Overview for Universities

Preparing workforce-ready graduates for a career in wealth and asset management

Overview for Universities

Preparing workforce-ready graduates for a career in wealth and asset management
s

Obstacle

Universities are generally challenged keeping up with current career paths and opportunities in wealth management.

Solution

Designed to compliment traditional university coursework, practical and up-to-date knowledge makes students more employable.

R

Results

Measurable return on investment.

 

 

The Envestnet Institute On Campus program provides numerous benefits to participants – including the DAK Associates Resume Hub. Jim Seuffert, chairman of the board and Jim Patrick, advisory board members, explain how the Resume Hub works and it’s advantages.

Jim Patrick; Group President of Envestnet PMC and Envestnet Institute On Campus Advisory Board Member shares his thoughts on the program.

~video recorded at Envestnet Summit; May 2019~

Jim Seuffert, Chairman of the Advisory Board for the Envestnet Institute On Campus introduces the program and why it is so beneficial.

~video recorded at Envestnet Summit; May 2018~

 

 

Program Goals Through 2021

Having 50 participating colleges and universities.

Have 43 schools participating.

Have 5,000 students complete the program.

Have over 4200 graduates.

Have 40% women participants.

Currently, 34% of participants are women!

Have 40% minority participants.

Currently, 31% of participants are minorities!

Have 50% or more of participants enter the industry.

Since inception, 25% of located graduates have entered the industry!

 

 
 

Participating Universities

Waco, Texas

Waltham, Massachusetts

Smithfield, Rhode Island

Butler University

Indianapolis, Indiana

Orangeburg, South Carolina

Madison County, New York

Charleston, South Carolina

Worcester, Massachusetts

Dover, Delaware

Elon, North Carolina

Elmira, New York

Fairfield, Connecticut

Bronx, New York

High Point, North Carolina

Nassau County, New York

Washington, D.C.

Normal, Illinois

Lake Forest, Illinois

Memphis, Tennessee

Emmitsburg, Maryland

Salem, Virginia

Glassboro, New Jersey

New Brunswick, New Jersey

 Jersey City, New Jersey

 South Orange, New Jersey

Philadelphia, Pennsylvania

Stonehill College

Easton, Massachusetts

College Station, Texas

Middlesex County, Massachusetts

New York City, New York

Los Angeles, California

Schenectady, New York

 Tucson, Arizona

Charleston, West Virginia

Newark, Delaware

West Hartford, Connecticut

Memphis, Tennessee

Miami-Dade County, Florida

Durham, New Hampshire

Wilmington, North Carolina

 South Kingstown, Rhode Island

San Juan, Puerto Rico

San Diego, California

Madison, Wisconsin

Villanova, Pennsylvania

Western Kentucky University

Bowling Green, Kentucky

Chester, Pennsylvania

Envestnet

​Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.

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>

Fidelity Investments

Fidelity Investments® helps over 32 million people feel more confident in their most important financial goals, manages employee benefit programs for over 22,000 businesses, and supports more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Fidelity’s diverse businesses and independence give Fidelity insight into the entire market and the stability needed to think and act for the long term as the firm delivers value to its customers. Learn more>

 

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.

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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