How to Participate

Become an Advocate for Students Looking to Explore a Career In Wealth Management.

Envestnet Institute on Campus has built a robust program to provide the Wealth Management industry with the next generation of leaders.  We were able to do so through the support of participating universities, industry sponsors providing scholarships to students, and companies that continue to offer internships and jobs to EIOC alumni.  See below for ways to get involved.

Become a Sponsor

Sponsors allow us to offer our EIOC program to both students and universities free of cost.  With each new sponsor, we are able to impact more students and offer the industry more workforce-ready employees.

View our Strategic Plan and Sponsorship Opportunities to learn more.

Sign Up Your University

Participating universities each receive 25 scholarships per year to offer to interested students.  At no cost to the university or the student, EIOC makes it easy to provide your students with the resources they need to graduate college with a job.

If your university is not currently participating, you can reach out to Jim Seuffert at or Tricia Baxter.

Hire a Student

Our top goal for this program is to help students eager to join the Wealth Management industry find internships and jobs, while simultaneously solving for the industry’s talent challenge by training new employees to add value on day one.

Plus, we’ve made it easy for you to find your newest intern or hire.  Our partnership with DAKdirect makes it easy to quickly find candidates.  Learn more about just how easy it is on our Resume and Internship Hub Page and reach out to Steve Clark.


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?