Adjunct Lecturer, Client Communications (Fall 2025 Spring 2026 Development Summer 2026 Teaching)
Offer summary
Qualifications:
Master's degree or higher in finance, wealth management, or related field., Expertise in financial planning, insurance, investment, tax, retirement, and estate planning., Minimum of 10 years of professional experience in wealth management or related roles., Experience in teaching or curriculum development at the graduate level..Key responsibilities:
- Pre-record lectures and create online course content.
- Develop and oversee course materials aligned with learning objectives.
- Monitor and respond to student inquiries, conducting weekly office hours.
- Evaluate student assessments and participate in faculty meetings.
Job description
Company Description
Columbia University has been a leader in higher education in the nation and around the world for more than 250 years. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries, and service to society.
The School of Professional Studies at Columbia University offers innovative and rigorous programs that integrate knowledge across disciplinary boundaries, combine theory with practice, leverage the expertise of our students and faculty, and connect global constituencies. Through eighteen professional masters degrees, courses for advancement and graduate school preparation, certificate programs, summer courses, high school programs, and a program for learning English as a second language, the School of Professional Studies transforms knowledge and understanding in service of the greater good.
Job Description
Columbia University School of Professional Studies seeks candidates for the role of parttime Lecturer to teach the 6week Client Communications portion of the 12week graduatelevel course, Insurance Planning and Client Communications in the school’s Master of Professional Studies degree program in Wealth Management. Scholarpractitioners with relevant academic and industry experience are invited to apply.
Ensure that the curriculum incorporates the relevant CFP® required topics
Participate regularly in the bimonthly lecturer online meetings
Attend the three day inperson residencies (August and December)
QualificationsColumbia 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 InformationCompensation $4,492 for the twocycle course development in Fall ‘25 and Spring 26 ; $8,115 for summer ‘26 course delivery.
Note: To comply with the Universitys Policy on Fully Remote Work, candidates for the role must reside in New York or a contiguous state (Connecticut, Massachusetts, New Jersey, Pennsylvania, or Vermont) or a state or territory in which the University is registered (Biosphere Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Montana, Oklahoma, Virginia, or Washington DC).
Review of applications begins immediately and will continue until positions are filled.
All applicants, please provide:
Columbia University has been a leader in higher education in the nation and around the world for more than 250 years. At the core of our wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries, and service to society.
The School of Professional Studies at Columbia University offers innovative and rigorous programs that integrate knowledge across disciplinary boundaries, combine theory with practice, leverage the expertise of our students and faculty, and connect global constituencies. Through eighteen professional masters degrees, courses for advancement and graduate school preparation, certificate programs, summer courses, high school programs, and a program for learning English as a second language, the School of Professional Studies transforms knowledge and understanding in service of the greater good.
Job Description
Columbia University School of Professional Studies seeks candidates for the role of parttime Lecturer to teach the 6week Client Communications portion of the 12week graduatelevel course, Insurance Planning and Client Communications in the school’s Master of Professional Studies degree program in Wealth Management. Scholarpractitioners with relevant academic and industry experience are invited to apply.
Ensure that the curriculum incorporates the relevant CFP® required topics
Participate regularly in the bimonthly lecturer online meetings
Attend the three day inperson residencies (August and December)
QualificationsColumbia 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 InformationCompensation $4,492 for the twocycle course development in Fall ‘25 and Spring 26 ; $8,115 for summer ‘26 course delivery.
Note: To comply with the Universitys Policy on Fully Remote Work, candidates for the role must reside in New York or a contiguous state (Connecticut, Massachusetts, New Jersey, Pennsylvania, or Vermont) or a state or territory in which the University is registered (Biosphere Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Montana, Oklahoma, Virginia, or Washington DC).
Review of applications begins immediately and will continue until positions are filled.
All applicants, please provide:
Columbia University School of Professional Studies seeks candidates for the role of parttime Lecturer to teach the 6week Client Communications portion of the 12week graduatelevel course, Insurance Planning and Client Communications in the school’s Master of Professional Studies degree program in Wealth Management. Scholarpractitioners with relevant academic and industry experience are invited to apply.
Ensure that the curriculum incorporates the relevant CFP® required topics
Participate regularly in the bimonthly lecturer online meetings
Attend the three day inperson residencies (August and December)
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.
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.
Note: To comply with the Universitys Policy on Fully Remote Work, candidates for the role must reside in New York or a contiguous state (Connecticut, Massachusetts, New Jersey, Pennsylvania, or Vermont) or a state or territory in which the University is registered (Biosphere Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Montana, Oklahoma, Virginia, or Washington DC).
Review of applications begins immediately and will continue until positions are filled.
All applicants, please provide:
Preferred Skills & Experience
Qualifications
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
Required profile
Experience
Hard Skills
Other Skills
- Teaching
- Self-Awareness
- Social Skills
- Communication
- Problem Solving
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