Lecturer, Estate Planning, Wealth Management (Online, Fall 2025) – Columbia University

Title of the Job: Lecturer, Estate Planning, Wealth Management (Online, Fall 2025)

Location: New York City, NY

Job Description: Company DescriptionColumbia 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 master’s 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 DescriptionColumbia University School of Professional Studies seeks candidates for the role of adjunct for the Fall 2025 semester to teach the graduate-level course, Estate Planning in the school’s . Scholar-practitioners with relevant academic and experience in the tax planning field are invited to apply. The Wealth Management program is online and asynchronous, designed for the convenience of working professionals. This program will allow students to complete the education requirement for the CFP® certification. Students have the flexibility to watch pre-recorded lectures and presentations, stream video content, access virtual libraries, and participate in virtual group activities and discussions within a structured – yet flexible – 7-week timeframe.Estate Planning is a focus on the key concepts and skills a wealth management professional must understand to support making critical decisions with respect to estate planning strategies. Upon completion of this course, students will be able to compare and recommend property titling mechanisms, explain and assess the most appropriate property transfer methods for clients, identify key components of estate planning documents, and recommend suitable estate planning tools to meet clients’ goals.Serving as an adjunct Lecturer provides an outstanding opportunity to educate and mentor students in the field of wealth management as well as to form a rewarding professional relationship with Columbia University’s world-class faculty. Candidates should have a demonstrated understanding of applied trends that are driving best practice in the field.Responsibilities

• Pre-record lectures and presentations for students to watch
• Lead preparation of course materials focused on problem-based learning, including overseeing the course Canvas web page (learning management system) and assigning reading and projects designed to meet the learning objectives of the class
• Ensure that the curriculum incorporates the relevant CFP® required topics
• Monitor and respond to student concerns and inquiries; conduct at least 2 hours of weekly office hours
• Evaluate and grade student assessments and work
• Participate regularly in the bi-monthly lecturer online meetings
• Attend the three day in-person residencies (August and December)

QualificationsColumbia University SPS operates under a scholar-practitioner faculty model, which enables students to learn from faculty that have outstanding academic training as well as a record of accomplishment as practitioners in an applied industry setting. The lecturer should have experience working with ultra-high net worth individuals and/or families in addition to strong knowledge of the relevant CFP® required topics.Requirements

• CPA and CFP® certification preferred
• Master’s degree, JD, or other related advanced degrees
• Demonstrated experience in the areas of estate planning

Preferred Skills & Experience

• Broad base of expertise related to estate planning as it pertains to wealth management
• 10+ years of professional experience working in the field of estate planning for ultra high net worth clients
• 2+ years teaching experience in a university setting at the graduate level preferred

Additional InformationSalary – $16,231.77 per semester-length course development and teaching (as of academic year 2024-2025)Please Note: states that anyone teaching online classes for this program must reside in New York or one of the following states or territories: Biosphere Arizona, CA, CO, CT, Washington D.C., DE, FL, GA, HI, IL, MA, MD, MT, NJ, OK, PA, VA or VT.Review of applications begins immediately and will continue until positions are filled.All applicants, please provide:

• Resume/CV 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.Columbia University is an Equal Opportunity/Affirmative Action employer.

Company Name: Columbia University

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