#Envestnet #client experience #Jane Graham

Envestnet Welcomes Jane Graham as Senior VP of Client Experience

Envestnet, known as a leading Adaptive WealthTech company, has made a significant leadership appointment by bringing Jane Graham on board as the new Senior Vice President of Client Experience. This role is pivotal as part of Envestnet's $1 billion investment strategy aimed at refining the experiences advisors have on its platforms.

Jane Graham brings a wealth of expertise with over 15 years dedicated to elevating the client service sector within high-growth technology businesses. Her insights will be instrumental in creating a seamless client experience that ultimately aims to help advisors maximize the potential of Envestnet’s services. With an extensive background in client success, client retention, and large-scale transformations, she's poised to make a lasting impact in this newly established position.

In her new role, Graham will oversee critical areas such as client success, service delivery, and operational support, forging a more unified experience for advisors. This initiative is geared towards enhancing client retention strategies, improving service delivery, and integrating support operations which will directly empower financial advisors to foster long-lasting relationships with their own clients.

According to Chris Todd, CEO of Envestnet, Jane’s arrival comes at a transformative moment for the company as it modernizes its platforms, integrates new technologies like artificial intelligence, and merges operations following acquisitions. Todd emphasizes that a standout client experience is central to enabling advisors, and Graham’s proven track record will ensure they gain significant value from every investment made into the Envestnet ecosystem.

Prior Experience and Impact

Before stepping into this role at Envestnet, Graham spent nearly nine years at UKG where she moved through various leadership positions responsible for managing teams that oversaw significant customer service outcomes and revenue growth. Her previous achievements include managing a global organization dedicated to relationship management, which supported over 20,000 customers and generated over $4 billion in recurring revenue. Overall, her expertise in orchestrating client engagement strategies and enhancing satisfaction is expected to lead Envestnet’s platforms into a positive new chapter.

The focus of her strategy will revolve around creating a singular, accountable team that serves advisors across Envestnet’s platforms—including Tamarac and MoneyGuide—aiming for faster resolutions, streamlined onboarding processes, and limited handoffs. With the company rapidly unveiling new innovations, Graham will ensure that clients can readily adopt these capabilities and see tangible benefits.

Graham stated her excitement about joining Envestnet at a time when the company is uniquely positioned to provide tremendous value to advisors.