Scott Paster
Vice President of Client Strategy at Ellevate
Based in Jacksonville, United States
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Seniority
Vp
Department
General Business & Management
Location
Jacksonville
Industry
Financial Services
Company size
20
Contact information
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s•••••••@ellevateft.com
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Background
About Scott Paster
Relationship-focused, operations-minded, and WealthTech fluent - I bring 15+ years of experience at the intersection of wealth management and technology. Most recently at SS & C Technologies on the Black Diamond Wealth Platform, I’ve helped Registered Investment Advisors (RIAs), family offices, and broker-dealers strengthen client relationships, streamline operations, and achieve measurable business results. My core strengths include: • Managing enterprise level relationships by actively listening, understanding priorities, and delivering tailored solutions • Identifying client needs and strategically cross-selling complementary products and services to drive account growth and increase revenue • Collaborating with product and operations teams to implement solutions that boost adoption and client satisfaction • Leveraging deep knowledge of RIA workflows and investment performance reporting to advise clients on best practices I’m currently seeking a new opportunity to leverage my skills in a relationship management, account management, or client success role within the wealth management technology space. If your team values strong client partnerships, operational excellence, and measurable results, I’d welcome the chance to connect.
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