Pandi, LLC · 11 hours ago
Director of Technology
KC Metro Area
Full-time
Onsite
Mid, Senior Level
7+ years expPandi, LLC is an SEC-registered investment adviser and multi-family office based in Kansas City. They are seeking a Director of Technology to define and lead the execution of the technology strategy, focusing on leveraging artificial intelligence to automate workflows across investment operations, compliance, and client service.
Financial Services
Responsibilities
Define and execute an organization-wide technology, cybersecurity, data resiliency, and AI strategy that delivers cost-effective, best-in-class services, including governance and risk oversight across Pandi and multiple client entities, including the Patterson Family Foundation and First Hand Foundation
Serve as a hands-on technology leader by implementing, maintaining, and troubleshooting systems directly while managing, mentoring, and developing the technology team
Establish and oversee a secure, scalable technology environment leveraging modern cloud productivity, identity, networking, and security platforms to support collaboration, access management, and secure operations in a regulated environment
Oversee the security of systems, networks, applications, and enterprise data in a cloud-first environment, applying zero-trust architecture and the principle of least privilege across identity, network, and application layers
Prepare, maintain, and manage annual technology financial plans, including forecasting and cost optimization as well as contract management for technology systems
Provide regular reporting to Pandi leadership and clients on technology projects, initiatives, security posture, and risks
Build and maintain data infrastructure—pipelines, warehouses, APIs—that enables advanced analytics and AI integration
Architect and implement AI-powered workflow automation across core business functions including investment research, portfolio monitoring, compliance reporting, and client communications; stay current on AI developments and proactively identify automation opportunities
Develop, maintain, and test business continuity and disaster recovery plans, ensuring operational resilience and documented recovery procedures
Ensure data classification, protection, retention, auditability, and lifecycle management of all enterprise content, including collaboration platforms and AI-enabled systems
Facilitate and support information technology security audits, reviews, investigations, and ongoing monitoring, leveraging centralized enterprise logging and visibility solutions (e.g., SIEM platforms); continuously improve change management, approval, and documentation processes to ensure controlled, auditable technology changes
In partnership with the Chief Compliance Officer (CCO), maintain acceptable use standards, data handling requirements, and access controls for effective monitoring and oversight of AI usage; ensure IT operations meet SEC regulatory requirements for registered investment advisers
Develop and maintain relationships with external information technology vendors and service providers and conduct vendor due diligence and ongoing technology risk assessments
Promote a culture of thorough documentation, security awareness, accountability, and control discipline; lead effective end-user education and timely security awareness training reinforcing secure behaviors and responsible use of technology and AI tools
Qualification
Required
Bachelor's degree in Computer Science, Computer Information Systems, or related field; master's level degree preferred but not required
Seven (7) or more years of information technology experience with at least five (5) years managing a technology or technical team
Demonstrated ability to work hands-on: writing code, configuring systems, and solving problems directly
Experience implementing AI/ML solutions, workflow automation, or data engineering in a business context
Strong understanding of cloud infrastructure, security architecture, and modern enterprise technology platforms
Excellent verbal and written communication skills with the ability to translate technical concepts for non-technical stakeholders
Preferred
any relevant certifications
experience supporting SEC-regulated or highly controlled environments (investment advisors, broker-dealers, financial services, etc.)
familiarity with investment management and accounting technology platforms (portfolio management, market data providers, custodian integrations, etc.)
Company
Pandi, LLC
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase