University Toolkit

University Administrators

Thank you for participating in the Envestnet Institute on Campus program and committing your time to helping students of the program be as successful as possible in completing the course and eventually starting their careers.  University Administrators are a vital part of students’ success, and we find that the more involved university administrators are, the more students complete the program, participate in the Resume and Internship Hub, and actively seek internships and jobs.

To make your role a bit easier, we have developed and curated materials that you can share with student participants.

Website:  This resource  is constantly updated. Students can learn about the different offerings we have developed, such as the Resume and Internship Hub and the Women’s Initiative.  We update this website often with interesting articles we believe would be beneficial reads for students, as well as video content we continue to develop.  All videos on the site can be downloaded and shared with students, or they can view them directly from the site.  In addition to these resources, we have provided several documents that can be used as handouts, and presentations you can use to show students the benefit of signing up for the program.


Program Overview: This document describes the program’s mission statement, objectives, and curriculum, as well as shows all participating universities and highlights of the program.  This overview can be used as a handout to students interested in participating in the program.



Program Overview Slideshow: This deck describes the program’s goals and objectives, hightlights, and shows all participating universities and faces of the program.  This overview can be used as a presentation to fellow administrators interested in learning more about the program.



Program Overview 1-Pager:  This document can be used to provide a brief overview of the Envestnet Institute on Campus for it’s program description, highlights of the program, curriculum, course description, and current session schedule.




Ways We Help Students:  The Ways We Help Students handout serves to explain to students interested in taking the course how they will benefit from the program, what the time commitment is, and what student alumni have to say about the program.



Resume Hub Overview:   One of our newer initiatives is a Resume and Internship Hub, powered by DAKdirect.  This initiative gives graduates of the program the opportunity to get their experience and skills directly in front of hiring managers.  This document explains how the Resume and Internship works, details why we partnered with DAKdirect for this initiative, and shows a sample workflow of how the process works.


Hiring Trends:  Written by Steve Clark, President of DAK Associates, this article discusses the current landscape for hiring in the Wealth Management space and can show students the potential opportunities within the industry.



Case Study: Read the case study on Hezekiah Ross to see how the Envestnet Institute on Campus can produce high quality job candidates who have successfully completed the program.



Talent Challenge:  This one pager was created to explain why we are so passionate about this program, and how we plan to meet our mission.  We typically share this document with industry leaders, but you may find it beneficial to share with other colleagues either within your university or at another one that has not yet signed up to participate in the program.


Speaker Events: One-hour interactive session for students focused on current career path opportunities in Wealth Management.  We offer in-person or webex presentations to students from industry leaders to present their experiences, the current landscape of the industry, and options for potential career paths to students in the program.  These events also give them a chance to ask questions and network with longtime industry executives.

Speaker Events Ad:  You can fill in event details and display the advertisement on monitors or TVs to invite students to attend the event and learn more about the program.

University Video: Utilize this video to showcase the importance of the program, our mission, the challenges the industry is currently facing, and the features of the program.  Hear directly from industry executives, Envestnet Institute on Campus Leadership Team members, and program alumni.  We often use this video to appeal to industry leaders who may serve as program sponsors, but it is a well-rounded piece that is valuable to view across broad audiences, including student prospects and university officials.


Women in Wealth Management Video: In this video, Cheryl Nash, Envestnet Institute on Campus Leadership Team Member and pioneer behind out Women in Wealth Management Initiative, discusses how Envestnet Institute on Campus is helping achieve greater diversity in the industry and preparing college students get ready for opportunities with education and guidance.

The program continues to grow and expand its offerings. Have a question?

Jim Seuffert is currently scheduling one-on-one calls to discuss where we are today and where we are headed.

Let us know your availability and we will schedule a call.



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