SS&C Technologies · 5 days ago
Engagement Manager – AI & Automation 15R PA2025-R009
Missouri, United States
Full-time
Hybrid
Senior Level
$150K/yr - $175K/yr
5+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a high-performing Engagement Manager to lead the pursuit and successful delivery of AI and Automation consulting engagements for clients in the Financial Services industry, focusing on areas such as Transfer Agency, Asset Management, and Retirement Services.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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
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 executive sponsors
Own, build, and support strategic internal AI & Automation initiatives and critical build-outs, including: Evolution of the AI/Automation operating model and COE maturity, Design and delivery of new internal capabilities, platforms, and solutions, AI governance, risk management, and compliance frameworks for financial services, Cross-regional alignment and execution across US, UK, and Retirement Services teams, Enterprise-level programs requiring structured PMO leadership and senior executive engagement
Coordinate multidisciplinary teams of analysts, architects, data engineers, and automation developers
Mentor junior team members on consulting methodology, communication, and client management
Foster a culture of excellence, accountability, and continuous improvement
Qualification
Required
5+ years in management consulting, internal consulting, or advisory roles
Experience leading AI/automation, digital transformation, or operational excellence engagements
Strong understanding of RPA, ML/AI use cases, OCR/IDP, LLM applications, and modern automation architectures
Degree in Business, Engineering, Computer Science, Economics, or related field
Experience in financial services; exposure to Transfer Agency, Asset Management, or Retirement Services is a plus
Proven success managing client relationships and delivering multi-month consulting programs
Exceptional communication, executive presence, and structured problem-solving skills
Demonstrated ability to manage competing demands and lead through ambiguity
Preferred
MBA or MS degree is preferred, equivalent experience will be considered
Certifications in Agile, PMP, or consulting toolkits
Familiarity with cloud platforms (AWS, Azure, GCP) and enterprise AI technologies
Prior experience pricing, scoping, and selling consulting engagements
Strong analytical and storytelling capabilities
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
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