Envestnet Institute On Campus

A scholarship program geared toward students seeking a career in wealth management.

Envestnet Institute On Campus

 

A Joint Initiative By Industry Leaders

Hear industry leaders discuss the current talent challenge and how Envestnet Institute on Campus can attract young, talented individuals to the wealth and asset management industry.

The Envestnet Institute On Campus proudly published its Mid-Year Review in June 2018 to share the continued growth and expansion of the program. After much success since inception in 2015, the program is thrilled to show stakeholders the progress of its efforts.

View the 2018 Mid-Year Review 

View the 2017 Annual Report 

Envestnet

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

Fiserv

Fiserv is a world-leading financial services solutions provider. Our Investment Services division is an industry innovator and makes it easy to invest and manage money.

Wheelhouse Analytics

Wheelhouse Analytics provides online education, powerful analytics and mobile sales platforms, and robust intermediary management tools that help firms answer some of the most important questions facing distribution executives.

Fiserv is one of our program sponsors.

Cheryl Nash, President Investment Services, Fiserv, leads the Women in Wealth Management Initiative.

Building the bridge between universities and the wealth management industry through innovative programs that deliver real-world experiences to students.

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Addressing The Talent Challenge

 

Download (PDF, 238KB)

Program Overview

Download (PDF, 296KB)

Resume and Internship Hub: How it Works

Download (PDF, 919KB)

The Leadership Team

Jim is the former Chief Executive Officer of Pershing Managed Account Solutions, and former co-founder and Chief Operating Officer of the Lockwood family of companies. He is a former Managing Director and member of the Executive Committee for Pershing LLC… Learn More >

Jim Seuffert, Program Director

Envestnet

Jim Patrick provides the leadership and strategic vision to all of the Advisor Services teams within Envestnet. These divisions span the institutional and advisor sales teams (both RIA and Enterprise Sales), the Enterprise Consultant teams, and the Practice Management team that focuses on innovative solutions for Envestnet’s growing client base. He also leads the efforts in the development and distribution of insightful investment intelligence through innovative technology that leverages our consulting services, research, and investment solutions. Learn More >

Jim Patrick, Board Member & Sponsor

Envestnet

Cheryl Nash is President for Investment Services at Fiserv, the leading global provider of financial services technology solutions. Cheryl is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry. Learn More >

Cheryl Nash, Board Member & Sponsor

Fiserv

Mr. Steven Clark joined DAK Associates in 1989. As President, Steven is principally involved in driving firm revenues, managing client company relations, setting strategic direction, and managing and directing the day-to-day efforts of DAK’s team of 6 professionals. Learn More >

Steven Clark, Board Member & Sponsor

DAK Associates

Tricia was a Product Manager at Coates Analytics from 2006 until May 2011. Her responsibilities included product development for the Distribution Management System… Learn More >

Tricia Baxter, Administrator

Wheelhouse Analytics

 

This program expanded my knowledge and understanding of the topic of wealth management above what I was taught in class.

- An EIOC Student Participant

 

 

I was unsure if I would be a good fit for the wealth management industry, but after seeing the different types of career opportunities and basic functions, I believe that I could have a great career in wealth management.

- An EIOC Student Participant

 

 

The handouts were extremely helpful! I learn by looking at materials in front of me and not just watching a video, so having them was great! The tests were not too hard but not too easy and covered a good range of what was talked about in each class. Very helpful and educational!

- An EIOC Student Participant

 

 

I always wanted to gain a better understanding on wealth management.  As a result of completing this course, I feel more enthusiastic about lifelong learning in this field.

- An EIOC Student Participant

 

Material is concise and relevant. So far I couldn’t be enjoying this course more. No wasted time and lots of great information.

- An EIOC Student Participant

 

 

As a graduate of the program, I am excited to see its growth. I credit much of my success in the wealth management industry to this amazing program. Thank you all for the work you do!

- An EIOC Student Participant

 

 

As a senior, I have not yet been introduced to these basic investment strategies. This program will be a big help in the future.

- An EIOC Student Participant

 

 

This course was very helpful in not only reviewing basic information but providing a more in-depth overview of managed accounts.

- An EIOC Student Participant

 

 

After taking the course, I realized I have the necessary foundation to further explore my career path in the asset management industry. I enjoyed the user friendly interface, as well as the interactive videos of each class. The detailed, real world explanations of the concepts proved to be the most beneficial element of the course since I gained a more thorough understanding of the professionals’ day to day tasks.

- An EIOC Student Participant

 

Interested in supporting or participating in the Envestnet Institute On Campus?

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