Envestnet Appoints Jane Graham as Senior Vice President of Client Experience
Envestnet has appointed veteran executive Jane Graham as the newly created Senior Vice President, Client Experience. Joining the Executive Committee, Graham will lead client success, retention, and support operations to create a unified experience across Envestnet's ecosystem, including Tamarac, MoneyGuide, and its enterprise platform. The move is part of Envestnet's $1 billion five-year investment plan aimed at modernizing its platforms and improving advisor adoption. By consolidating client-facing teams under one strategy, the company aims to streamline onboarding, service delivery, and renewals while integrating recent acquisitions like Vestmark.
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