Engagement Manager – AI & Automation R PA-R009

Position: Engagement Manager – AI & Automation 15R PA2025-R009
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.##
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* Key Responsibilities:

**##
** 1. 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)##
** 2. 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##
** 3. 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…