Engagement Manager – AI & Automation 15R PA2025-R009

SS&C Technologies•Braintree, MA

3d•$150,000 - $175,000•Hybrid

About The Position

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, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Position 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 todays 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. Why You 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! What you get to do: 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.

Requirements

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

Nice To Haves

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

Responsibilities

Client Engagement Leadership & Consulting Delivery 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)
Pursuit Management & Solution Shaping 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
Program & Delivery Management 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
Stakeholder & Executive Communication 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
Strategic Internal Initiatives This role will 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
People Leadership & Team Enablement 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