based incentives

Chicago, IL, USA

In Person

Bachelor's

Category
IT Operations (1)
Required Skills
SharePoint
ServiceNow

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Requirements
  • A bachelor's degree in Information Technology or a related subject matter is required.
  • Six to eight years of experience engineering and supporting enterprise Microsoft and collaboration platforms is required.
  • Relevant certifications are preferred, and product ownership or product management experience is a plus.
  • Technical knowledge of industry-standard platforms, specifically the Microsoft M365/O365 ecosystem, is required.
  • Advanced comprehension of enterprise email platforms, including Exchange, and email security platforms, including Proofpoint, specifically in a regulated environment, is required.
  • Working knowledge of Google Enterprise Platform, DocuSign, and Smartsheet is required.
  • Understanding of data protection and backup solutions such as Metallic is required.
  • An employee-experience and product-ownership mindset, including the ability to define roadmaps, prioritize work, and drive proactive platform improvement, is required.
  • Understanding of industry-standard automation tools is required.
  • The ability to collaborate across multiple functions and convey technical knowledge to various audiences is required.
  • Strong problem-resolution skills with attention to detail and quality are required.
Responsibilities
  • Serve as the lead product engineer and single point of ownership for the firm's backend M365 platform portfolio, including Teams, SharePoint, OneDrive, and related add-ins and plug-ins.
  • Own the product lifecycle and roadmap for the firm's Exchange email environment, including its hybrid configuration, mail flow, and related email technologies.
  • Own and administer Proofpoint email security and filtering, partnering with the security team on domain health, threat protection, and business email compromise defense.
  • Manage the firm's Google Enterprise Platform, ensuring secure configuration, integration, and appropriate use across the organization.
  • Own the Metallic data protection and backup platform, including backup coverage, recovery readiness, and periodic restore testing.
  • Administer the DocuSign platform, managing configuration, integrations, user provisioning, and adoption across business units.
  • Own the Smartsheet platform, including administration, governance, licensing, and enablement for business teams.
  • Shift platform operations from reactive to proactive by monitoring product health, anticipating issues, automating routine and manual processes, and continuously improving reliability and performance.
  • Partner as the technical advisor for product roadmaps that align platform capabilities with business priorities and proactively communicate plans to Central Technology Services and stakeholders.
  • Drive adoption and effective use of owned platforms through documentation, training materials, and enablement content for the technology team's knowledge base.
  • Partner with the firm's security and architecture teams to keep owned platforms compliant and secure across on-premises and cloud environments.
  • Automate frequent support requests and operational tasks using Microsoft and/or ServiceNow tooling to improve efficiency and consistency.
  • Triage events by severity and business impact, troubleshoot technical issues, escalate to management and vendors when necessary, and co-own platform disaster recovery testing.
  • Ensure all activities comply with applicable rules, regulations, policies, and procedures.
Desired Qualifications
  • Relevant certifications are preferred.
  • Product ownership or product management experience is a plus.

William Blair is a privately held, employee-owned financial services firm offering investment banking, equity research, brokerage, asset management, and private capital services. It combines advisory, research, trading, asset management, and private capital solutions to help clients raise, invest, and manage capital. Being privately held and employee-owned can influence client relationships and decision-making, and the firm provides multiple services under one roof as a single partner for diverse needs. Its goal is to help clients grow and protect capital through comprehensive financial services across advisory, research, trading, asset management, and private capital solutions.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$409M

Headquarters

Berlin, Germany

Founded

1935

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Simplify Jobs

Simplify's Take

What believers are saying

  • September 2026 news shows active deal flow across M&A, research, and sector coverage.
  • July 2026 launched Global Leaders Select with $225 million seed and Chandan Khanna.
  • 2026 hires and Inner Circle Sports expanded healthcare, technology, and sports advisory coverage.

What critics are saying

  • The 2023 SEC order imposed a $10 million penalty for recordkeeping violations.
  • Private-banking revenue depends on episodic M&A; a 2026 slowdown crushes fee income.
  • A 2026-2027 senior talent exodus to Evercore or Lazard can cripple coverage.

What makes William Blair unique

  • Employee-owned partnership aligns bankers, researchers, and portfolio managers around client economics.
  • William Blair spans banking, research, trading, asset management, and private capital globally.
  • Leaders platform and concentrated strategies target high-conviction equity and EM debt investing.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

401(k) Company Match

Paid Time Off

Parental Leave

Fertility Treatment Support

Family Planning Benefits

Paid Vacation

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Stock Options

Hybrid Work Options

Remote Work Options

Paid Holidays

PTO/vacation

Company News

finews.asia
Aug 11th, 2026
William Blair expands Taiwan offering with emerging markets debt fund

William Blair Investment Management has launched its fourth SICAV fund in Taiwan, expanding beyond US equities and hard-currency debt. The new William Blair Emerging Markets Debt Local Currency SICAV Fund focuses on local currencies and interest rates across emerging economies. The emerging markets debt team manages approximately $1.2 billion as of June 2026. The actively managed strategy combines macroeconomic analysis with country and security selection, without benchmark constraints. William Blair sees attractive opportunities in local-currency emerging markets debt due to stronger policy frameworks, attractive real interest rates, and favourable growth prospects in many emerging economies. The fund is managed by Marcelo Assalin and Lewis Jones. The launch follows William Blair's recognition as Best Emerging Markets Local Currency Fixed Income Manager at the 2025 Citywire Asia Asset Management Awards, reinforcing the firm's expansion in Asian markets.

Bonhill Group plc
Jul 23rd, 2026
William Blair IM launches Global Leaders Select strategy.

William Blair IM launches Global Leaders Select strategy. William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager. 23 July 2026 William Blair Investment Management (IM) has announced the launch of the Global Leaders Select strategy, with the appointment of Chandan Khanna as co-portfolio manager alongside Hugo Scott-Gall, head of William Blair's global equity team. The Global Leaders Select strategy is a concentrated portfolio of 25-35 leading global companies which combine quality and growth characteristics. The strategy is benchmark-agnostic and aims to deliver strong long-term returns for investors through conviction, concentration, and compounding. While Global Leaders Select is a newly launched strategy, Khanna has a five-year track record of delivering strong performance with a similar approach, according to a statement by William Blair IM. Khanna (pictured) has more than 15 years of experience as a public equity investor. Most recently, he was senior partner and portfolio manager at Eighteen48 Partners, managing the Sixteen02 Global Equity Fund. Prior to this, he was the lead global equity portfolio manager at Rezayat Investments and held roles at Capital Group and Morgan Stanley, having started his career at KPMG. Global Leaders Select is part of William Blair's Leaders platform, a series of actively managed equity portfolios focused on high-quality companies with strong competitive advantages, pricing power, and earnings growth. This includes William Blair's Emerging Market Leaders, International Leaders and Global Leaders strategies. William Blair Investment Management's Global Leaders Select strategy has been seeded with $225 million in a separately managed account. Khanna will work alongside Hugo Scott-Gall and William Blair's global equity team to manage the strategy. Khanna commented: "William Blair has a long history of combining deep fundamental research with a forward-looking, global mindset aligning with this strategy's focus on identifying best-in-class or emerging best-in-class companies which offer attractive growth and underappreciated earnings power. I look forward to continuing delivering for the firm's clients." MORE ARTICLES ON

Investment Week
Jul 22nd, 2026
William blair IM hires chandan khanna to manage global leaders select strategy.

William blair IM hires chandan khanna to manage global leaders select strategy. Alongside hugo scott-gall. William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager of its newly launched Global Leaders Select strategy. To continue reading this article... Join investment week today. Free for those involved in advising, managing and/or analysing investments or £1 per day for professionals outside of these roles.

Associated Press
Jul 22nd, 2026
William Blair launches Global Leaders Select strategy with $225M seed funding, appoints Chandan Khanna as co-portfolio manager

William Blair Investment Management has launched its Global Leaders Select Strategy, appointing Chandan Khanna as co-portfolio manager alongside Hugo Scott-Gall. The strategy has been seeded with $225 million in a separately managed account. The concentrated portfolio will hold 25-35 leading global companies combining quality and growth characteristics. It aims to deliver long-term returns through a benchmark-agnostic approach. Khanna brings over 15 years of public equity investing experience and a five-year track record with this investment approach, which he has applied since 2021. He most recently served as senior partner and portfolio manager at Eighteen48 Partners. The strategy is part of William Blair's Leaders platform, which includes emerging market leaders, international leaders, and global leaders strategies.

Yahoo Finance
Jul 21st, 2026
William Blair cuts Coinbase estimates but predicts crypto market nearing bottom

William Blair has cut its revenue and EBITDA estimates for Coinbase by significant margins, predicting trading volumes will fall 44% to $669 billion in 2026. Despite this, the investment firm maintains its outperform rating and suggests the crypto market may be nearing a bottom. Coinbase shares have dropped from an all-time high of $445 on 17 July 2025 to $157 as of 17 July 2026. The exchange reported revenue of $1.4 billion in Q1 2026, down 31% year-over-year, with a net loss of $394 million compared to net income of $66 million the previous year. William Blair expects trading volumes to rebound 32% in 2027, citing Bitcoin price stabilisation and factors like Bitcoin ETFs and institutional adoption. Coinbase has diversified beyond transaction fees into tokenised real-world assets, prediction markets, and retail derivatives.