California Lutheran University
Program Director and Lecturer in Financial Planning (Full-time)
California Lutheran University, Thousand Oaks, California, United States, 91362
Program Director and Lecturer in Financial Planning (Full-time)
Position Title
Program Director and Lecturer in Financial Planning (Full-time) Position Category Position Category
Faculty FLSA FLSA
Exempt Position Status FTE FTE
.75 (9-mth. full-time) Location Location
Thousand Oaks University Background Cal Lutheran is a Hispanic-Serving Institution ( HSI ) and McNair Institution, and we are looking for candidates with a demonstrated commitment to and success working in diverse, multicultural and multiracial communities, particularly in mentoring African American, Latine, and Native American students. Cal Lutheran encourages applicants from all faiths or none, and advocates for justice and fairness for all people. We are an accredited, private, comprehensive university that engages students in critical inquiry and dedicated to educating leaders for a global society. The Thousand Oaks campus is located midway between Santa Barbara and Los Angeles and is home to more than 2,300 undergraduate and 1363 graduate students who come from 51 countries and represent a variety of faiths. 55% of Cal Lutheran students are from underrepresented groups, and 45% of freshmen are first generation students. Cal Lutheran Faculty are 35% people of color. The mission of the University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Basic Function Under the direction of the Dean and Department Chair, the lecturer is responsible for providing academic instruction to students for the assigned courses. The lecturer is to serve as an academic advisor to students; contribute to department and university activities and serve on faculty and university committees.
Program Directors at the School of Management bear the overall academic and administrative responsibility and as this is a year-round program there are summer program director responsibilities. Program Directors are the face of their program for potential and current students, faculty, staff, the business and non-profit community and a general audience. They have responsibilities that are both inwardly and outwardly directed and must possess both strong analytical and inter-personal skills. In addition, the Program Director is responsible for providing academic instruction to students for the assigned graduate courses. Additional responsibilities include, but are not limited to, serving as an academic advisor to students and serving on faculty or university committees, as outlined in the faculty handbook. Representative Duties Primary responsibilities for this position include teaching 24 or 32 units/year. E Provide academic instruction to students through lecture, lab, or performance courses. Create assignments and activities in one-on-one, classroom, and distance mediated instructional settings for development of cognitive abilities, communication skills, and higher order thinking skills among students. E Participates in School and University level marketing and recruitment planning. E Participates in the creation of general program related messaging, copy editing and decisions concerning the creative design for program related materials. E Continuously ensures accuracy and efficacy of program website. E Closely coordinates activities with Graduate Program Specialist, Marketing and Outreach. Participate in information sessions with potential students. E Provides leadership for curriculum development and develops and periodically revises the program mission. E Develops program learning outcomes in alignment with university level and school level learning outcomes. E Plans, implements and participates in periodic program reviews as required by accreditation bodies. E Builds, manages and communicates with program advisory board. E Attends commencement and participates in the organization of any commencement related activities. E Observe and evaluate student performance in meeting course objectives and student learning outcomes through assignments, projects, discussions, and examinations; provide feedback promptly to student inquiries in class, online, or during established consultation office hours. E Maintain current, accurate records of course enrollment, attendance, student academic progress, course curriculum; prepare and submit grades, data, and reports related to the course and student progress promptly. E Provide a course syllabus to students in each class within the first week of the class, as outlined in the faculty handbook. E Adhere to the responsibilities related to teaching, advising, service, professional, and creative activities, as outlined in the faculty handbook. E Attend and participate on committees and in the department, division, campus, and University meetings. E Evening and weekend hours may be required. E Perform related duties as assigned. E Knowledge Of
Current theory and practice within the subject discipline Principles and best practices of effective teaching Student learning outcomes and methods of assessment University curricula Community and campus resources, services, programs, and professionals available to students Methods of gathering, analyzing, and preparing data Modern computing technology Record-keeping techniques about student enrollment, attendance, and progress Ability To
Demonstrate a thorough and accurate knowledge in the subject field Deliver course curricula in various learning styles Mentor a diverse population of students. Exhibit sensitivity to and understanding of university students’ diverse academic, social, economic, cultural, and ethnic backgrounds. Exhibit sensitivity to and understanding of the needs of students with disabilities. Integrate current and emerging instructional delivery technologies into the learning process to enhance teaching and the educational experience Maintain professional standards that protect student confidentiality Communicate effectively, both orally and in writing, using tact, patience, and courtesy Establish and maintain effective working relationships Work constructively with their colleagues and to treat faculty, staff, administrators, and students with respect and professionalism. Analyze situations accurately and adopt practical courses of action. Satisfactorily fulfill a faculty member’s duties and responsibilities and making significant contributions to the University community. Demonstrate commitment to professional excellence and continuous growth within-subject field or discipline Minimum Qualifications
Master’s in Personal Financial Planning, or
MBA
or Master’s in finance with an emphasis/concentration in Personal Financial Planning, or
MBA
in Business Administration with emphasis/concentration/major/minor in Financial Planning.
Active
CFP
license. Preferred Qualifications Master’s in Personal Financial Planning, or
MBA
or Master’s in finance with an emphasis/concentration in Personal Financial Planning, or
MBA
in Business Administration with emphasis/concentration/major/minor in Financial Planning. Licenses and other requirements Active
CFP
license. Physical Abilities Detect to understand appropriate written correspondence; communicate clearly to exchange information in person and via the telephone or video; operate a computer and other office productivity machinery; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files. This is a new faculty search to start in the 2024-2025 Academic Year. Hiring Range Hiring Range
$56,000-$90,000 Posting Number Posting Number
Faculty001112020 Number of Vacancies Number of Vacancies
1 Desired Start Date Desired Start Date
08/18/2025 Position End Date Open Date Open Date
08/20/2024 Close Date Close Date
11/03/2024 Open Until Filled
No Application Procedure/Special Instructions Statement California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes.
Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. Supplemental Questions
Required fields are indicated with an asterisk (*). Required Documents
Resume/Curriculum Vitae Cover Letter Teaching Philosophy List of References Diversity Statement Optional Documents
Professional License/Certificates/Credentials
Human Resources California Lutheran University 60 W. Olsen Rd. #1100 Thousand Oaks, CA 91360 Office (805) 493-3185 Fax (805) 493-3655
California Lutheran University is an Equal Opportunity Employer
#J-18808-Ljbffr
Position Title
Program Director and Lecturer in Financial Planning (Full-time) Position Category Position Category
Faculty FLSA FLSA
Exempt Position Status FTE FTE
.75 (9-mth. full-time) Location Location
Thousand Oaks University Background Cal Lutheran is a Hispanic-Serving Institution ( HSI ) and McNair Institution, and we are looking for candidates with a demonstrated commitment to and success working in diverse, multicultural and multiracial communities, particularly in mentoring African American, Latine, and Native American students. Cal Lutheran encourages applicants from all faiths or none, and advocates for justice and fairness for all people. We are an accredited, private, comprehensive university that engages students in critical inquiry and dedicated to educating leaders for a global society. The Thousand Oaks campus is located midway between Santa Barbara and Los Angeles and is home to more than 2,300 undergraduate and 1363 graduate students who come from 51 countries and represent a variety of faiths. 55% of Cal Lutheran students are from underrepresented groups, and 45% of freshmen are first generation students. Cal Lutheran Faculty are 35% people of color. The mission of the University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Basic Function Under the direction of the Dean and Department Chair, the lecturer is responsible for providing academic instruction to students for the assigned courses. The lecturer is to serve as an academic advisor to students; contribute to department and university activities and serve on faculty and university committees.
Program Directors at the School of Management bear the overall academic and administrative responsibility and as this is a year-round program there are summer program director responsibilities. Program Directors are the face of their program for potential and current students, faculty, staff, the business and non-profit community and a general audience. They have responsibilities that are both inwardly and outwardly directed and must possess both strong analytical and inter-personal skills. In addition, the Program Director is responsible for providing academic instruction to students for the assigned graduate courses. Additional responsibilities include, but are not limited to, serving as an academic advisor to students and serving on faculty or university committees, as outlined in the faculty handbook. Representative Duties Primary responsibilities for this position include teaching 24 or 32 units/year. E Provide academic instruction to students through lecture, lab, or performance courses. Create assignments and activities in one-on-one, classroom, and distance mediated instructional settings for development of cognitive abilities, communication skills, and higher order thinking skills among students. E Participates in School and University level marketing and recruitment planning. E Participates in the creation of general program related messaging, copy editing and decisions concerning the creative design for program related materials. E Continuously ensures accuracy and efficacy of program website. E Closely coordinates activities with Graduate Program Specialist, Marketing and Outreach. Participate in information sessions with potential students. E Provides leadership for curriculum development and develops and periodically revises the program mission. E Develops program learning outcomes in alignment with university level and school level learning outcomes. E Plans, implements and participates in periodic program reviews as required by accreditation bodies. E Builds, manages and communicates with program advisory board. E Attends commencement and participates in the organization of any commencement related activities. E Observe and evaluate student performance in meeting course objectives and student learning outcomes through assignments, projects, discussions, and examinations; provide feedback promptly to student inquiries in class, online, or during established consultation office hours. E Maintain current, accurate records of course enrollment, attendance, student academic progress, course curriculum; prepare and submit grades, data, and reports related to the course and student progress promptly. E Provide a course syllabus to students in each class within the first week of the class, as outlined in the faculty handbook. E Adhere to the responsibilities related to teaching, advising, service, professional, and creative activities, as outlined in the faculty handbook. E Attend and participate on committees and in the department, division, campus, and University meetings. E Evening and weekend hours may be required. E Perform related duties as assigned. E Knowledge Of
Current theory and practice within the subject discipline Principles and best practices of effective teaching Student learning outcomes and methods of assessment University curricula Community and campus resources, services, programs, and professionals available to students Methods of gathering, analyzing, and preparing data Modern computing technology Record-keeping techniques about student enrollment, attendance, and progress Ability To
Demonstrate a thorough and accurate knowledge in the subject field Deliver course curricula in various learning styles Mentor a diverse population of students. Exhibit sensitivity to and understanding of university students’ diverse academic, social, economic, cultural, and ethnic backgrounds. Exhibit sensitivity to and understanding of the needs of students with disabilities. Integrate current and emerging instructional delivery technologies into the learning process to enhance teaching and the educational experience Maintain professional standards that protect student confidentiality Communicate effectively, both orally and in writing, using tact, patience, and courtesy Establish and maintain effective working relationships Work constructively with their colleagues and to treat faculty, staff, administrators, and students with respect and professionalism. Analyze situations accurately and adopt practical courses of action. Satisfactorily fulfill a faculty member’s duties and responsibilities and making significant contributions to the University community. Demonstrate commitment to professional excellence and continuous growth within-subject field or discipline Minimum Qualifications
Master’s in Personal Financial Planning, or
MBA
or Master’s in finance with an emphasis/concentration in Personal Financial Planning, or
MBA
in Business Administration with emphasis/concentration/major/minor in Financial Planning.
Active
CFP
license. Preferred Qualifications Master’s in Personal Financial Planning, or
MBA
or Master’s in finance with an emphasis/concentration in Personal Financial Planning, or
MBA
in Business Administration with emphasis/concentration/major/minor in Financial Planning. Licenses and other requirements Active
CFP
license. Physical Abilities Detect to understand appropriate written correspondence; communicate clearly to exchange information in person and via the telephone or video; operate a computer and other office productivity machinery; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files. This is a new faculty search to start in the 2024-2025 Academic Year. Hiring Range Hiring Range
$56,000-$90,000 Posting Number Posting Number
Faculty001112020 Number of Vacancies Number of Vacancies
1 Desired Start Date Desired Start Date
08/18/2025 Position End Date Open Date Open Date
08/20/2024 Close Date Close Date
11/03/2024 Open Until Filled
No Application Procedure/Special Instructions Statement California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes.
Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. Supplemental Questions
Required fields are indicated with an asterisk (*). Required Documents
Resume/Curriculum Vitae Cover Letter Teaching Philosophy List of References Diversity Statement Optional Documents
Professional License/Certificates/Credentials
Human Resources California Lutheran University 60 W. Olsen Rd. #1100 Thousand Oaks, CA 91360 Office (805) 493-3185 Fax (805) 493-3655
California Lutheran University is an Equal Opportunity Employer
#J-18808-Ljbffr