The Engagement Manager will lead AI and Automation consulting engagements in the Financial Services sector, managing client relationships and driving strategic initiatives while ensuring project success and profitability.
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 & AutomationLocation: Remote; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO; Dublin, OH; Kansas City, MOGet 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!
- 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
- 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
- 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
- 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
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Other States Salary range for the position: 150000 USD to 175000 USD.Top Skills
AI
Automation
AWS
Azure
GCP
Idp
Llm
Ml
Ocr
Rpa
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