Mentoring Program

The Women in Wealth Management Leadership Team is excited to launch its second round of our mentoring program for women that have completed the requirements of Envestnet Institute on Campus program. The program is by invite-only for students who are planning to graduate in May 2019.

Objective and Purpose

The objective of the Women in Wealth Management Mentoring Program is to connect students interested in the Asset and Wealth Management industry with seasoned veterans of the industry. The purpose of the Program is to help young women learn more about the industry opportunities in the wealth management industry. The Program also serves as an opportunity for reverse mentorship, whereby the students can offer fresh perspectives and ideas to the mentor. Reverse mentoring also provides the chance for senior executives to get an understanding of what is important to younger workers and potentially bring that back into their business.


Determining defined and clear goals will give the relationship a clear direction and purpose. Take the time in the beginning of the relationship for both the mentor and mentee to discuss what benefits they are looking to obtain from the pairing.

  • Determine what you are looking to get out of the relationship (i.e. competency development, career advancement, leadership skills development, gain knowledge in a particular topic area, etc.)
  • Set reasonable benchmarks and the steps you can take to continue to work towards your ultimate goal
  • Discuss what challenges you may face on your way to achieving your goal and how you can best prepare to work around them (i.e. availability of advancement opportunities, need to further your formal education, length of time needed to develop a new skill or competency)
  • Implement the benchmarks into your mentorship timeline by determining meeting topics of conversation and homework

Mentor Relationship Timeline

The 2018-2019 Envestnet Institute on Campus’ Women in Wealth Management Mentoring Program involves active participation of both the mentor and mentee over a 12-month period. Participants will join the program in April 2018 and ‘graduate’ in April 2019.

Topics of Conversation

Make the most of your mentor/mentee relationship by determining compatibility and establishing chemistry early-on. We suggest these conversation topics to kick-start and grow the relationship:

  • Industry news and trending topics
  • Industry challenges and opportunities
  • Career goals and progression
  • Determining the right corporate culture fit
  • How to adjust to changes in employer, role, and responsibilities
  • Continuing education recommendations
  • Achieving work/life balance
  • Plan and managing your finances after college
  • Getting involved with “extracurricular activities” after graduation

Mentee Responsibilities

  • Initiate, schedule, and adhere to monthly engagements either via phone, Skype, or in-person meetings
  • Ask questions, prepare got meetings, and proactively contribute
  • Serve as a sounding board for ideas
  • Accept feedback and coaching
  • Maintain confidentiality at all times
  • Create LinkedIn page and professional resume


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