Scott Paster
VP of Client Strategy at Ellevate | Helping RIAs optimize technology and operations for scalable growth
- Role
- Vice President of Client Strategy at Ellevate
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
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.
Experience
Vice President of Client Strategy
Oct 2025 — Present · Ponte Vedra Beach, FL, US
Partner with RIAs and wealth management firms to align technology platforms and operations with long-term growth and client service goals.• Provide strategic guidance on optimizing tech stacks, streamlining workflows, and implementing outsourced managed services to increase efficiency and scale.
Education
Florida State University
Finance
Skills
- Financial Advisory
- Series 7
- Budgets
- Finance
- Mutual Funds
- Customer Service
- Loans
- Fixed Annuities
- Team Building
- Sales
- Analysis
- Retirement Planning
- Series 63
- Insurance
- Business Process
- Six Sigma
- Small Business
- Investments
- Financial Analysis
- Wealth Management
- Leadership
- Employee Benefits
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