Leadership Pathway

Leadership Pathway is a program designed to recognize and nurture the next generation of investment advice and solutions industry leaders through a structured curriculum of learning activities and networking opportunities.

Prospective participants with 5–10 years of industry experience are nominated by their firms to participate in the two-year program.

Learn more about the program here.

 

Program Activities

  • MMI conferences, forums, and webinars (registration discounts available for participants)
  • Special networking sessions at major conferences
  • Community involvement
  • Mentor relationship with a senior-level industry professional
  • Further education and training through an online soft skills curriculum, industry research, and special projects
  • Planning and executing the annual Leadership Pathway Seminar
  • Numerous peer networking opportunities (both virtual and in-person)

 

Requirements for the Ideal Candidate

  • Must have at least five years and up to ten years of Investment Advisory or Wealth Management experience
  • Must have growing responsibility within his or her firm and potential for next level responsibility or role
  • Must possess leadership qualities and a track record of service within their firm or community organizations
  • Must be willing to promote the growth and development of MMI

 


Class Announcements

2021 Leadership Pathway Class
MMI announces the Class of 2021.

2020 Leadership Pathway Class
MMI announces the Class of 2020.

2019 Leadership Pathway Class
MMI announces the Class of 2019.

2018 Leadership Pathway Class
MMI announces the Class of 2018.

2017 Leadership Pathway Class
MMI announces the Class of 2017.

2016 Leadership Pathway Class
MMI announces the Class of 2016

2015 Leadership Pathway Class
MMI announces the Class of 2015.

 


Contact
Sarah Nau, Program Manager
pathway@mminst.org
(646) 868-8508