Overview for Sponsors

Solving for the next generation of talent

Overview for Sponsors

Solving for the next generation of talent

s

Obstacle

The asset and wealth management business has a talent challenge.

Solution

Students are taught the fundamentals and language of the industry as well as possible career paths for employment.

N

Results

Firms and their clients benefit from intentional hiring practices.

Program Goals Through 2021

Having 50 participating colleges and universities.

We are on track to meet this goal!

Have 6,000 students complete the program.

We are on track to meet this goal!

Have 40% women participants.

Currently, 34% of participants are women!

Have 40% minority participants.

Currently, 32% of participants are minorities!

Have 70% or more of participants enter the industry.

Since inception, 66% of located graduates have entered the industry!

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.

As a program sponsor, Cheryl Nash, President of Investment Services; Fiserv, leads the Women in Wealth Management Initiative. 

Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives you the tools to conquer complexity and drive your success. Learn more>

Jackson National Life Insurance Company

Jackson (NASDAQ: JNLI) is a leading provider of retirement products for industry professionals and their clients. The company and its affiliates offer variable, fixed and fixed index annuities designed for tax-efficient growth and distribution of retirement income for retail customers, as well as products for institutional investors. Learn more>

Fiserv

Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and deliver financial services experiences in step with the way people live and work today. For more than 30 years, Fiserv has been a trusted leader in financial services technology, helping clients achieve best-in-class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and insights and optimization. Fiserv is a member of the FORTUNE® 500 and has been named among the FORTUNE Magazine World's Most Admired Companies® for five consecutive years, recognized for strength of business model and innovation leadership. Learn more>

Fidelity Investments

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Learn more>

Learn More

Program Overview

To build a bridge between the college and university environment and the asset and wealth management solutions industry to train talented students and better position them for employment,

Addressing The Talent
Challenge

It’s no secret that the asset and wealth management industry has a
TALENT CHALLENGE.
We’re addressing the issue.

Resume Hub: How it Works

To further meet Envestnet Institute on Campus’ mission of bridging the gap between higher education and the asset and wealth management industry…

Envestnet Institute On Campus

Advisory Board

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

Deirdre, BIO HERE

Deidre Kosier, Assistant Vice President, Strategic Support Program & Operations Learning and Development.

Jackson National Life Insurance Company

Valerie created Valmo Ventures, which advises and invests in companies that add value both to
investors and society. Learn more >

Valerie Mosley, CFA, CEO

Former Senior Vice President, Partner and Investment Strategist, Wellington Management Company, Valmo Ventures

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 is a currently a Product Manager with the Envestnet|Yodlee Analytics team. She has been involved with Envestnet Institute on Campus program since its inception in 2015 as the Associate Program Director. Her responsibilities included interacting with the students, universities and sponsors. In addition, she managed the website, eLearning program and all inquiries on the program.

In 2019, Tricia transitioned from the tactical responsibilities of the program and joined the Advisory Board in 2019 to help support efforts to grow the program.

Prior to her current position, Tricia worked at Wheelhouse Analytics, which was acquired by Envestnet in 2016. In this role, she was on part of the Product Development team and led the Education platform development.

Tricia has previously held positons at Coates Analytics and Nuveen Investments. Learn more>

 

 

Tricia Baxter

Director of Data Partnerships, Envestnet Analytics

Anand Sekhar, is Vice President of Practice Management & Consulting for Fidelity Clearing & Custody Solutions®, a leading provider of custody and brokerage services and a unit of Fidelity Investments. In this role, he is a strategic business consultant to clients and contributor to Fidelity’s Practice Management program, helping lead the direction and development of advisor tools, whitepapers and resources in the areas of client experience, strategic planning, and talent strategies.

Prior to his current role, Anand spent several years in roles in Fidelity’s retirement division and as part of a mid-level leadership development program rotating across the firm.

Prior to joining Fidelity in 2004, Mr. Sekhar worked for several years at Procter & Gamble helping launch Charmin into Canada and Latin America.

Mr. Sekhar received a Bachelor of Science in Chemical Engineering from Rensselaer Polytechnic Institute and a Masters of Business Administration from Babson College.

Anand Sekhar, Board Member & Sponsor

Fidelity Clearing & Custody Solutions

Disclosure,

Fidelity Investments is an independent company, unaffiliated with Envestnet Institute On Campus. Fidelity Investments is a sponsor of Envestnet Institute On Campus. There is no form of legal partnership, agency affiliation, or similar relationship between Envestnet Institute On Campus and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Envestnet Institute On Campus and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.

200 Seaport Boulevard, Boston, MA 02210

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

©2019 FMR LLC. All rights reserved.

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Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.

~Barack Obama

 

 

Strive not to be a success, but rather to be of value.
~Albert Einstein
 

 

The beautiful thing about learning is that no one can take it away from you.
~B.B. King