Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead for Black Diamond Wealth Solutions
How a Unified Brand Is Moving Wealth Management Forward.
How a Unified Brand Is Moving Wealth Management Forward.
In this year-end episode of Tech It Up, host Jasmin Conner talks with Jen Becher and Steve Leivent about the milestones that shaped 2025 for Black Diamond Wealth Solutions. They cover the impact of the rebrand, how advisor relationships strengthened, and the leadership lessons learned through a year of major change. Jen and Steve also share what they are looking forward to in 2026, including new opportunities for integration, innovation, and advisor success.
Jen is responsible for onboarding new clients onto SS&C Black Diamond Wealth Solutions. She ensures the implementation process is smooth and successful so that new clients can reap the benefits of their new platform from day one. Once onboarded, her Client Service teams ensure each firm’s operations run smoothly.
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Steve Leivent is the SVP and Co-General Manager of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure. Steve holds a B.S. in Economics from Rowan University.
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