Spring 2025 Session

February 10 – April 14

 

 

 

Envestnet Institute On Campus

An educational program geared toward students seeking a career in wealth management.

Envestnet Institute On Campus

A Joint Initiative By Industry Leaders

Our Mission

Providing the asset and wealth management industry with a talented, diverse pool of workforce-ready interns and entry-level employees.

Hear 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.

The Envestnet Institute On Campus is pleased to present our seventh annual report with data ending June 30, 2024 (academic year 2023-2024). We continue to inspire the next generation and through the growth and expansion of the program we are proud to show stakeholders our success and the progress of its efforts.

Program Sponsors

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>

Fidelity Investments

Fidelity Investments® helps over ~40 million people feel more confident in their most important financial goals, manages employee benefit programs for over 23,000 businesses, and supports more than 3,600 advisory firms* 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>

*Specifically serviced by our Clearing & Custody team within FI


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.

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.

897742.21.0

 

BlackRock

BlackRock (NYSE: BLK) is one of the world’s leading providers of investment, advisory and risk management solutions. As a global investment manager and a fiduciary to our clients, we’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

Our purpose at BlackRock is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Learn more>

Franklin Templeton

Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Our unmatched range of specialist managers provides our clients deep expertise across asset classes, investment styles, and geographies. All with a single focus: delivering better client outcomes. 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.

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.

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.

897742.21.0

   

 

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
 
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