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The Director of Prospect Research and Strategic Insights plays a critical role in advancing Harvard Business School’s (HBS) philanthropic priorities by leading prospect research, capacity analysis, and due diligence across External Relations (ER) and beyond. Reporting to the Managing Director of Development Services, this role provides strategic oversight of research, reputational risk assessment, and lead tracking, applying consistent standards and intelligence across External Relations and beyond. In addition to serving as the central authority for due diligence, the Director leads the development research function, managing a team of researchers who provide high-quality, actionable intelligence and capacity assessments. The role ensures that research outputs are integrated into fundraising strategies and that the team partners consultatively with frontline fundraisers to drive successful prospect engagement and solicitation.
Job Responsibility:
Serve as lead authority for due diligence, ensuring a consistent and transparent process across External Relations and beyond
Develop and guide protocols aligned with Harvard University’s gift acceptance policies and international standards
Provide School leadership and the frontline with timely, strategic, and actionable risk assessments on prospective donors, corporations, and foundations to safeguard the School’s reputation and inform long-term fundraising strategy
Oversee research strategies to identify, qualify, and prioritize major and principal gift prospects in alignment with HBS fundraising priorities
Guide the team in translating wealth indicators, philanthropic patterns, and engagement/affinity scores into strategic insights that inform cultivation and solicitation strategies
Lead methodologies for accurate capacity ratings, including HBS evaluations and advanced financial analyses
Direct the design and use of lead tracking systems to monitor pipeline activity and identify emerging opportunities
Partner with ER IT to refine systems, models, and engagement scoring that support data-driven fundraising strategies
Recruit, mentor, and develop a team of prospect researchers and analysts, fostering a culture of rigor, innovation, and collaboration
Position the research team as a strategic thought partner to frontline fundraisers, providing consultative guidance and insights that elevate donor strategy and engagement
Promote professional development and active engagement in associations such as Apra and CASE
Serve as a visible leader across HBS, building partnerships with Development, Alumni Marketing & Communications, Alumni Relations, and University colleagues
Requirements:
Bachelor’s degree required
advanced degree preferred
Minimum of 10 years of progressive experience in prospect research, advancement services, or development strategy, with significant leadership experience in higher education or complex nonprofit environments is required
Demonstrated expertise in capacity rating, wealth analysis, due diligence, and philanthropic risk assessment
Proven success in developing lead tracking systems, engagement scoring models, and data-driven fundraising strategies
Strong analytical, strategic, and communication skills, with the ability to convey complex information clearly to diverse stakeholders
Commitment to confidentiality, compliance, and upholding Harvard University policies
Nice to have:
Strategic leadership in advancement research and due diligence
Authority in reputational risk management
Skills in lead tracking, systems collaboration, and engagement scoring
Team leadership and consultative partnership with frontline fundraisers cross-school collaboration and influence
What we offer:
Generous paid time off including parental leave
Medical, dental, and vision health insurance coverage starting on day one
Retirement plans with university contributions
Wellbeing and mental health resources
Support for families and caregivers
Professional development opportunities including tuition assistance and reimbursement