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Jean Heath, CIMA®️

Head of Asset Manager Network, Envestnet

Women in Wealth Management: Creating a Framework for Success

The financial landscape continues to trend toward females obtaining more wealth, creating endless opportunities for women seeking a career that will challenge and excite them in the wealth management industry. There exists a formula for success to open more doors to the industry and access to these clients. The speakers will walk you through the framework below so you can learn how to support women achieve senior level leadership positions, build confidence with new skillsets to solve the most complex investor challenges and provide a network for knowledge sharing between exceptional women.

Creating Awareness

  • Career opportunities and rewards offered within the industry
  • Understanding the importance of the specialized skills that female advisors have
  • What would the financial advice industry look like if it were 80% women?

Educating

  • Access to fresh content (white papers, blogs, podcasts and articles—all targeted specifically to women who are interested in learning more about wealth management.)
  • Discover the value of certification and continuing education
  • How would advisor and client education be different for women advisors?

Supporting

  • Networking Opportunities
  • Mentorship/internship programs
  • Inspire the next generation of women
  • What roadblocks exist for women entering the profession and finding success, and what can be done to overcome those?

Biography

Jean Heath is head of asset manager network at Envestnet. Ms. Heath 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 female professionals and also leads the Envestnet Institute On Campus Women in Wealth Management Mentorship program. In 2017, Ms. Heath was named one of Profiles in Diversity Journal Women Worth Watching.