John Yackel

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Envestnet Wealth Solutions Team

John Yackel

Head of Strategic Initiatives for Envestnet

John is responsible for strategic initiatives at Envestnet, specifically focused on two key areas: Insurance Exchange and Advisor Credit Exchange.  Envestnet continues to extend its vision into the financial wellness space and John will be leading the work to incorporate the critical solutions required for advisors and institutions into the Essential Envestnet Platform.  As Head of Strategic Initiatives at Envestnet, John plays an instrumental role in leading our business development, advisor adoption, and growth strategies at Fiduciary Exchange, LLC (FIDx). In his previous role at Envestnet, John was Head of Institutional Business Development and led the bank strategy and OneWealth initiative.

A 25-plus-year veteran of the industry, John most recently worked at Prudential in their Wealth Management division where he led all business development, distribution, and relationship management activities.  Prior to joining Prudential, John was at Fortigent which was part of Lydian Wealth Management.  At Fortigent, he helped drive strategy, business development, and senior client engagement with institutions and advisors who served ultra-high-net-worth clients. He has specific expertise working with banks, trust companies, registered investment advisors, insurance companies, and family offices. 

Prior to Fortigent, John spent 15 years at SEI, serving in various leadership roles in sales management, business development, marketing, relationship management, and business strategy. He was instrumental in establishing SEI's Community Bank division, where he developed new outsourcing relationships with some of the country's most progressive banking institutions. Subsequently, he developed strategic outsourcing relationships within SEI's Money Manager division, which provided proprietary accounting, administrative services, compliance, and distribution solutions. He also worked in SEI's Advisor Network group, where he held two senior positions - Midwest advisor business manager and director of sales. In these roles, he was responsible for consulting and recruiting SEI's Elite Select RIA clientele. 

John earned a B.A. in economics from Bucknell University and holds Series 7, 63, and 65 licenses.