Academic Program SupportAdjunct Lecturer, Client Communications (Fall 2025 Spring 2026 Development Summer 2026 Teaching)

Columbia University SPS operates under a scholarpractitioner faculty model, inviting candidates who combine robust academic expertise with substantial industry experience to enhance student learning through realworld perspective.

Requirements

• Master’s degree or higher with a focus in finance, wealth management, financial planning, or a closely related field.

• Demonstrated expertise and advanced knowledge in financial planning and wealth management, including but not limited to: accounting, corporate finance, investment planning, insurance planning, tax planning, retirement planning, and estate planning.

• Substantial professional experience working with ultrahigh net worth individuals andor families, preferably within wealth management firms or family office settings.

• Solid understanding of wealth management business models and the contemporary landscape of advisory practices.

• Preferred Skills & Experience

  • Minimum of 10 years of direct professional experience in financial planning, wealth management, or family office advisory roles, with a track record of advancing client relationships and managing complex interpersonal dynamics.

  • At least 2 years of experience teaching or leading educational programs in a university or graduatelevel setting, preferably in a related discipline.

  • Expertise in advanced client communication tailored to wealth management.

  • Familiarity with financial psychology concepts, including selfawareness and bias management, especially with respect to decisionmaking and client interaction.

  • Experience with the strategic use of digital communication tools and platforms to engage clients, deliver personalized service, and support business development, including lead generation, funnel management, and ROI assessment of clientfacing efforts.

  • Ability to integrate communication theory with business development practices, and to teach the application of technology in client engagement and practice management.

  • Commitment to preparing students for the interpersonal, ethical, and technological complexities of today’s modern and humancentric advisory practices.

  • Candidates should have a passion for teaching, strong interpersonal and communication skills, and the ability to connect academic material to contemporary industry practices. Those with both practical leadership experience in wealth management and instructional or curriculum design expertise are especially encouraged to apply.

  • Solid knowledge and academic foundation as it relates to theories, principles, and practices of wealth management.

  • Deep and current knowledge of the CFP® curriculum, with the ability to integrate these technical topics into applied educational scenarios.

  • Additional Information

    Compensation $4,492 for the twocycle course development in Fall ‘25 and Spring 26 ; $8,115 for summer ‘26 course delivery.
    
    Review of applications begins immediately and will continue until positions are filled.
    
    All applicants, please provide:

    • ResumeCV inclusive of university teaching experience highlight teaching at the graduate level

    • Please submit any evidence of teaching effectiveness (Students Evaluation of Teaching results, Teaching Observation summaries, etc.)

    • All your information will be kept confidential according to EEO guidelines.