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


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


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



Measurable return on investment.



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

Jim Patrick; former Envestnet Institute On Campus Advisory Board Member shares his thoughts on the program.

~video recorded at Envestnet Summit; May 2019~

Jim Seuffert, former 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 2023

Having 58 participating colleges and universities.

Have 49 schools participating.

Have over 7,000 students complete the program.

Have over 5400 graduates.

Have 50% women participants.

Currently, 32% of participants are women!

Have 50% minority participants.

Currently, 28% of participants are minorities!

Have 50% or more of participants enter the industry.

Since inception, close to 15% 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

Wenham, Massachusetts

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

Burlington, Vermont

Madison, Wisconsin

Villanova, Pennsylvania

Western Kentucky University

Bowling Green, Kentucky

Chester, Pennsylvania


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 5,200 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>

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>



BlackRock (NYSE: BLK) is trusted to manage more money than any other investment firm*. Our business is investing on behalf of our clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to us.

BlackRock has world-class capabilities designed for our clients’ greatest needs, with a comprehensive range of products and services across asset classes, geographies and investment strategies. We have expertise in every region around the world, with 135 investment teams in 30 countries sharing their best thinking in order to seek better returns.

Their clients come from every corner of the globe. They are governments, companies, foundations, and millions of individuals saving for retirement, their children's educations and a better life.

Learn more>


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.

245 Summer Street,​ Boston, MA 02210

Fidelity InstitutionalSM (FI) provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; institutional advisory services provided by Fidelity Institutional Wealth Adviser LLC.

©2021 FMR LLC. All rights reserved.


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