What are the responsibilities and job description for the Director, Portfolio Management position at NMSS National Multiple Sclerosis Society?
WHO WE ARE: The National Multiple Sclerosis Society mobilizes people and resources to drive research for a cure and to address the challenges of everyone affected by MS. To fulfill this mission, the Society funds cutting-edge research, drives change through advocacy, facilitates professional education, collaborates with MS organizations around the world, and provides programs and services designed to help people with MS and their families move their lives forward. We partner with volunteers to accomplish our work. Staff members engage volunteers through effective and timely communications, facilitating meaningful opportunities, and continually seeking and providing feedback for reciprocal growth and learning. Job Summary: The National MS Society leads the global MS movement, achieving more breakthroughs than the world has seen for any other neurological disease. Today, we’ve never been closer to a cure – the next chapter in our story could be the last chapter for MS. The Society needs a talented Prospect Research professional to contribute to the Society’s innovative revenue growth strategies by driving the acquisition of promising prospects and their movement across fundraising portfolios Society-wide. The Director of Portfolio Management plays a pivotal role in driving a strategic, relationship-centric approach to the organization’s fundraising goals. This position partners and reports to the AVP, Prospect Management and Research and works closely with Society fundraisers to deliver data-driven insights that fuel portfolio development, hygiene, personalization, and pipeline movement. Main Responsibilities: Identify opportunities within portfolios Society-wide to grow revenue and pipeline for Partner with fundraising teams to review and rebalance portfolios while aligning resources, focusing on Individual Giving and Community Leadership Design comprehensive donor demographic coding in collaboration with Technology, Development Operations, and Prospect Research Develop and execute models that track portfolio metrics and KPIs: upgrades, downgrades, retention, validation, qualification, and disqualification Produce clear, data-rich portfolio reporting and dashboards, in partnership with Development Operations, that support decision-making across development functions Ensure high standards of data integrity, compliance, and confidentiality in all portfolio practices Continuously evaluate and optimize portfolio tools, AI applications, and systems to enhance efficiency and accuracy Create and maintain training materials and onboarding materials to support adoption and efficiency Participate in Society work teams as assigned Participate as an active member of the Society’s Donor Relations & Operations team, contributing to annual team operating goals. What We're Looking For: 2 years of nonprofit experience 5 years of data management or portfolio management experience Progressive experience with increasing levels of responsibility in development, advancement services, or portfolio management Proven expertise in donor and prospect identification, validation, qualification, and analysis to inform portfolio strategy Experience developing or managing portfolio KPIs (retention, upgrades, downgrades, movement, qualification/disqualification) Proficient in data management best practices, including data hygiene, reporting, and query development to support performance and strategy Exceptional communication skills, including delivering sensitive portfolio or pipeline feedback in a supportive, constructive manner Exceptional project management and strategic planning skills Experience using screening platforms (iWave, Windfall, WealthEngine, LexisNexis) preferred Experience with Salesforce (preferred) or equivalent CRM database Strong computer skills: MS Office XP, Database/Reporting tools, Outlook, Microsoft Teams and Internet Comfortable synthesizing large quantities of information into concise, actionable insights Comfort working in ambiguity while building structure, frameworks, and clarity for the organization Commitment to equitable data practices and inclusive portfolio strategies that reflect diverse communities Curiosity, adaptability, and a continuous-improvement mindset Passion for the mission of the National MS Society and enthusiasm for advancing transformational philanthropy Ability to balance speed and accuracy in a high-volume, deadline-driven environment Preferred Qualifications: 1 year of CRM training, Salesforce preferred Strong skills in relationship building and working across multiple departments preferred Strong partnership and relationship-building skills, with the ability to advise fundraisers and influence without authority Ability to design, refine, and implement scalable processes, workflows, and portfolio governance frameworks Experience supporting a major fundraising campaign or large multi-year growth initiative Experience leading or supporting change management initiatives, including driving stakeholder adoption of new tools or processes Ability to create training, onboarding, or guidance materials to support fundraisers in using portfolio tools effectively Location Requirements Remote - Flexible Location Work is primarily performed remotely, however, when possible and necessary, teams meet in person to conduct the business of the organization and build team relationships. Compensation | Benefits: The estimated hiring compensation range for this role is $75,000-$85,000. Final offers will be based on the candidate's geographic location, consider career experience and may vary from this range due to these and other factors. You will have the opportunity for a highly competitive, comprehensive benefit package that the Society provides to employees. Your benefits include a considerable Paid Time Off Plan; Paid Holidays; 401k Retirement Savings Plan with Society match; Commuter Benefit Plan; Comprehensive Health & Welfare benefits including Medical, Dental, Vision, Flex Spending Accounts, Life Insurance, Disability Coverage, Spring Health Membership offering free therapy and professional coaching, as well as additional voluntary benefit offerings. Not to mention, you will join an incredible mission focused team of people! We’re committed to supporting the growth of every employee through a structured and transparent approach to career development. We use Talent Portraits to define clear expectations, development opportunities, and advancement paths — whether you're growing as a people leader or deepening your expertise as an individual contributor. Each role is thoughtfully placed within one of these pathways (Leadership or Partner) to help you understand how it fits into our broader organization and your potential career journey. This position is classified as Partner- Knowledge Expert. The National MS Society is committed to building a diverse and inclusive workforce. We strive to create a workforce that reflects the communities we serve and where everyone feels empowered to bring their authentic selves to work. We need you and your unique talents and perspectives to help us write the last chapter on MS. APPLICATION INSTRUCTIONS: We appreciate your consideration of our job opportunities and strive to make it as effortless as possible to apply for our positions. With only a few required sections and the option to use our resume parsing tool, we aim to streamline the application experience, saving you time and effort. Additionally, if you wish to include a cover letter with your application, please feel free to attach it along with your resume, and any other documents required, to the Resume/CV document upload section at the bottom of the My Experience page. We appreciate your interest in joining our team and look forward to receiving your application! Important: You will not be able to modify your application after you submit it. The "My Experience" page is the only opportunity to add your cover letter and supporting document attachments. If you experience any trouble submitting your materials, please check out our FAQ & Contact Us page. Our team is expanding, and we want to hire the most talented people we can. Continued success and progress towards our vision of a World Free of MS depend on it. So once you've had a chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your status in the selection process, and new postings that might interest you. Thanks for your interest in working on our team!! We are more than an organization. We are a movement. We are a movement by and for people affected by MS. Until we end this disease forever, we will do whatever it takes to accelerate breakthroughs. We are a movement united in our collective power to do something about MS now – to move together towards a world free of multiple sclerosis. We're so glad you've taken the time to explore career opportunities with us. By joining our network, we hope you will learn more about how we fulfill our mission and find your place in this movement. Thank you for your consideration and interest in bringing your talents to the National MS Society!
Salary : $75,000 - $85,000