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.
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.