Nelson to Elevate the Docupace Client Experience and Enhance Engagement Across the Spectrum for Wealth Management Providers.

Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, announced the appointment of Mary Nelson as chief client officer. As chief client officer, Nelson will oversee all post-sale functions including onboarding, client success, support and professional services. Her leadership will be instrumental in advancing Docupace’s mission to eliminate friction and empower advisors to spend more time with clients.

“We’re building a client experience that reflects the diversity and complexity of the firms we serve,” said Docupace Chief Executive Officer David Knoch. “Mary’s leadership will ensure we deliver personalized, value-driven support at every stage of a firm’s journey — whether they’re a solo advisor or a national enterprise. Her passion for client outcomes and operational excellence makes her the perfect fit as we continue to scale.”

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Nelson joins Docupace with more than 20 years of experience leading high-performance teams at growing SaaS companies including Alkami and Aircall. She is recognized for transforming client success organizations, shaping strategies that scale with client needs, and creating measurable business impact.

Her appointment comes at a time of continued momentum for Docupace, which recently acquired Hubly — a powerful workflow management platform — and welcomed J.T. Petrilli to lead mergers and acquisitions. In 2025 alone, the company has celebrated both double-digit internal promotions and new hires, underscoring its commitment to investing in people and performance.

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“The wealth management industry is evolving in meaningful ways,” said Nelson. “Advisors aren’t just looking for tools, they need strategic partners who understand their world. Docupace has a unique opportunity to support this transition by listening to clients and building solutions that truly serve them. I’m thrilled to join a team so deeply committed to empowering financial professionals.”

Nelson’s hire marks a major step in Docupace’s broader strategy to deliver frictionless operations and empower advisors to spend more time with clients — advancing the firm’s vision to be the engine behind modern, human-centered financial advice.

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Source – PR Newswire