Director of CX AI
SS&C Technologies, Jacksonville, FL, United States
Job Title
Director of CX AI
Locations San Francisco, CA; Chicago, IL; Jacksonville, FL; New York, NY; Boston, MA | Hybrid
Company Overview SS&C Advent delivers technology solutions that power some of the world's most innovative investment firms.
SS&C Advent CX focuses on elevating customer experience across global support operations through modernization, optimization, and thoughtful adoption of emerging technologies.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Future: 401(k) Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Celebration of diverse backgrounds, talents, and experiences
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 elevating 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 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
Salary NY: Salary range for the position: 150,000.00 USD to 175,000.00 USD.
California: Salary range for the position: 150,000.00 USD to 175,000.00 USD.
EEO Statement 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.
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Locations San Francisco, CA; Chicago, IL; Jacksonville, FL; New York, NY; Boston, MA | Hybrid
Company Overview SS&C Advent delivers technology solutions that power some of the world's most innovative investment firms.
SS&C Advent CX focuses on elevating customer experience across global support operations through modernization, optimization, and thoughtful adoption of emerging technologies.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Future: 401(k) Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Celebration of diverse backgrounds, talents, and experiences
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 elevating 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 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
Salary NY: Salary range for the position: 150,000.00 USD to 175,000.00 USD.
California: Salary range for the position: 150,000.00 USD to 175,000.00 USD.
EEO Statement 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.
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