BERWYN, PA — Envestnet has named Sue Burton as its new chief marketing officer, a move that signals a sharper focus on digital growth, brand power, and revenue-driven marketing as the wealth technology firm pushes into its next phase of expansion.
Burton will report to Chief Executive Chris Todd and oversee Envestnet’s global marketing organization, spanning brand, communications, demand generation, channel and product marketing. Her mandate is to build an integrated marketing engine that links digital experience, content, and multichannel engagement into a single growth platform.
“Sue is a growth architect,” Todd said. “She brings depth across financial services and knows how to connect digital experience, demand and revenue into a system that scales. As Envestnet enters its next phase of expansion, Sue’s leadership will sharpen our brand, strengthen our marketing engine, and deepen the value we deliver to advisors and their firms.”
Burton arrives with more than two decades of experience in financial services marketing and growth strategy. Most recently, she served as senior vice president of marketing, digital, and member experience at Digital Federal Credit Union, where she drove double-digit deposit growth, expanded AI-powered personalization, and rebuilt lifecycle marketing to boost long-term member value.
Before DCU, Burton spent nearly 10 years at Bank of America, most recently as wealth management chief experience officer and private bank segment executive. In that role, she helped define and scale the bank’s global private banking value proposition, pushed digital engagement among advisors and clients, and delivered gains in referrals and revenue. Earlier at Bank of America, she led enterprise brand and local market activations across 93 U.S. markets and expanded the Better Money Habits financial education platform into a major brand and growth driver.
Her earlier career included senior roles at JPMorgan Chase and Fidelity Investments, where she led large-scale product launches, customer experience initiatives, and revenue growth programs across wealth management, banking, and fintech.
“Envestnet sits at the hub of where advice, technology, and experience converge,” Burton said. “My focus is on building a digital-centric, modern growth engine that connects brand, demand, and execution. This is a company with extraordinary potential, and I’m energized to help unlock that next phase of performance.”
For Envestnet, the hire underscores how competitive the wealth technology market has become, as firms race to win advisors and assets through better digital tools, stronger branding, and more personalized client experiences. By putting a seasoned growth strategist in charge of marketing, Envestnet is making clear that it intends to compete on all three fronts at once.
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