Private Wealth Management Instructor (Part-Time/Contract)

About Wall Street Prep

Founded in 2004 by investment bankers, Wall Street Prep (WSP) is a leading provider of professional skills training in financial and valuation modeling. Our mission is to bridge the gap between academia and the real world by equipping finance professionals and students with practical, hands-on skills to succeed in the financial services industry.

We proudly partner with top global investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs. Our training, designed by experienced industry practitioners, is delivered via live classroom sessions and our industry-leading online learning platform.

Position Overview

As a Private Wealth Instructor, you will play a pivotal role in educating and inspiring some of the brightest minds in finance. In this role, you will:

• Serve as a lead facilitator for private wealth management classroom training sessions.
• Help financial advisors and finance professionals develop a holistic approach to managing client wealth, addressing unique financial goals, and navigating complex regulations.
• Develop your public speaking and presentation skills, grow your professional network, and establish yourself as a thought leader in private wealth management and financial planning.

The ideal candidate has professional experience in private wealth management and internal sales, coupled with a strong passion for teaching and mentoring.

Key Responsibilities

• Deliver in-person and virtual training seminars to a variety of clients, including:
  • Investment banks, private equity firms, and corporate teams.
  • Undergraduate business schools and MBA programs.
• Collaborate on curriculum development, including:
  • Editing and enhancing existing training materials to ensure accuracy and relevance.
  • Developing new course content to meet evolving client needs.
• Mentor students and professionals through one-on-one tutoring sessions.
• Complete WSP’s Train-the-Trainer Program, a professional development program for new instructors.

What We Are Looking For

• Experience:
  • Minimum 2+ years of private wealth management experience, with exposure to internal sales.
• Education:
  • MBA from a top business school is preferred but not required.
• Skills & Passion:
  • Exceptional knowledge of private wealth management principles, financial modeling, and Excel.
  • A strong desire to teach, mentor, and inspire finance professionals.
• Availability:
  • Commitment to approximately 40 training days per year, with additional availability during:
  • Summer months (May–September): Monday–Friday availability is highly desirable.
  • Fall and Spring semesters: Weekday and weekend availability is highly desirable.
  • Flexibility to conduct week-long or multi-week seminars is highly desirable.
  • Willingness to travel domestically and internationally.

Compensation & Benefits

• Compensation:
  • Highly competitive daily rate.
• Benefits:
  • All travel and accommodation expenses covered by WSP.
  • Paid professional development through WSP’s Train-the-Trainer Program.
  • Opportunities to deepen your expertise in corporate finance, M&A, valuation, and private wealth management.
  • Expand your professional network across top-tier financial institutions.
  • Develop exceptional public speaking and presentation skills.
• Join an energetic, entrepreneurial-minded team that values collaboration and innovation.

Equal Opportunity Employer

Wall Street Prep is committed to fostering an inclusive and equitable workplace. We encourage applications from individuals of all backgrounds and are proud to be an equal opportunity employer. We celebrate diversity and strive to create a work environment where everyone feels empowered to be their authentic selves.