Director, Prospect Development

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

220 Hutchison Rd, Rochester, New York, United States of America, 14620

Opening:

Worker Subtype

Regular

Time Type

Full time

Scheduled Weekly Hours

40

Department

100006 Ofc Sr Vice Pres Advancement

Work Shift

UR - Day (United States of America)

Range

UR URG 115

Compensation Range

$96,860.00 - $145,290.00

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

GENERAL PURPOSE

Directs staff in pursuing research and reporting on donors and prospective donors for the institution. Identifies ways to improve the dissemination and storage of information. Manages a complex prospect management system to coordinate the development effort and provide accurate data and reporting on the qualification, cultivation, solicitation and stewardship of prospects and donors. Keeps colleagues informed about trends in philanthropy and in sources of wealth. Leads the development of short and long-range strategies to meet Development goals and objectives. Manages staff, makes hiring decisions, provides coaching, training and mentoring, manages performance and determines staffing needs.

This position is responsible for leading the Prospect Research team and their efforts to discover new prospects and produce meaningful research profiles for Advancement staff, key volunteers, and University Administrators.

The Director will develop and implement best practices for research to foster an innovative, creative, cutting-edge, and results oriented research enterprise. The Director will ensure that all research is consistently produced, of the highest quality, and focuses on actionable intelligence for major gift solicitations. This position will oversee the identification of new high-capacity prospects, and volunteer leaders through proactive research projects.

The Director will directly supervise and oversee all members of the Prospect Research department.

RESPONSIBILITIES

With broad latitude for independent action, the Director will provide:

Supervision and Administration: Implement and evaluate office-wide procedures and policies that assist in the efficient management and coordination of all development activities related to prospect research.

Supervise all staff of the Office of Prospect Research - Working closely with the Senior Director and internal HR Advancement, oversee, monitor, and manage administrative duties including recruiting, hiring, training, management, individual performance goals, performance reviews, personnel actions and all HR matters related to the program; provide guidance on best practices for department and staff according to APRA industry standards.

With the Senior Director, prepare current and long-range program plans, and operational goals to support the fundraising efforts of the university. Lead regular prospect research team meetings. Create, monitor and administer all program budgets and expenditures related to the development, implementation and continuance of these core areas. Through meetings and conversations, report on progress of research projects to Senior Director of Analytics and Prospect Development.

Prospect Research Management of Tasks and Projects: Manage the prospect research effort by establishing priorities; Coordinate prospect identification research activity; Facilitate the research process using industry best practices; Engage key partners regarding strategic research projects for major gift prospects.

Oversee prospect identification efforts to identify potentially new major gift donors and leadership-level volunteers through proactive research methods and external wealth information resources.

Govern the production of research products for Advancement staff. Focus on standardizing and streamlining services and the composition of consistent products. This includes editing any research documents produced for the president. 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.

Prospect Research and Analysis: Analyze and interpret business and financial information from Advance and external financial, news, and biographic sources as assigned. Compile biographic, business, philanthropic, and financial data on individuals into concise, analytical reports to assist the Principal Gifts Office and the CAO in determining major gift potential, solicitations, and compiling information for donor stewardship.

Monitor University Priority Prospects: 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.

Prospect Identification and Segmentation: Work with the Sr. Director of Analytics and Prospect Development to uncover new prospects, deepen understanding of prospect pools and increase research efficiency. Investigate industry trends in analysis and apply innovative techniques at the University of Rochester. 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. Keep abreast of emerging industry trends and tools for analysis and analytical communication.

Other duties as assigned

QUALIFICATIONS

Bachelor+s Degree required

Master+s Degree preferred

A minimum of five to seven years of advancement research, development, fundraising, financial analysis and/or relevant experience required.

Or Equivalent combination of experience and education required.

Previous management experience required.

Experience with WealthEngine or iWave.

Proven ability to interact with varied constituencies in a professional manner.

Strong staff management, team-building, and training skills.

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.

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.

Excellent analytical, interpersonal, and communication skills, including strong written and verbal skills.

Must understand the need to maintain the confidentiality of donor and prospect information.

EOE Minorities / Females / Protected Veterans / Disabled:

The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University's mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.

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At the University of Rochester, we commit to diversity, equity, and inclusion and united by a strong commitment to be ever better-Meliora. It is an ideal that informs our shared mission to ensure all members of our community feel safe, respected, included, and valued.