BERWYN, PA — Envestnet has appointed Jane Graham senior vice president of client experience, consolidating key customer-facing operations under a newly created executive position as the wealth management technology company pursues a $1 billion, five-year platform investment strategy aimed at improving advisor productivity and client retention.
Graham will oversee client success, service delivery, support operations, onboarding and contract renewals across Envestnet’s technology platforms, including Tamarac, MoneyGuide and its enterprise wealth management system. She will also join the company’s Executive Committee.
The appointment establishes a single leadership structure for functions previously operating across multiple platforms, with the objective of reducing service handoffs, accelerating problem resolution and improving adoption of new technology.
Envestnet’s restructuring comes as the company modernizes its software, expands artificial intelligence capabilities and integrates its recent acquisition of Vestmark. The investments are intended to help financial advisors manage client relationships, streamline operations and deliver financial planning and investment services through a more integrated technology platform.
“Jane joins Envestnet at a pivotal time in our evolution as we continue to modernize our platforms, invest in AI, and integrate our recent acquisition of Vestmark,” Chief Executive Officer Chris Todd said.
Todd said Graham’s experience managing customer relationships and retention programs would help advisors capture more value from the company’s technology investments.
The new operating structure will combine implementation and onboarding for Tamarac and Envestnet’s Unified Managed Platform, known as UMP, with support and service functions spanning Tamarac, MoneyGuide and UMP.
Graham will also oversee contract renewals for midmarket and small and midsize business customers across the platforms.
The consolidation is designed to provide advisors with more consistent service throughout their relationships with Envestnet, from initial platform implementation through ongoing support and contract renewal.
Graham brings more than 15 years of experience in customer success, service operations, retention and organizational transformation, including leadership roles at enterprise software companies UKG and Blackbaud.
She spent nine years at UKG, most recently serving as group vice president of specialty sales.
As group vice president of relationship management, Graham led a global organization of more than 500 employees responsible for executive relationship management, customer success, renewals and customer education.
That organization supported more than 20,000 customers and over $4 billion in recurring revenue, coordinating with sales leadership to manage client relationships and contract renewals.
Earlier at UKG, she directed global customer success and renewal operations serving more than 15,000 customers across more than 100 countries.
Before joining UKG, Graham held sales and marketing leadership positions at Blackbaud, where she developed customer retention operations supporting tens of thousands of clients and hundreds of millions of dollars in recurring revenue.
Her experience managing large customer portfolios and recurring revenue operations aligns with Envestnet’s efforts to strengthen customer relationships as it expands its technology offerings.
“Our clients expect a seamless experience across product, teams and touchpoints,” said Katie Evans, Envestnet’s chief operations officer. “Under Jane’s leadership, we will deliver a unified client journey from onboarding and service delivery to renewal and growth.”
Graham said her priorities include simplifying how financial advisors interact with Envestnet’s platforms and establishing clearer accountability for service delivery.
“My focus is on making it easier for advisors to get the most from Tamarac, MoneyGuide, and Envestnet’s enterprise platforms, with one team accountable for their success from onboarding through renewal,” she said.
The appointment places client retention and service integration alongside platform modernization as central elements of Envestnet’s strategy to strengthen its position in the wealth management technology market.
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