Job Description

Columbia University’s Master's in Wealth Management program seeks candidates with professional experience in financial planning and wealth management (Certified Financial Planner designation preferred) to serve as a Course Associate to support the successful delivery of an asynchronous graduate-level course, Financial Psychology.  A Course Associate is a faculty line junior to a Lecturer, who provides subject matter expertise and supports the instructional process for a course section. Serving as a Course Associate is an excellent way to gain exposure to graduate-level teaching at Columbia University. 

Please note this course provides online asynchronous instruction coupled with synchronous assignments and activities. Office hours are predetermined but with flexibility for appointments at mutually convenient times. 

RESPONSIBILITIES

• Facilitate asynchronous discussions, provide timely feedback on student work, record ad hoc video lectures, etc. (7-10 hours per week)

• Assist with instruction through office hours and through the Learning Management System (Canvas), review and respond to discussion board posts, and advise students on required coursework and projects

• Support the Lecturer in preparation of course materials, including oversight of Canvas, weekly presentations, problem-based learning assignments, exams and quizzes, development of class readings, and video recordings, etc.

• Evaluate and grade student work and assessments as requested by the course Lecturer

• Attend programmatic events as necessary, virtually or face to face (there are two on-campus residencies, one before the first semester and one during the last semester of the program)

• Monitor student concerns and inquiries

Qualifications

• Master’s degree or MBA with a finance focus

• Certified Financial Planner designation preferred

• Expertise in financial planning and wealth management.  Strong knowledge of Financial Psychology and Behavioral Finance in the context of financial planning and wealth management 

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

• 5+ years of professional experience in financial planning and/or in a wealth management firm

PREFERRED SKILLS & EXPERIENCE

• University teaching experience (at the graduate level preferred)

Additional Information

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.)

COLUMBIA UNIVERSITY IS AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER.