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
Job Title: Director of CX AI
Locations: San Fransico, CA; Chicago, IL; Jacksonville, FL; New York, NY; Boston, MA | Hybrid
Get to Know the Team:
SS&C Advent delivers technology solutions that power some of the world's most innovative investment firms. The SS&C Advent CX organization is focused on elevating customer experience across global support operations through optimization, modernization, and thoughtful adoption of emerging technologies.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401 (k) 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 Will Get To Do:
The Director of CX AI is a visionary strategic change agent responsible for defining and executing the end-to-end AI roadmap for the global Client Experience organization at SS&C Advent. This role bridges AI technology, service delivery workflows, and operational excellence — translating cutting-edge capabilities into measurable client impact.
AI Strategy & Roadmap — Develop and own a multi-horizon AI roadmap aligned to CX OKRs; prioritize initiatives by business value, feasibility, and risk.
External Tool Evaluation — Lead structured evaluations of AI tools and platforms.
Internal Workflow Modernization — Identify high-impact automation and augmentation opportunities across support, onboarding, and escalation workflows; drive adoption through measurable pilots.
Technical Leadership — Serve as a hands-on architecture authority across LLM, RAG, and agentic systems; partner with Engineering and IT on integration standards and infrastructure.
Education & Internal Enablement — Collaborate on AI literacy across the CX organization through training programs, playbooks, and communities of practice.
Governance, Ethics & Risk Management — Establish frameworks for responsible AI use, including bias monitoring, data privacy, audit trails, and regulatory alignment.
What You Will Bring:
- 4+ years in Customer Experience, Technical Support, or related operations.
- A forward-thinking AI advocate with concrete ideas for how emerging technologies can elevate support operations at scale
- Demonstrated track record of taking technology initiatives from concept to production in a customer-facing context
- Experience leading cross-functional technical teams and influencing without direct authority
- Familiarity with financial services, fintech, or regulated industries preferred
- Deep understanding of modern AI architectures, including LLMs, RAG pipelines, and agentic workflows
- Comfort operating at both the strategic and hands-on level — able to review architecture diagrams and challenge design decisions
- Bachelor's degree required; degree in Computer Science, Data Science, Business, or a related field preferred. Equivalent experience will be considered.
Preferred Skills:
Delivery & Process: Project Management, Change Management, Agile, OKR frameworks
Analysis & Communication: Financial modeling, technical analysis, data visualization, executive storytelling
AI & ML: LLMs, RAG, agentic systems, prompt engineering, vibe coding workflows
Governance: Responsible AI, privacy-by-design, compliance frameworks
Platforms & Integration: API design, SaaS interoperability, InfoSec fundamentals
Tooling: Salesforce, Atlassian (Jira/Confluence), Snowflake
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
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.
Skills Required
- 4+ years in Customer Experience, Technical Support, or related operations
- Bachelor's degree required; degree in Computer Science, Data Science, Business, or a related field preferred
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
