Women's Initiative

Women in Wealth Management

Now is A GREAT time for Women in Wealth Management

WHITEPAPER: A Road Map for College Women Pursuing a Career in Wealth Management

Cheryl Nash

Educate. Encourage. Inspire. Motivate. Achieve.

Discover, engage, and learn about the wealth management industry through the delivery of high quality content, activities, and experiential events.

Noreen Beaman

CEO
Brinker Capital

Nancy Camarata

Vice President
Managed Account Group
Neuberger Berman

Lori Hardwick

Former Chief Operating Officer
Pershing, a BNY Mellon company

Jean Hempel

Managing Director

Enterprise Services

Envestnet, Inc.

Estee Jimerson

Managing Director
Head of Asset Manager Distribution
Envestnet, Inc

Robyn Pollack

Gender Diversity/Inclusion Consultant, Speaker, Attorney
Trellis Consulting

Tricia Rothschild

Head of Global Advisor and Wealth Management Solutions
Morningstar

Jill Steinberg

Managing Director & Partner

Beacon Pointe Wealth Advisors

Jocelyn Wright

Assistant Professor
Women Studies
The American College

Stats: Why This Matters Now

Women compose 51% of the U.S. population, and not only outnumber men in graduating from college, but also represent the majority of the workforce.

Despite this statistic, the Bureau of Labor Statistics reports that women represent just 31% of U.S. financial advisors.

According to the CFP Board of Standards, currently, only 23% of Certified Financial Planners are women.

Women in financial services hold only 19% of senior level positions, 14% of board seats and 2% of CEO roles as reported in a PWC May, 2013 study.

Cheryl Nash, President of Investment Services, Fiserv, is leading theinitiative to inspire, educate and engage women with dedicated content through digital channels and experiential programs.

Join Us – Three Ways To Get Involved:

Sign Up For The Next EIOC Session

For a small time investment you’ll gain powerful insights into the wealth management industry. Contact your career counselor to sign up for the course. If your university is not currently participating, you can reach out to Jim Seuffert at or Tricia Baxter.

Join Cheryl’s Private LinkedIn Group

Once you complete the course, you will be invited to join Cheryl Nash’s LinkedIn Group. Be a part of a network of women empowering each other to succeed in the wealth management industry.

Access Videos of Women Leaders

Stay up to date with the women who are already making a huge impact in the industry. Learn from these women. Check out our video libraries for insights from Cheryl and other women leaders.

News: Women In Wealth

5 Misconceptions About Networking

May 9, 2018

Networking can be vitally important to our careers in many ways. This article from Harvard Business Review debunks some pervasive myths that might be holding you back from engaging with others within your industry.

Tips for Turning Your Internship Into a Full Time Job

May 2, 2018

Several human resource departments have reported that they search for their full-time employees from interns exhibiting the skills who have interned prior with their respective companies. The following 10 tips will increase your chances of your internship shifting...

From Advisee to Advisor: One Woman’s Path to Becoming a Financial Planner

Apr 23, 2018

Kimberly Beck, Vice President of Advisor Education at Envestnet explains in her most recent LinkedIn article how a visit to her alma mater's Career Day benefited her more than she would originally have thought. "About halfway through, a graduate a few years ahead of...

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

Interested in supporting or participating in the Envestnet Institute On Campus?

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