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:
The Navigator team sits within PitchBook's product organization and is the primary driver of the company's Integrated AI Platform strategy. The team is building the foundational experience layer through which all AI-native workflows will be delivered: a persistent workspace, an agent routing engine, and a growing suite of workflow agents that serve sourcing, portfolio, and research use cases.
We are seeking a product management leader to lead strategy, execution, and the team responsible for Navigator, PitchBook's AI platform experience. This leader owns the product strategy and roadmap — including the conversational interface, agent routing architecture, persistent workspace, and the specialist agents that serve user workflows from end to end. You will manage and develop a team of product managers, partner closely with Engineering, Design, Data Science, and Commercial teams, and serve as a key voice in PitchBook's broader AI strategy. This role requires a rare combination of AI product intuition, private markets domain knowledge, and the leadership presence to drive a high-velocity, high-stakes initiative across a large cross-functional organization.
Primary Job Responsibilities:
- Own Navigator product strategy and vision. Define and communicate a compelling multi-quarter vision and roadmap for Navigator's agentic platform — including the conversational interface and various workflow agents
- Lead and grow a high-performing Product Management team. Hire, mentor, and manage a team of product managers, fostering a culture of customer empathy, data-driven decision-making, and continuous improvement. Evaluate Product Manager quality and develop role expectations as the team scales
- Drive delivery of complex, cross-functional roadmaps. Partner with Engineering, AI/ML, Design, and Data leaders to execute against roadmap commitments with speed and quality. Remove blockers, manage dependencies, and maintain clarity and momentum across a large, distributed team
- Define and measure business outcomes. Own clear success metrics for Navigator engagement, retention, and competitive differentiation. Build and interpret performance dashboards, validate impact post-launch, and continuously improve prioritization based on evidence
- Shape PitchBook's AI product narrative. Act as a subject matter expert and internal thought leader for Navigator and agentic AI product strategy. Represent Navigator's direction across internal and external stakeholders with clarity and conviction
- Drive cross-functional alignment and stakeholder management. Build strong relationships with Commercial, Customer Success, Engineering, and Data leadership. Proactively communicate priorities, manage trade-offs, and maintain trust across a broad set of senior stakeholders
- Contribute to team culture and organizational health. Support the vision and values of the company through role modeling, encouraging desired behaviors, and participating in hiring, onboarding, and team-building efforts
Basic Qualifications:
- Bachelor’s degree in Computer Science, Math, Statistics, Finance, or Accounting
- 8+ years of product management experience within SaaS, enterprise, or cloud-based solutions
- 4+ years managing product managers
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Preferred Qualifications:
- Demonstrated track record delivering AI/ML or conversational AI products in B2B SaaS environment
- Understanding of agentic AI system architectures — including LLM orchestration, retrieval-augmented generation, and multi-agent patterns — sufficient to make sound technical trade-offs and credibly partner with engineering leadership
- Passionate about or experienced in private capital markets — including venture capital, private equity, M&A, or related financial services — with an understanding of how dealmakers source, diligence, and monitor investments
- Experience influencing senior leadership through data-driven insights
- Strong fluency with data: ability to build dashboards, interpret behavioral analytics, define success metrics, and validate product impact (e.g., Mixpanel, Snowflake, or equivalent)
- Proven ability to define and communicate compelling product vision and roadmaps across multi-quarter, multi-team initiatives
- Excellent communication and narrative skills: ability to craft and deliver clear, compelling presentations to executive leadership, commercial partners, and engineering teams alike
- Experience leading and developing Product Management teams in fast-paced, high-ambiguity product environments
- Proficiency with the Microsoft Office suite and modern product/collaboration tooling (Jira, Confluence, Figma, etc.)
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- 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
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
- Annual base salary: $190,000-$235,000
- 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.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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Skills Required
- Bachelor's degree in Computer Science, Math, Statistics, Finance, or Accounting
- 8+ years of product management experience within SaaS, enterprise, or cloud-based solutions
- 4+ years managing product managers
- Authorization to work in the United States without visa sponsorship now or in the future
- Track record delivering AI/ML or conversational AI products in a B2B SaaS environment
- Understanding of agentic AI architectures, including LLM orchestration, retrieval-augmented generation, and multi-agent patterns
- Experience or passion in private capital markets, including VC, PE, M&A, or related financial services
- Experience influencing senior leadership through data-driven insights
- Ability to build dashboards, interpret behavioral analytics, define success metrics, and validate product impact
- Experience defining and communicating product vision and roadmaps across multi-quarter, multi-team initiatives
- Excellent communication and narrative presentation skills
- Experience leading and developing Product Management teams in fast-paced, high-ambiguity environments
- Proficiency with Microsoft Office and modern product and collaboration tools such as Jira, Confluence, and Figma
PitchBook Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PitchBook and has not been reviewed or approved by PitchBook.
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Strong & Reliable Incentives — Sales compensation includes meaningful on‑target earnings with substantial upside when quotas are achieved. Variable pay structures are portrayed as rewarding top performance.
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Leave & Time Off Breadth — Time‑off offerings include flexible PTO, paid holidays, volunteer time, and a paid sabbatical after a defined tenure. These elements are emphasized as standout parts of the package.
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Retirement Support — Employer 401(k) matching is prominently featured in official materials and postings. This reinforces a focus on long‑term financial security as part of total rewards.
PitchBook Insights
What We Do
We’re a rapidly growing financial data and software company covering the private and public financial markets. Through our award-winning product, we provide comprehensive data and analysis on the capital markets to help professionals discover and execute opportunities. An independent subsidiary of Morningstar, PitchBook currently has offices in Seattle, San Francisco, New York, London, and Mumbai.
Why Work With Us
At PitchBook, culture isn’t just working hard and having fun—it’s believing in what we do and having the desire to grow as much as our company does. We take pride in fostering a learning environment where development is key and your input is valued.
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