Overview for Sponsors

Solving for the next generation of talent

Overview for Sponsors

Solving for the next generation of talent
s

Obstacle

The asset and wealth management business has a talent challenge.

Solution

Students are taught the fundamentals and language of the industry as well as possible career paths for employment.

N

Results

Firms and their clients benefit from intentional hiring practices.

 

 

Program Goals Through 2021

Having 50 participating colleges and universities.

Have 47 schools participating.

Have 5,000 students complete the program.

Have over 4700 graduates.

Have 40% women participants.

Currently, 32% of participants are women!

Have 40% minority participants.

Currently, 28% of participants are minorities!

Have 50% or more of participants enter the industry.

Since inception, 15% of located graduates have entered the industry!

 

 
 

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.

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 5,200 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

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>

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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.

 

 

Resume Hub: How it Works

To further meet Envestnet Institute on Campus’ mission of bridging the gap between higher education and the asset and wealth management industry.

Envestnet Institute On Campus

Advisory Board

Jim, is the former Chief Executive Officer of Pershing Managed Account Solutions, and former co-founder and Chief Operating Officer of the Lockwood family of companies. He is a former Managing Director and member of the Executive Committee for Pershing LLC.

Jim Seuffert, Chairman of the Advisory Board

Valerie, created Valmo Ventures, which advises and invests in companies that add value both to investors and society.

Learn more >

Valerie Mosley, CFA, CEO

Former Senior Vice President, Partner and Investment Strategist, Wellington Management Company, Valmo Ventures

Anand, is Vice President of Practice Management & Consulting for Fidelity Institutional(SM), a business unit of Fidelity Investments dedicated to serving financial intermediaries and institutions. In this role, he is a strategic business consultant to clients and contributor to Fidelity’s Practice Management program, helping lead the direction and development of advisor tools, whitepapers and resources in the areas of client experience, strategic planning, and talent strategies.

Prior to his current role, Anand spent several years in roles in Fidelity’s retirement division and as part of a mid-level leadership development program rotating across the firm.

Prior to joining Fidelity in 2004, Mr. Sekhar worked for several years at Procter & Gamble helping launch Charmin into Canada and Latin America.

Mr. Sekhar received a Bachelor of Science in Chemical Engineering from Rensselaer Polytechnic Institute and a Masters of Business Administration from Babson College.

Anand Sekhar, Board Member & Sponsor

Fidelity Institutional(SM)

Tricia, is a currently a Product Manager with the Envestnet|Yodlee Analytics team. She has been involved with Envestnet Institute on Campus program since its inception in 2015 as the Associate Program Director. Her responsibilities included interacting with the students, universities and sponsors. In addition, she managed the website, eLearning program and all inquiries on the program.

In 2019, Tricia transitioned from the tactical responsibilities of the program and joined the Advisory Board in 2019 to help support efforts to grow the program.

Prior to her current position, Tricia worked at Wheelhouse Analytics, which was acquired by Envestnet in 2016. In this role, she was on part of the Product Development team and led the Education platform development.

Tricia has previously held positons at Coates Analytics and Nuveen Investments. Learn more>

 

 

Tricia Baxter

Director of Data Partnerships, Envestnet Analytics

Steven, joined DAK Associates in 1989. As President, Steven is principally involved in driving firm revenues, managing client company relations, setting strategic direction, and managing and directing the day-to-day efforts of DAK’s team of 6 professionals. Learn More >

Steven Clark, Board Member

DAK Associates

Paul, Managing Director, is the head of the USWA RIA & Direct National Accounts team responsible for business development and relationship management to custodians, national RIAs, TAMPs, direct investor platforms and wealthtech firms.

Prior to this role, Paul was head of National Accounts for the wirehouse channel with primary responsibility for BlackRock’s relationship with Bank of America Merrill Lynch.   Paul joined BlackRock in 2010 on the iShares National Accounts team leading coverage for wirehouses, independent and regional broker-dealers.

Prior to joining BlackRock, Paul worked at the Vanguard Group as a National Accounts Executive and Regional Sales Executive responsible for national and regional broker-dealer channels for Vanguard’s ETFs and mutual funds.   Previously, Paul was a fixed-income trader in Vanguard’s Brokerage Services business.

Paul prior experience includes various sales and trading and wealth management roles within Merrill Lynch and Lehman Brothers. Paul received a BS in Finance and an MBA from LaSalle University.   He holds his series 7, 24, 63 and 65 FINRA licenses.

Paul resides in Chalfont, PA with his wife and four children.

 

Paul Drakeley, Board Member & Sponsor

BlackRock

Jean, has 22 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners.

Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute on Campus Women in Wealth Management Mentorship program. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching.

Jean Heath, Managing Director, Envestnet, Head of Asset Manager Network

Former Senior Vice President, Partner and Investment Strategist, Wellington Management Company, Envestnet

Sharon, joined Envestnet in 2013 and is responsible for overall human resources strategy, talent acquisition, leadership development, diversity and inclusion, organizational design and cultural development, employee education and development, compensation and benefits, HR operations and technology, and employee relations. Learn more >

Sharon Rosenthal, Chief Human Resources Officer

Envestnet

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

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