Talent.com
Director of Technology
Director of TechnologyPandi Capital, LLC • Kansas City, MO, United States
Director of Technology

Director of Technology

Pandi Capital, LLC • Kansas City, MO, United States
30+ days ago
Job type
  • Full-time
Job description
Job Description Summary
Pandi, LLC is an SEC-registered investment adviser ("RIA") and multi-family office based in Kansas City. We provide portfolio management and investment advisory services for families, individuals, trusts, and institutions, including private foundations and private companies owned by our family clients.
Our advisory services primarily consist of: (a) defining overall investment strategy, (b) setting strategic asset allocation targets, (c) selecting, underwriting, and monitoring specific investments, and (d) ensuring our clients have a holistic view of performance for their investment portfolios. We also provide financial consulting and other related family office services to our clients.

Job Description

The Director of Technology shall define and lead the execution of the technology strategy, cybersecurity posture, and technology operations for Pandi with a focus on leveraging artificial intelligence to automate workflows across investment operations, compliance, reporting, and client service.
This role ensures that information technology systems, infrastructure, and data platforms effectively support business objectives while meeting the operational, security, and regulatory requirements of an SEC-regulated investment firm as well as the needs of its clients' technology environments. The role combines hands-on technical leadership with strategic oversight of the technology team. In addition to core infrastructure, network, and security responsibilities, the Director will lead the evaluation, governance, and controlled implementation of emerging technologies, including building internal applications and workflows that leverage existing artificial intelligence ("AI") platforms, while ensuring their use aligns with confidentiality obligations, compliance expectations, and risk tolerance.

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.
QUALIFICATIONS
  • 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.
  • Preferred - experience supporting SEC-regulated or highly controlled environments (investment advisors, broker-dealers, financial services, etc.).
  • Preferred - familiarity with investment management and accounting technology platforms (portfolio management, market data providers, custodian integrations, etc.).
Create a job alert for this search

Director of Technology • Kansas City, MO, United States

Similar jobs

Director of Application Engineering

Multivac USA Inc.Kansas City, MO, US
Full-time

Direct Management of Application Engineers, and Quote Writers in their pre-sales support efforts by collaborating with colleagues, both domestic and international, to define and propose technical a...Show more

CT Technologist

Belton Regional Medical CenterBelton, MO, US
Full-time +1

Sign on Bonus for eligible candidates!.Do you have the career opportunities as a CT Technologist you want with your current employer? We have an exciting opportunity for you to join Belton Regional...Show more

 • Promoted

Director of Engineering - Power Delivery

Paradigm Power Delivery Inc.Overland Park, KS, US
Full-time
Quick Apply

Paradigm Power Delivery, a Babcock Power company, is a company whose mission is to build electrical substations and construct or repair electrical power lines while providing high quality, efficien...Show more

Director of Sales

Loews Kansas City HotelKansas City, MO
Full-time
Quick Apply

Loews Hotels & Co has ventured into Kansas City, MO with the new Loews Kansas City Hotel.The 800-room hotel features 60,000 square feet of meeting & function space, with a sky bridge connecting to ...Show more

Director of Fulfillment Operations

ExcelligenceOlathe, KS, USA
Full-time
Quick Apply

About Excelligence Learning Corporation.Excelligence Learning Corporation (.The company has three core divisions: Supplies (Discount School Supply and Really Good Stuff), Equipment (Children's Fact...Show more

Primary Care Opportunity in Kansas City, MO making over $300,000 year 1

Optigy GroupGladstone, MO, US
Full-time

Primary Care Opportunity in Kansas City, MO 1st year compensation over $300k.Join a forward-thinking, value-based care organization focused on delivering exceptional preventive primary care for adu...Show more

 • Promoted • New!

IT Manger

TradeJobsWorkforce64150 Riverside, MO, US
Full-time

IT Manager Job Duties: Maintains information technology strategies.Researches and implements technological strategic solutions.Accomplishes information technology staff results.Plans, mon...Show more

 • Promoted

Environmental Development Manager

NorthPoint Development LLCKansas City, Missouri, United States, 64150
Full-time
Quick Apply

We prefer this role to be based in Kansas City, with alternate opportunities available in Cincinnati, St.We are also open to a remote arrangements.Curious about a career with NorthPoint?.NorthPoint...Show more

 • Promoted

Shift Lead

Taco BellSmithville, MO, United States
Full-time

The starting pay for this position is between $16.BENEFITS: - DRG Cares Grant Program - Grants to assist employees with life challenges and financial assistance - DRG Savings Marketplace- E Shift L...Show more

 • Promoted

General Manager

RB American GroupBelton, MO, United States
Full-time

Manager, you will provide vision and leadership to Team Members, Shift Managers, and Assistant Managers to ensure each customer's expectations are exceeded every visit.You will be responsible for a...Show more

 • Promoted

Remote Corporate Development Manager - AI Trainer ($50-$60 per hour)

Data AnnotationSpring Hill, Kansas
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

Physician / Pain Management / Kansas / Locum Tenens / Locums Pain Medicine Job in Kansas

Hayman Daugherty AssociatesSpring Hill, KS, US
Full-time

Seeking a Locums Pain Medicine Physician in Kansas Coverage dates: Dec 27, 2022 - Jan 12, 2023 Coverage Type: Scheduled Clinic Hours + Call Practice Setting: Outpatient, Inpatient Schedule Days Cli...Show more

 • Promoted

Director, Regional Growth

Replica Inc.Leawood, KS, US
Full-time
Quick Apply

Director, Regional Growth Location:.New York, Kansas City, or Remote Replica provides data about the built environment and the ways people interact with it.With better data, human-context and an in...Show more

Development Director

TradeJobsWorkForce64168 Kansas City, MO, US
Full-time

Development Director Job Duties: Implement and execute annual fundraising plan to meet fundraising goals.Provide leadership to development team.Prepare and present regular reports on progress towar...Show more

 • Promoted

Team Lead

KencoStilwell, KS, United States
Full-time

At Kenco Logistics, you're more than just a team memberyou're part of a company that values innovation, integrity, and a strong commitment to its people.As one of the leading 3PL providers in the U...Show more

 • Promoted

Driver- Kansas City, MO

Fortune Fish & GourmetRiverside, MO, United States
Full-time

The Delivery Driver will deliver and unload various company products, including, but not limited to, seafood, beef, poultry, and gourmet products.The employee will act as key point of contact with ...Show more

 • Promoted

Product Director, Intelligent Gateway (Remote)

AvailityKansas City, MO, United States
Remote
Full-time

Product Director, Intelligent GatewayAvaility delivers revenue cycle and related business solutions for health care professionals who want to build healthy, thriving organizations.Availity has the ...Show more

 • Promoted

Dayshift Delivery Driver / Warehouse (Part-Time)

PGW Auto GlassRiverside, MO, United States
Part-time

Dayshift Delivery Driver / Warehouse (Part-Time).Job Category: Warehouse/Distribution.Requisition Number: DELIV003499.The PGW Auto Glass Delivery Driver and Warehouse employee is responsible for lo...Show more