--- title: 'Private Banking Instructor (Part-Time/Contract) at Wall Street Prep' canonical: 'https://feeny.ai/job/private-banking-instructor-part-time-contract-wall-street-prep-new-york-bbb086ndmctx' type: 'job' last_seen: '2026-09-13' --- # Private Banking Instructor (Part-Time/Contract) at Wall Street Prep - **Company:** Wall Street Prep - **Location:** New York, NY - **Posted:** 2026-08-27 - **Last confirmed live:** 2026-09-13 - **Apply:** https://job-boards.greenhouse.io/wallstreetprep/jobs/8755515002 ## Job description ## 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. We partner with top-tier investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs. Our training is delivered through engaging in-person classroom sessions and via our industry-leading online learning platform, all designed by experienced finance professionals. Position Overview As a Private Banking Instructor specializing in sales and relationship management, you will design and deliver practical, client-facing skills training for private banking and wealth management professionals, from new-joiner induction through advanced sales accreditation. You will translate firsthand industry experience into engaging instruction on prospecting, needs discovery, solution presentation, and long-term relationship management. In this role, you will: - Serve as a lead facilitator for private banking and wealth management training programs - Help professionals strengthen the commercial, advisory, and interpersonal skills required to serve high-net-worth and ultra-high-net-worth clients - Enhance your presentation and coaching skills, expand your professional network, and establish yourself as a thought leader in private banking education The ideal candidate has direct experience as a private banker, relationship manager, or wealth advisor and brings both practitioner credibility and a genuine passion for teaching. ## Key Responsibilities - Deliver live in-person and virtual training seminars to private banks, wealth managers, and other financial institutions, covering topics such as: - Prospecting and new-client acquisition - Consultative discovery and needs-based selling - Solution presentation, pitch development, and storytelling - Relationship management, cross-selling, and share-of-wallet growth - Fee and negotiation conversations, objection handling, and client retention - Trusted-advisor behaviors, executive presence, and cultural adaptability - Collaborate on curriculum development, including: - Designing workshop agendas, learning outcomes, case studies, role plays, and assessments - Editing and updating training materials to ensure relevance, accuracy, and alignment with current industry practice - Developing blended learning materials for audiences ranging from new hires to experienced relationship managers and desk heads - Coach participants through realistic client scenarios and provide clear, actionable feedback - Integrate ethical, appropriate, and compliant sales practices throughout all instruction - Complete WSP's Train-the-Trainer Program, a structured professional development initiative for new instructors ## What We Are Looking For - Experience: Significant firsthand experience as a private banker, relationship manager, wealth advisor, or similar client-facing professional serving HNW/UHNW individuals, family offices, or External Asset Managers. A demonstrated record of prospecting, pitching, and managing or growing a book of business is strongly preferred. - Product Knowledge: Working knowledge of the private banking product shelf, including discretionary and advisory portfolio management, structured products, alternatives, credit and lending, wealth planning, trusts, and philanthropic advisory. Candidates should be able to translate product features into client benefits rather than simply explain definitions. - Sales Methodology: Fluency in consultative and needs-based selling approaches, such as SPIN Selling, Challenger Sale, or comparable discovery frameworks, with the ability to adapt them to private banking. - Relationship Management: Strong grounding in trusted-advisor behaviors, objection handling, fee and negotiation conversations, cross-selling, client retention, and share-of-wallet growth strategies. - Teaching & Communication: Exceptional presentation, facilitation, storytelling, and coaching skills, with the ability to convert practitioner expertise into clear, engaging learning experiences. - Behavioral Skills: Comfort teaching active listening, nonverbal communication, cultural adaptability, resilience, professional maturity, and executive presence alongside technical product content. - Compliance Mindset: Familiarity with ethical and compliant sales practices in a regulated wealth management environment. - Education: Bachelor’s degree required; an MBA or relevant professional designation is preferred but not required. Availability - Part-time, project-based commitment with availability for multi-day training engagements - Weekday availability is highly desirable, with flexibility based on client schedules - Ability to conduct week-long or multi-week seminars is highly desirable - Flexibility to deliver programs virtually and travel domestically or internationally for in-person engagements ## Compensation & Benefits - Compensation: Highly competitive daily rate - Benefits: All approved travel and accommodation expenses covered by WSP - Paid professional development through WSP's Train-the-Trainer Program - Opportunities to deepen your expertise in private banking, wealth management, advisory sales, and relationship management - Expand your professional network across leading financial institutions - Develop exceptional facilitation, coaching, 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. ## About Wall Street Prep ## Company Overview - **One-liner**: Wall Street Prep is the leading provider of financial training solutions, offering self-study online courses and instructor-led boot camps that bridge the gap between academia and the real-world demands of investment banking, private equity, and corporate finance. - **Entity Type**: Private (Acquired by The Riverside Company in February 2025) - **Headquarters**: Newton, Massachusetts, United States - **Founded**: 2003 (originally founded 2004 per company website) - **Founders**: Matan Feldman ## Core Business - **Primary industry/industries**: Financial Services, Professional Training & Education - **Target customers**: B2B (global investment banks, private equity firms, Fortune 1000 companies, top business schools) and B2C (individual students and professionals seeking finance careers) - **Mission or purpose statement**: To accelerate the learning curve for professionals entering the most competitive careers in finance by providing practical, job-ready skills through engaging training content. ## Products & Services - **Self-Study Online Courses**: Step-by-step, on-demand courses covering financial statement modeling, valuation, LBO, DCF, accounting, Excel, and more. Designed for individual learners. - **Instructor-Led Boot Camps**: Live, classroom-style training led by experienced industry practitioners (investment bankers, PE professionals). Offered publicly and on-site at corporations. - **Corporate Training Programs**: Customized training solutions for the world’s top financial institutions, including investment banks, private equity firms, and corporate finance teams. Covers workflow-specific AI training, IB, Markets, PE, and Investment Management. - **8-Week Online Certificate Programs**: Partnered with top business schools to offer structured certificate programs in areas like AI for Business, Private Equity, Real Estate, and Applied Value Investing. - **Private Coaching**: One-on-one coaching for professionals seeking targeted skill development. - **Student Passport Program**: On-campus boot camps and online program to prepare university students for careers in finance. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metric**: Annual Revenue of USD $15.5 million (as of most recent data). Total learners: 500,000+. - **Notable Investors/Partners**: Parent company is The Riverside Company (acquired WSP in Feb 2025). Key corporate clients include Goldman Sachs, KKR, Evercore, HSBC, and Barclays. Serves 300+ university clients. - **Growth Signals**: Headcount of 131 employees (+17.2% year-over-year, +27 people). Operates in 9 countries. LinkedIn followers: 47,351 (+30.8% yearly growth). Acquired Euromoney Learning and Financial Edge Training. Active hiring for multiple instructor and corporate roles. ## Competitive Advantages - **Trusted by the industry elite**: The go-to training provider for the world’s top investment banks, private equity firms, and Fortune 1000 companies, giving them unparalleled credibility and a deep network. - **Practitioner-led faculty**: A global bench of 90+ highly specialized instructor-practitioners who are current or former investment bankers, PE, and investment professionals, ensuring training is practical and job-relevant. - **Bridging the academia-to-real-world gap**: Their curriculum is a direct adaptation of their corporate training, making it the most practical choice for career switchers and new entrants. - **Comprehensive curriculum**: Covers the full spectrum of finance roles (IB, PE, Markets, Corporate Finance, FP&A) and integrates AI training into workflows. ## Strategic Focus - **AI Integration**: Actively developing and deploying AI coaching, tool-specific training, and workflow-native prompting into their corporate training programs. - **Expansion through M&A**: Under The Riverside Company, WSP has acquired Euromoney Learning and Financial Edge Training, signaling a strategy to consolidate and expand the financial training market. - **Global Reach**: Operating in 9 countries with a focus on key financial hubs (New York, London, Dubai, Abu Dhabi, Riyadh). - **Certificate & University Partnerships**: Growing the 8-week online certificate program to deepen relationships with top business schools and attract individual learners. ## Why Work Here - **Impactful work**: Train the next generation of finance professionals at the world’s most prestigious firms. - **Expert colleagues**: Work alongside a faculty of 90+ experienced industry practitioners and a growing team of operations, product, and technology professionals. - **Remote/Hybrid/Office Policy**: Mixed. Corporate roles are based in Newton, MA (near Boston) or New York. Some roles (e.g., Director of Growth, Marketing Automation Manager) are listed as Remote (East Coast preferred). Instructor roles are often part-time/contract and located in New York, London, or the Middle East. - **Culture**: Described as a growing team focused on creating world-class training programs. The company emphasizes innovation (AI) and practical skill-building. The People Operations team focuses on attracting, onboarding, and retaining top talent, with recurring faculty development sessions on pedagogy and D&I. - **Growth trajectory**: With recent private equity acquisition and active hiring, the company is in a growth phase, offering opportunities for career advancement. ## Sources 1. [wallstreetprep.com](https://www.wallstreetprep.com/about/) 2. [wallstreetprep.com](https://www.wallstreetprep.com/careers/) 3. [greenhouse.io](http://job-boards.greenhouse.io/wallstreetprep) 4. [linkedin.com](https://www.linkedin.com/company/wall-street-prep) 5. [wallstreetprep.com](https://www.wallstreetprep.com/) ## Other roles at Wall Street Prep - [Business Development Executive, Individual Programs](https://feeny.ai/job/business-development-executive-individual-programs-wall-street-prep-united-v5n6669b400j) — United States - [Capital Markets Instructor (Part-Time/Contract)](https://feeny.ai/job/capital-markets-instructor-part-time-contract-wall-street-prep-new-york-skr243qay0ah) — New York, NY - [Real Estate Instructor (Part-Time/Contract)](https://feeny.ai/job/real-estate-instructor-part-time-contract-wall-street-prep-new-york-jzebgw464rcq) — New York, NY - [Investment Banking Instructor (Part-Time/Contract)](https://feeny.ai/job/investment-banking-instructor-part-time-contract-wall-street-prep-new-york-kvqkj80wdbda) — New York, NY / Dubai, United Arab Emirates / Riyadh, Saudi Arabia / London, United Kingdom - [Private Equity Instructor (Part-Time/Contract)](https://feeny.ai/job/private-equity-instructor-part-time-contract-wall-street-prep-new-york-7c4jmrt0nj1p) — New York, NY - [AI Instructor – Specialization in Business & Finance Applications](https://feeny.ai/job/ai-instructor-specialization-in-business-finance-applications-wall-street-prep-s2an9g74kanr) — New York, NY - [Global Markets Instructor (Part-Time/Contract)](https://feeny.ai/job/global-markets-instructor-part-time-contract-wall-street-prep-new-york-grjx0vcyqsnc) — New York, NY / London, United Kingdom / Hong Kong, China / Mumbai, India