Executive director prospect development Job at University of Rochester (Rochester)

Job Description

The Executive Director (ED) oversees prospect management and prospect research activities. This position will lead the Prospect Development team and coordinate their efforts to discover new prospects and produce meaningful research profiles for Advancement staff, key volunteers, and University Administrators.

Job Responsibility

Develop and implement best practices for research to foster an innovative, creative, cutting-edge, and results oriented research enterprise.
Oversee the identification of new high-capacity prospects, and volunteer leaders through proactive research projects.
Oversee strategies for identifying and rating the capacity of potential prospects, including analyzing hard and soft financial data in the context of gift capacity.
Actively identify new major gift and planned giving prospects through data mining techniques, push technology, demographic, and other searches.
Work closely with the Fundraisers and Development Events team to develop solicitation strategies.
Partner with the data analytics to implement a plan for identifying new and emerging prospects specific to the Institute’s current and future fundraising goals and priorities.
Ensure proper system and data maintenance are in place to support the fundraising efforts of Advancement.
Provide effective leadership of the Prospect Management and Research team to help ensure successful fundraising efforts.
Develop, implement, and maintain a prospect management program that ensures the placement of high-quality prospects in dynamic major gift officer portfolios.
Ensure that all research requests are completed accurately and in a timely manner.
Assist with the preparation of briefing reports for the President, Vice President, senior leaders, and gift officers.
Collaborate with the Advancement Operations team to streamline database processes, procedures, and best practices.
Monitor news and publicly available financial information on major gift prospects and suspects from SEC filings, professional publications, and press.
Maintain professional standards of research and conduct in a manner that is ethical and sensitive to the needs of donors and development staff members.
Participate in on-going professional development activities to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.
Provide support for other Institutional Advancement functions and activities as needed.
Supervise all Prospect Development staff
With the AVP, prepare current and long-range program plans, and operational goals to support the fundraising efforts of the university.
Help support campaign needs and operations through strategic planning, goal setting, and prospect pool development with Advancement leadership
Oversee prospect identification efforts to identify potentially new major gift donors and leadership-level volunteers
Assist in the timely daily review of patients to provide accurate information for the URMC fundraising team.
Oversee the production of research products for Advancement staff.
Edit all research documents produced for the president and other documents as necessary.
Author and edit policy manuals, research reports, memoranda, and other documents pertaining to Advancement Prospect Research.
Regularly review and revise the internal philanthropic rating process, its documentation, and the associated training.
Develop solicitation projections and processes to improve the proposal pipeline.
Standardize and maintain portfolio size and composition based on APRA / AASP Best Practices.
Guide the Associate Directors of Prospect Development in quarterly gift officer training.
Collaborate with gift-officers and their support staff to streamline processes and maintain a high level of data quality in the CRM.
With Advancement Analytics, monitor gift officer deployment and inform decision makers of effectiveness and new opportunities.
Produce research profiles and reports.
Monitor mission-critical prospects for changes in their financial status, noteworthy trends in their philanthropy, or updates in their lives which could influence their relationship with the University of Rochester.
Compile biographic, business, philanthropic, and financial data on individuals into qualitative reports for the Principal Gifts Office and the CAO.
Work with the Sr. Director of Analytics to uncover new prospects, deepen understanding of prospect pools and increase research efficiency.
Utilizing data visualization software develop maps, reports, dashboards, and other tools to provide revealing views of potential prospect pools.
Work with Advancement Analytics to specify and revise dashboards meant to monitor, explore, and alert Prospect Development of changes in prospects which may warrant action by Prospect Research.

Requirements

Bachelor’s degree required
Advanced degree preferred
A minimum of 8 years of related experience, particularly in advancement research, development, fundraising, or financial analysis required
or equivalent combination of education and experience
Previous management experience required.
Strong staff management, team building, and training skills.
Proven ability to interact with varied constituencies in a professional manner.
Ability to set priorities and manage several projects simultaneously and exercise critical thinking skills to determine the best use of resources for reaching goals to support the University’s mission.
Excellent analytical, interpersonal, and communication skills, including strong written and verbal skills preferred.
Must understand the need to maintain the confidentiality of donor and prospect information.
Experience with WealthEngine or iWave.
Strong skills in qualitative and quantitative analysis.
Expert knowledge in the use of online search tools.
Proficient in Microsoft Word and Adobe Acrobat.
Proficient in Microsoft Excel – Experience with Power Query and/or VBA preferred.

Nice to have

Advanced degree preferred
Experience with Power Query and/or VBA preferred.

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Executive director prospect development

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