Chief of Staff - Technology

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us! We are seeking a highly strategic, engineering‑fluent Director, Technology Business Operations/Chief of Staff to operate the Office of the EVP, Technology & Engineering and amplify the impact of our technology leadership across a global Technology organization (500+ employees). You’ll translate strategy into execution, run the operating cadence, and drive cross‑functional alignment so Product Engineering, Data Collection Technology, AI/ML, Enterprise Technology, and Technology Operations deliver reliably against company priorities. You will combine technical depth with program rigor - able to interrogate proposals, shape architecture decisions, and accelerate outcomes on the most important bets. Success looks like a predictable operating system, sharper portfolio choices, and visible improvements in delivery velocity and reliability. Primary Job Responsibilities Serve as a thought partner to the EVP, shaping priorities, sequencing big bets, and maintaining a transparent risk & decision log Translate strategy into OKRs, KPIs, and investment theses; ensure capacity/headcount plans and budgets align to those bets Lead annual and quarterly planning (OKRs, capacity, headcount) and ensure roadmaps across Technology & Engineering functions Run the technical RFC process and technology review cadence; drive crisp design‑doc hygiene and decision records Partner with platform/data/ML/security leaders to ensure alignment across cloud strategy, data platforms (e.g., Snowflake), AI initiatives, and engineering metrics; elevate trade‑offs to the EVP when needed Lead build‑vs‑buy with TCO/ROI, risk, and vendor diligence (with Security/Legal); oversee platform migrations and critical technical partnerships Champion engineering health metrics (SLIs/SLOs, DORA, SPACE) and ensure telemetry informs resourcing and priority calls Build and run the cadence: weekly staff, technical deep dives, QBRs, leadership offsites; ensure agendas, narratives, and pre‑reads produce decisions Improve mechanisms that increase visibility, predictability, and accountability (dashboards, scorecards, postmortems, retros) Partner with Technology Operations, Finance, HR, Talent, Procurement, and Program Management on budgets, hiring pipelines, vendor management, and governance Maintain the enterprise technology portfolio and critical path; surface dependencies and resolve cross‑team trade‑offs quickly Oversee single point of ownership for initiatives Ensure oversight of tier‑1 incidents; ensure incident RCAs drive systemic fixes Apply Agile, Lean, and Fast‑Flow principles to reduce lead time and improve flow efficiency across teams Serve as a proxy for the EVP in forums and decision meetings with pre‑agreed authority Represent the EVP, Technology in predefined forums (e.g., initiative reviews, architecture boards) and commit to direction when proposals meet agreed criteria Approvals: Recommend budget trade‑offs and vendor selections Lead change‑management initiatives in org design, hiring, and culture; model the company’s values Foster belonging, psychological safety, candor, and continuous improvement; promote clear ownership and decision‑making Support the vision and values of the company through role modeling and encouraging desired behaviors Participate in various company initiatives and projects as requested Skills and Qualifications Bachelor's or Master's in Computer Science, Computer Engineering, or similar 12+ years in technology roles (Engineering, Architecture, Product/TPM), including operating at senior levels in a 500+ employee tech org Demonstrated ability to evaluate technical designs (cloud architecture, data platforms, AI/ML services, security posture), interrogate trade‑offs, and align to strategic outcomes Track record running large cross‑functional programs in ambiguous environments; expert in OKR and portfolio governance Strong working knowledge of Team Topologies and organizing technology teams at scale Exceptional written/verbal communication and influencing skills; high EQ, professionalism, and discretion Hands‑on familiarity with cloud (AWS/GCP), data platforms (e.g., Snowflake), observability (SLIs/SLOs), CI/CD, and container orchestration Experience leading technology review processes; comfort with DORA/SPACE metrics and reliability practices Prior Chief of Staff or similar strategic leadership experience preferred Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation Physical Health Additional medical wellness incentives STD, LTD, AD&D, and life insurance Emotional Health Paid sabbatical program after four years Paid family and paternity leave Annual educational stipend Ability to apply for tuition reimbursement CFA exam stipend Robust training programs on industry and soft skills Employee assistance program Generous allotment of vacation days, sick days, and volunteer days Social Health Matching gifts program Employee resource groups Dependent Care FSA Employee referral bonus program Quarterly team building events Shared ownership employee stock program Monthly transportation stipend Compensation Annual base salary: $205,000-$275,000 Target annual bonus percentage: 20% Working Conditions At the heart of our company is a belief in the power of in‑person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week. The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on‑going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. Equal Employment Opportunity As set forth in PitchBook Data’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr Pitchbook-Data