Director of CX AI
San Francisco, CA - USA
Job Summary
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds 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 worlds 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
- Bachelors 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 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.NY: Salary range for the position: 150000.00 USD to 175000.00 USD. California: Salary range for the position: 150000.00 USD to 175000.00 USD.Required Experience:
Director
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry