#United States #Envestnet #Berwyn #Chief Marketing Officer #Sue Burton

Envestnet's Strategic Shift with New CMO Sue Burton

Envestnet, a prominent player in the connected technology and financial management space, has taken a significant step toward enhancing its market presence by appointing Sue Burton as Chief Marketing Officer (CMO). This announcement, made on January 7, 2026, emphasizes the company's commitment to fostering growth and improving the digital experience for clients.

Leadership Transition

In her new role, Burton will report directly to Chris Todd, the CEO of Envestnet, and oversee the company’s global marketing strategies. Her responsibilities will include managing various marketing aspects such as brand development, communications, and demand generation. One of her primary missions is to construct an integrated marketing framework that not only strengthens Envestnet's market leadership but also enhances the overall performance of its digital engagement strategies.

Chris Todd remarked, "Sue is a growth architect. She brings depth across financial services and knows how to connect digital experience, demand, and revenue into a system that scales." This recognition underlines the vital role Burton is expected to play as Envestnet embarks on its next phase of expansion.

Sue Burton's Background

With over two decades of experience in financial services marketing, Burton is recognized for her ability to transform organizations into high-performance entities focused on growth. Her previous role was as Senior VP of Marketing, Digital, and Member Experience at Digital Federal Credit Union (DCU), where she led initiatives that resulted in significant deposit growth and enhanced digital engagement through AI-driven personalization techniques.

Before her tenure at DCU, Burton accumulated invaluable experience at Bank of America, where she worked in numerous key positions. Here she was instrumental in defining and scaling the Private Bank's global value proposition and introducing pivotal digital engagement strategies.

Her earlier career included stints at renowned financial institutions such as JPMorgan Chase and Fidelity Investments, securing a diverse foundation of marketing knowledge and skills necessary for today's complex financial landscape.

A Vision for the Future

Burton's vision for Envestnet is to create a modern, digital-centric growth engine that can effectively connect brand messaging with client demands. Burton stated, "Envestnet sits at the hub of where advice, technology, and experience converge. This is a company with extraordinary potential, and I'm energized to help unlock that next phase of performance." Her approach is to leverage her extensive experience to elevate the brand and enhance client experiences through sophisticated marketing initiatives.

Conclusion

As Envestnet moves forward with Sue Burton at the helm of its marketing efforts, industry stakeholders will be keen to observe how her expertise and vision translate into tangible growth and an invigorated digital experience for clients. Envestnet, recognized for its Adaptive WealthTech solutions, is well-positioned to lead the financial advisory space into a more integrated technological future. For more insights on how Envestnet is shaping financial advice's trajectory, you can visit their official website at www.envestnet.com.