Engagement Manager – AI & Automation R PA-R009
Listed on 2026-01-10
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IT/Tech
IT Project Manager, Data Science Manager, IT Consultant, Business Systems/ Tech Analyst
Overview
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.
Job DescriptionPosition Title: Engagement Manager – AI & Automation
Location: Remote;
Boston, MA;
Braintree, MA;
Chicago, IL;
Denver, CO;
Dublin, OH;
Kansas City, MO
Get To Know Us: SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
WhyYou Will Love It Here
- Flexibility
:
Hybrid Work Model and Business Casual Dress Code, including jeans - Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
We are seeking a high-performing Engagement Manager to lead the pursuit, shaping, and successful delivery of AI and Automation consulting engagements for clients in the Financial Services industry—specifically across Transfer Agency, Asset Management, and Retirement Services
. This role is pivotal as we expand beyond our BPO (Business Process Outsourcing) and core recordkeeping technology to offer a mature and modern AI & Automation consulting capability.
The Engagement Manager will:
- Lead client engagements end-to-end (strategy → discovery → execution → value realization)
- Serve as the primary client-facing leader and advisor
- Drive internal strategic initiatives and transformation programs
- Partner closely with AI Architects, Engineers, Data teams, and Operations SMEs to deliver measurable business outcomes
- Own strategic internal AI & Automation initiatives and critical build-outs across operating model maturity, governance, innovation, and global alignment.
Ideal candidates bring management consulting experience (external or internal), deep understanding of AI/automation
, and strong leadership skills tailored to complex financial-services environments.
Key Responsibilities:
- Own the overall success and profitability of AI/Automation consulting engagements
- Lead discovery, problem framing, value case development, and roadmap creation
- Serve as the senior point of contact for client executives and program leads
- Translate business needs into structured initiatives, clear requirements, and delivery plans
- Ensure delivery of high-quality outputs (assessments, business cases, POVs, strategy decks, execution plans)
- Lead pre-sales cycles alongside Sales and Relationship Managers
- Create proposals, SOWs, engagement models, and pricing estimates
- Facilitate client workshops to articulate AI/automation opportunities, constraints, and value
- Support expansion of accounts through thought leadership, credible delivery, and trusted advisor relationships
- Run medium-to-large initiatives using a structured delivery framework (Agile, hybrid, or client-specific)
- Build and manage detailed project plans, timelines, dependencies, and risks
- Partner with Technical PMs, AI Architects, Engineers, and Operations SMEs to ensure execution quality
- Proactively manage scope, change requests, and executive-level communications
- Develop and present materials for C-suite, senior leadership, and steering committees
- Communicate complex concepts in simple, business-friendly language
- Manage expectations at all levels—from day-to-day operations to…
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