Director of Prospect Management and Research bei Saint Peter's University

Description

About Saint Peter’s University

Saint Peter’s is one of 27 Jesuit colleges and universities in the United States. Established in 1872, the University blends a unique learning experience shaped by rigorous academics, internships that provide real-world experience, community service, and a genuine, caring community that supports alumni long after graduation. Saint Peter’s offers more than 50 undergraduate majors as well as master’s level and doctorate program.

Job Summary:
Reporting to the Assistant Vice President for Leadership and Planned Giving, the Director of Prospect Management and Research is responsible for providing strategic leadership and oversight of the prospect management and research program for the Office of Institutional Advancement and Strategic Engagement at Saint Peter’s University. This position plays a critical role in advancing the University’s philanthropic goals by identifying, evaluating, and prioritizing prospective donors to support principal, leadership, and planned giving initiatives. The Director of Prospect Management and Research partners closely with senior leadership, leadership gift officers, and all frontline fundraisers to ensure a robust pipeline of prospective individual, corporate, and foundation donors to inform effective cultivation, solicitation, and stewardship strategies.

Responsibilities:

• Leads the development and implementation of a prospect management system to track, assign, and monitor prospective donors.
• Establishes best-in-practice policies and procedures for portfolio management, including metrics, movement tracking, and pipeline reporting.
• Partners with leadership gifts officers and other frontline fundraisers to optimize their portfolios and identify opportunities for engagement and solicitation.
• In collaboration with the Vice President and Assistant Vice President, develop and maintain a select list of 25 – 50 priority prospects for Presidential cultivation and stewardship.
• Conduct prospect research to identify, qualify, and rate prospects with the capacity and inclination to support the university’s philanthropic priorities.

Director of Prospect Management and Research

• Create prospect profiles and event briefing materials to assist with strategic prospect engagement.
• Utilize advanced research tools, databases, and methodologies to gather and analyze information ethically and effectively.
• Develop and maintain reports and analytics to monitor progress toward fundraising goals.
• Facilitate monthly prospect pipeline meetings with leadership gift officers and other frontline fundraisers to review proposal submissions, assign new prospects, share progress with solicitations, and update other portfolio metrics.
• Analyze prospect data to identify trends, gaps, and areas for strategic intervention.
• Working in collaboration with the Director of Advancement Operations and Analytics, ensure the accuracy, consistency, and integrity of prospect data within the University’s CRM system.
• Provide recommendations for needed prospect research tools and technologies, to ensure best-in-practice operations.
• Ensure all research and data management activities comply with applicable laws, university policies, and ethical standards set by professional organizations such as CASE and the Association of Professional Researchers for Advancement.
• Performs other related duties as assigned by the Assistant Vice President for Leadership and Planned Giving and the Vice President for Institutional Advancement and Strategic Engagement.

Salary Range: $80,000 - $110,000

Benefits: 

Along with a competitive salary, we provide a robust benefits package to support your health and future goals.

Key Benefits Include:

• Paid Time Off: Paid holidays, personal days, vacation, and sick leave

• Health Coverage: Health insurance, dental insurance, and vision discount plan

• Life Insurance: Employer-provided life insurance

• Life & Disability Insurance: Voluntary life and voluntary disability coverage

• Retirement Savings: 401(k) plan with employer contributions

• Tuition Remission: An attractive tuition remission policy for employees and their dependents

• Additional Perks: Employee Assistance Program (EAP), Voluntary Legal plan, FSA and more

The well-being of our employees is a priority for our University, and we are committed to promoting your success and well-being.

Qualifications

Qualifications:

• Bachelor’s degree required; MBA or master’s degree in related field preferred.
• Minimum of 7 years of progressively responsible experience in prospect research, prospect management, fundraising analytics, or a related field, preferably in higher education.
• Strong understanding of fundraising principles, portfolio management, and pipeline development.
• Proficiency in CRM systems (e.g. Blackbaud’s The Raiser’s Edge NXT) and research tools (e.g., LexisNexis, iWave, WealthEngine).
• Exceptional analytical, organizational, and project management skills.
• Demonstrates attention to detail and outstanding written and verbal communication abilities.
• Commitment to confidentiality and ethical research practices.
• Proven success in the ability to collaborate with colleagues.

Knowledge, Skills, and Abilities acquired on the job:

• An essential job function is the acquisition and mastery of on-the-job knowledge, skill, and ability, in
• order to learn, implement and follow key job functions. The following are performance criteria and are
• essential functions:
• Ability and willingness to perform both professional and technical/administrative/clerical tasks.
• Ability to appropriately use and demonstrate proficiency with standard office productivity software, tools, and University systems, such as MS Office Suite (Word, Excel, PowerPoint) and
• Google Suite equivalents.
• Ability to efficiently organize and manage large amounts of data, information, and records;
• attention to detail; and well organized.
• Ability to interact and communicate effectively with individuals from diverse backgrounds and at all levels of the organization. Strong written and communication skills along with the ability to build relationships with various members of the organization.
• Ability to work effectively in a team environment, anticipate the needs of others on the team.
• Ability to provide high-quality, strong customer-oriented services, including problem-solving orientation; strong listening skills; history of coordinated work effort with extensive follow-through and follow-up.
• Ability to assess efficiency of current department processes and recommend improvements.

Key Performance Expectations:

• Actively demonstrate an understanding of and commitment to Jesuit heritage and ideals.
• Be driven by the University mission.
• Be committed to the University and the work we do to support students.
• Approach commitments cheerfully, enthusiastically, and energetically.
• Approach assignments with an open mind, objectively and neutrally, with logic and analysis.
• Be accountable and responsible.
• Be well organized.
• Behave and perform ethically.
• Maintain integrity, confidentiality and sensitivity with personal donor and constituent information.
• Collaborate effectively both within and outside the department.
• Consistent and timely attendance.
• Meet all departmental and work area expectations.

Physical Requirements:

• Must be able to remain in a stationary position for extended periods of time.
• Must be able to physically attend in-person meetings and events both on- and off-campus.
• Frequently operates a computer for extended periods of time.
• Frequently communicates with others over the phone and in person; must be able to exchange accurate information in these situations.
• Ability to speak clearly and communicate proficiently in English.

Work Schedule:
Full-time; 52 weeks per year. In addition to regular business hours, the person in this position must be able to be flexible around the needs of the University, which includes occasional evening and/or weekend hours.

Disclaimer:
This job description is intended to summarize the type and level of work performed by the incumbent and is not an exhaustive list of duties, responsibilities, and requirements. The University reserves the right to change, add, or reassign job duties or combine positions, or portions thereof, at any time. This job description is not an employment agreement or contract. This job description may be updated from time to time based on the needs of the University.