SS&C Technologies

Artificial Intelligence

• 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.
• Develop and own a multi-horizon AI roadmap aligned to CX OKRs; prioritize initiatives by business value, feasibility, and risk.
• Lead structured evaluations of AI tools and platforms.
• Identify high-impact automation and augmentation opportunities across support, onboarding, and escalation workflows; drive adoption through measurable pilots.
• Serve as a hands-on architecture authority across LLM, RAG, and agentic systems; partner with Engineering and IT on integration standards and infrastructure.
• Collaborate on AI literacy across the CX organization through training programs, playbooks, and communities of practice.
• Establish frameworks for responsible AI use, including bias monitoring, data privacy, audit trails, and regulatory alignment.

Director of CX AI

Business Analyst

• Gather, analyse, and document business requirements from stakeholders for digital projects and product enhancements.
• Translate business needs into clear functional and non-functional specifications, user stories, and acceptance criteria.
• Conduct detailed analysis of existing digital processes and systems to identify opportunities for improvement and innovation.
• Collaborate closely with development teams, UI/UX designers, and quality assurance testers throughout the software development lifecycle.
• Facilitate workshops, interviews, and meetings to elicit, validate, and refine requirements.
• Create and maintain comprehensive documentation, including process flows, data models, and system diagrams.
• Perform impact analysis of proposed changes, assessing risks, benefits, and dependencies.
• Support the product owner in defining the product roadmap and prioritising features based on business value.
• Assist in user acceptance testing (UAT) and provide guidance during system implementations.
• Stay updated on industry best practices and emerging digital technologies to inform strategic recommendations.

Digital Business Analyst

Cloud Engineer

• Develop and execute a comprehensive technology strategy that aligns with the organization's goals and objectives
• Lead the Architecture and DevOps team in designing, implementing, and maintaining a scalable, secure, and efficient technology infrastructure
• Foster a culture of innovation, experimentation, and continuous learning
• Collaborate with cross-functional teams to integrate AI and Machine Learning (ML) into our DevOps and delivery processes
• Develop and manage budgets, forecasts, and resource allocation plans
• Provide technical leadership and guidance to the team
• Identify, assess, and mitigate technical risks
• Build and maintain relationships with key stakeholders
• Stay up-to-date with industry trends, emerging technologies, and best practices

Director of Cloud Infrastructure

Vice President

• Own the end-to-end strategy and execution for Revenue Platforms, transitioning from manual workflows to AI-augmented processes.
• Lead Salesforce refactoring to reduce technical debt and implement a modular, product-oriented operating model.
• Partner with Transformation leadership to enable complex, hybrid revenue models.
• Leverage optimization, data lifecycle and intelligence teams to drive improvements in CRM platform.
• Define a 'Zero-ETL' integration strategy across Salesforce, Zuora, Gainsight, and the AWS data warehouse.
• Drive enterprise-wide Quote-to-Cash efficiency, automating friction points between sales, contracting, and billing.
• Introduce AI agents to handle autonomous tasks such as data enrichment, forecasting accuracy, and tier-1 commercial support.
• Lead and evolve a multi-functional organization of ~18, shifting the culture from 'ticket-taking' to 'platform engineering'.
• Act as a strategic advisor to CRO leadership, influencing investment in emerging GTM technologies.
• Implement high-standard governance and release management frameworks to ensure platform stability during rapid scaling.

Vice President, Revenue Platforms

Account Executive

• Identify and establish relationships with key decision-makers and influencers in target accounts.
• Research key accounts to assess business opportunities.
• Create and manage telephone and email prospecting campaigns for new business.
• Lead solution discovery to understand client requirements, objectives, and priorities.
• Present SS&C Intralinks business solutions using appropriate sales approaches and techniques, including team and/or consultative presentations and efforts.
• Work with senior management and corporate counsel, negotiate contracts, and provide all follow-up to deliver signed contracts.
• Maintain strong sales pipeline and forecast to increase visibility of short and long-term prospects through our CRM system salesforce.
• Meet agreed monthly/annual performance in both client activity (meetings/demos etc.) and quota achievement.
• Collaborate with other SS&C businesses and sales team on joint/collaborative efforts.

Senior Account Executive – Alternative Investments

Director

• Take full end-to-end ownership of fee calculation and performance, establishing standards, accountability, and a high-performance team culture
• Design and implement scalable, production-grade fee and performance solutions that replace manual processes and support growth across complex fund structures
• Partner with engineering and product to translate LPAs, waterfalls, and performance logic into automated systems, data models, and calculation engines
• Oversee all fee calculations and performance outputs (IRR, MOIC, TVPI, DPI), ensuring they are consistent, auditable, and supported by strong validation and control frameworks
• Implement repeatable, institutional-grade processes with robust controls, minimizing operational risk and key-person dependencies
• Act as the senior escalation point, confidently addressing complex issues while influencing cross-functional stakeholders and building client trust
• Recruit, develop, and lead a team that operates with urgency, ownership, and a relentless focus on execution and measurable outcomes
• Define and track KPIs (automation rates, error reduction, cycle time, scalability) to continuously improve efficiency and deliver results at scale

Director of Fee Calculation – Performance, Private Markets

Full-stack Engineer

• Provides vision, planning and coordination of all software development and implementation activities
• Establishes standards in software development and integration
• Participates in the strategic decisions about technology, definition, and implementation of software solutions
• Prioritize and allocate projects, products, and resources in line with business priorities
• Prepare project business cases in collaboration with stakeholders
• Apply Project Management best practices to meet project plan, time and scope objectives
• Drive overall architecture, define application security guidelines and certifications of software business solutions
• Ensure software engineering best practices, methodology and procedures are used to ensure reproducible development/implementation of high quality, while keeping costs under control
• Manage Software Quality Assurance striving to achieve a high level of quality and independent verification of software reliability
• Implement process improvement programs and efficiencies
• Promote the use of innovative technologies that will provide benefits to the organization.
• Deliver progress reports and proposals to the CTO and the business community.

Full Stack Developer

Product Manager

• Responsible for managing the WalletShare for Alternatives data and user interface
• Capturing client feedback and developing requirements
• Managing the sprint process with technical partners
• Developing the strategic and technical vision for the product roadmap
• Responsibility for relationship development and management with key individuals at each client
• Communicating client feedback across teams to ensure it informs the product roadmap
• Partnering with the Client Relationship team to ensure successful onboarding of clients
• Reviewing all training activities and ensuring they align with customer needs and product release rollouts

Solutions Engineer

• Architect AI powered digital workforce solutions that transform how enterprises operate.
• Partner with enterprise executives and senior stakeholders to shape automation and AI roadmaps aligned to strategic business outcomes.
• Design and deliver compelling demonstrations that showcase end to end intelligent automation across RPA, APIs, AI and orchestration capabilities.
• Influence strategic pipeline and drive high impact technical discovery conversations.
• Lead proof of concepts, pilots, and technical validations that accelerate enterprise adoption.
• Collaborate closely with sales, product, and engineering teams to bring customer insight back into platform evolution.
• Position SS&C Blue Prism as a trusted advisor in responsible and scalable AI adoption.

Senior Solutions Consultant

Operations

• Execute operational processes and procedures
• Onboard new functionality, asset classes, managers and more
• Provide operational consulting and execution support on projects such as client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations
• Conduct operational reviews to assess client environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows
• Advise on and support integrations across front, middle, and back-office systems, third-party vendors, data warehouses, and reporting platforms
• Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts
• Knowledge of month and quarter end processes and closing periods across administered, self-administered and family office setups

Principal Operations Specialist

Accountant

• Process Portfolio Reconciliations – Positions, Cash, Transaction Reconciliation with Prime Brokers, Custodians, Fund Administrators, ISDA Counterparties, FCM.
• Process Month-End Shadow Accounting – NAV, Trial Balance, and Tax Lots Reconciliations.
• Non-Trading Activity processing – e.g Corporate Actions, Subscriptions & Redemptions, Account Transfers
• Asset Servicing – e.g Swap Financing & Resets, Bond Amortisation, Option Exercises
• Break Resolution – Direct communication with 3rd Parties on resolving breaks.
• Communicate reconciliation results with Clients, 3rd Parties and internal stakeholders
• Document requirements, associated workflows and maintain artefact library.

Fund Accountant

Designer

• Creates plan documents and conducts a complete, section-by-section review of prospective plan documents, including adoption agreements and plan amendments to ensure compatibility with standard preapproved documents and client offerings
• Identify potential operational, administrative, and systems issues, validate available capabilities, or identify areas where support may be restricted
• Collaborates with plan sponsors and institutional clients to provide new or existing clients with interpretations of plan provisions
• Ensures the accurate preparation and completion of plan documents as directed by plan sponsors
• Offer pre-sale and post-sale support to sales representatives, internal business partners, and institutional clients.
• Assess the suitability of prospective plans and ensure they meet all ERISA qualification requirements

Retirement Plan Design Specialist

Manager

• Provide oversight for pricing procedures relating to client’s daily/monthly net asset value calculation and internal reporting
• Conduct analytical review across a broad range of products, including Options, FX, Equity, Fixed income, Swaps, Credit Derivatives, Derivatives Options and/or Hard to Value Securities
• Analysis of pricing discrepancies including valuation tolerance exceptions, stale prices, inadequate pricing support
• Managing price challenge process with third-party pricing suppliers
• Working with clients to resolve potentially mis-priced assets and/or unsubstantiated prices
• Presentation of material discrepancies and findings to clients’ valuations committee or equivalent authority
• Ad hoc analysis to respond to clients’ valuations committee queries
• Conducting periodic due diligence assessment of market data providers
• Conducting periodic statistical analysis to assess changes to price tolerance thresholds by product type
• Responsible for conducting portfolio testing using multiple price sources to help clients make vendor selections
• Build excellent client relationships by proactively giving periodic valuations update and provide supporting to adopt valuation governance and procedures that reflect industry best practices
• Developing business requirements for technology solutions to automating production processes
• Contributing to management information analysis and reporting

Manager, Alternative Valuations Control

Data Engineer

• Design and define data products, including dimensional models such as Star and Snowflake schemas.
• Architect scalable data acquisition patterns from databases, APIs, files, and messaging systems such as Kafka.
• Design and implement data validation, enrichment, and transformation processes using Python and pySpark.
• Establish frameworks for data quality, metadata management, data governance, and security.
• Define strategies for data distribution and consumption via files, APIs, messaging platforms, warehouses like Snowflake, and analytics tools.
• Collaborate with data engineers, analysts, and business stakeholders to translate requirements into scalable architectures.
• Evaluate and integrate emerging technologies to optimize performance, scalability, and cost efficiency.
• Ensure data architectures follow best practices for reliability, performance, and maintainability.

Data Architect

• Implement and maintain end-to-end data pipelines for data acquisition from diverse sources, including databases, APIs, files, and messaging systems such as Kafka.
• Build robust data validation, enrichment, and transformation workflows using Python and pySpark.
• Develop and optimize data storage and querying layers using technologies such as Apache Iceberg, Trino, StarRocks, and Snowflake.
• Implement and maintain dimensional data models, including Star and Snowflake schemas, as defined by data architecture standards.
• Integrate and manage streaming data flows using Kafka for both ingestion and real-time data distribution.
• Design and implement data quality checks, monitoring, and alerting to ensure high data reliability.
• Contribute to metadata management, data governance, and security practices, including access controls and data masking.
• Enable data distribution and consumption through files, APIs, Kafka, Snowflake data sharing, and analytics tools.
• Optimize pipeline performance, cost, and scalability while troubleshooting and resolving production issues.
• Collaborate closely with data architects, analysts, data scientists, and stakeholders to deliver high-quality data products.
• Mentor junior engineers and promote best practices in code quality, testing, and CI/CD for data pipelines.