What are the responsibilities and job description for the Director of Prospect Development and Portfolio Management position at usm?
Special Instructions to Applicants
Please submit a cover letter, resume and the contact information for three (3) references when applying for this position.
Job Summary
The Director
of Prospect Development and Portfolio Management is a key leadership role
within the USM Foundation, responsible for overseeing all activities related to
the identification, qualification, tracking and moves management of prospective
donors to support the university’s advancement and fundraising goals. This role
requires a strategic thinker with strong leadership skills to utilize
data-driven insights and relationship management strategies to enhance
fundraising efforts and increase donor engagement. This position works closely
with foundation leadership, development officers, and other key stakeholders.
Primary Duties and Responsibilities
- Develops strategic priorities for prospect identification, qualification and movement, ensuring alignment with the university’s fundraising priorities.
- Works with the Advancement Technology team to integrate data analytics, artificial intelligence (as appropriate) and prospect research with fundraising strategies and to ensure that all prospect management information is appropriately stored in the donor database and that privacy and data protection policies are adhered to. Oversees the identification and qualification of potential prospects through data analytics, wealth screening, and other research tools.
- Develops research strategies for the analysis of prospect data that align with strategic priorities. Manages and mentors the Research and Data Analyst. Fosters a collaborative environment, ensures proper training and professional development, and accurate, thorough and timely information delivery on prospects including key insights on wealth indicators, philanthropic and personal interests.
- Works with leadership to ensure that key high-potential prospects are assigned and monitored appropriately. Ensures that a robust prospect pool that supports major gift, leadership annual giving, planned giving and corporate fundraising initiatives is maintained.
- Works with development officers to track and manage a healthy donor pipeline, ensuring that prospects are appropriately rated, researched, and cultivated. Ensures that strategies for donor engagement are effective, timely, and personalized by conducting regular portfolio management and review meetings with the development team. Monitors gift officers progress while helping them work toward their fundraising goals utilizing metrics, reports, and dashboards. Manages updates to individual donor portfolios, prospect assignments and proposals for fundraising team members within the CRM database.
- Manages the collection, analysis and dissemination of prospect data. Provide regular reporting on prospect management and research activities, progress, and outcomes. Utilize metrics to assess the effectiveness of strategies, ensuring the Foundation’s goals are met or exceeded.
- Oversee management of research request queue to ensure requests are responded to in a timely manner.
- Performs other duties as assigned.
