Employment Opportunities (click here for additional Resources)
Posted 1-18-12
Job Title: Senior Client Service Consultant
Organization: WealthEngine
Location: Bethesda, MD
POSITION SUMMARY
The Client Service Consultant serves as the primary relationship manager for a portfolio of WealthEngine clients. The consultant is responsible for managing project timelines and deliverables, as well as providing implementation recommendations, facilitating decision-making and providing strategic fundraising and prospect research/management advice. As part of the Analytics and Consulting team, the consultant will contribute to thought leadership efforts including white papers and conference presentations, and will also contribute to product development initiatives.
KEY JOB RESPONSIBILITIES·
- Provide on-site and off-site training and consulting services to a portfolio of clients
- Identify client objectives, strengths and challenges, and design strategies and implementation recommendations to optimize client value from WealthEngine products and services
- Identify opportunities for new products and services to meet needs in the marketplace
- Provide thought leadership in the fundraising and prospect research fields by contributing to best practice reports, white papers, professional conferences and webinar workshops
- Work closely with sales team to facilitate renewals, up sells and new sales
REQUIRED QUALIFICATIONS
- Bachelor’s Degree and a minimum of 5 years experience in a non-profit fundraising environment, either in prospect research, prospect management or front-line fundraising
- Excellent written and oral communication skills, including the ability to present effectively to diverse audiences
- Proven ability to manage and prioritize multiple, long-term relationships
- Ability to think analytically and structure solutions based on analysis
- Proficient with MS Excel, MS PowerPoint and MS Access
- Willingness to travel up to 60% of time
- Ability to work collaboratively as part of a team
PREFERRED QUALIFICATIONS
- Knowledge or familiarity with WealthEngine products and services
- Experience in annual fund and/or direct mail fundraising
- Consulting experience
About WealthEngine
WealthEngine, Inc. is a rapidly growing, venture backed technology company. WealthEngine has built a strong reputation as the leading provider of wealth identification and prospect research solutions that have helped its clients collectively raise billions in funds. In addition to having the largest wealth database on the market, WealthEngine helps more than 2000 organizations identify and target prospective donors and clients with its proprietary analytics and rating systems.
WealthEngine, Inc. offers a competitive salary and comprehensive employee benefits including medical/dental/vision insurance and 401(k) plan. Send resume and cover letter to careers@wealthengine.com
Posted 11-30-11
Job Title: Prospect Research Analyst (job #15221)
Organization: Wake Forest Baptist Health
Organization/City Description:
Wake Forest Baptist Health (WFBH) is located in Winston-Salem, NC, a geographically desirable and affordable area. WFBH, one of the nation’s preeminent academic medical centers, is an integrated health care system that operates 1,004 patient beds. We have ranked as one of “America’s Best Hospitals” by U.S. News & World Report since 1993. WFBH offers a wide range of benefits and perks that invite comparison with the best employers in North Carolina – and with academic institutions anywhere. Winston-Salem is a progressive city looking towards the future, and is the perfect environment to live, work, shop, and play. Once a thriving manufacturing town, Winston-Salem has transformed itself into a community of arts, culture, and innovation with a knowledge-based economy that takes its intellectual capital and transforms it into companies and jobs, creating a high-tech business base in bio-medicine, life sciences, nanotechnology, design, and advanced manufacturing.
Prospect Research Analyst
The WFBH prospect research office is counted among the most advanced prospect research departments in the country, maintaining comprehensive resources and ongoing training programs. The prospect research analyst 1) prepares research profiles for Development Officers and senior Medical Center leadership; 2) helps maintain the prospect tracking system; 3) identifies new prospects; 4) assists with data-intensive projects (e.g., wealth screenings).
The Prospect Research Analyst reports to the Director of Prospect Research/Prospect Management in the Office of Development and Alumni Affairs. The incumbent will provide both proactive and reactive advanced prospect research services for the Wake Forest Baptist Medical Center to maximize giving; prepare research documents including profiles and project summaries for senior level Medical Center personnel; identify new major gift prospects for the Medical Center; investigate financial status of prospects; research history of prospect with regards to contacts and philanthropy with Medical Center/WFU history; analyze corporate financial data and industry trends of prospects; track major financial transactions of prospects; identify and access all pertinent reference and library sources including hard-copy and on-line references, libraries, etc.; review and analyze data as it relates to the fundraising strategy; identify and interview Institutional and non-Institutional sources to obtain further information; develop and maintain a network of contacts; write documents (profiles and project summaries, 1-2 pages) using style, grammar, and content appropriate to audience; identify potential major donors from on-line and hard-copy sources; investigate newly identified potential major donors; evaluate ability and propensity to give a major gift by identifying and analyzing wealth indicators and interest in and connections to the Medical Center; identify and network with colleagues at similar institutions to stay abreast of developments in the prospect research field.
See complete job description with qualifications and apply on-line at http://www.wakehealth.edu/Job-Openings/ . AA/EOE.
Posted 10-27-11
The Florida State University Foundation located in Tallahassee, FL has partnered with national nonprofit search firm People & Systems to hire their next Director/Manager of Research & Prospect Management.
NOTE: Applicant information is NEVER shared with our client without permission. 100% CONFIDENTIAL application process guaranteed.
TITLE: Director/Manager of Research & Prospect Management
OPPORTUNITY:
Are you an experienced research/prospect management professional seeking an opportunity to provide leadership, vision and strategic direction for this highly regarded foundation? Are measured outcomes and the formation of meaningful relationships the cornerstone of your management style and success? This position allows you to join the efforts of a high-functioning senior management team operating with solid internal infrastructure to strategically grow the Foundation’s research and prospect management capabilities through an up-coming campaign and beyond. Does the opportunity to greatly impact the future of an organization through your research/prospect management expertise in an entrepreneurial and academically diverse environment sound like an attractive career advancement possibility? If so, this may be your next career move.
Reporting to the Vice President for Advancement Services you will use your proactive and collaborative work style to provide strategic planning, operational guidance, interdepartmental training and relationship-based research to support the Foundation’s fundraising goals. Specific duties include the management/development of existing personnel, refinement and growth of the donor pool, oversight of prospect screening and donor information management.
QUALIFICATIONS:
This position requires a mission focused professional, a Bachelor’s degree (advanced degree preferred.) and 5-7 years of research data analysis and prospect management experience. Ability to foster collaborative management based on open, transparent, continual communication, sharing, and inclusive decision-making is strongly desired. Attention to detail, strong data management/analytical skills, exemplary writing and verbal communication, and advanced computer literacy are a must.
HOW TO APPLY:
By applying, you are ONLY sharing your resume with People & Systems, not the hiring organization. Your information is NEVER shared with our client without your permission. If selected, you will be given full disclosure about the position/organization, allowing you to decide whether or not you wish to proceed. All applications are 100% CONFIDENTIAL.
Send a resume and cover letter to: FSU@peopleANDsystems.com
or
visit our posting at: http://www.nonprofitJOBMARKET.org/jobDetail.aspx?jobId=5853
Posted 10-27-11
Director, Prospect Research, Management and Analytics
Office of University Development
Duke University
Durham, North Carolina
Occupational Summary
Direct the activities of the Prospect Research, Management and Analytics (PRMA) team to identify and evaluate prospects, provide research reports and briefings, lead the prospect management system, and provide business intelligence to the campus-wide fundraising organization, in support of Duke University's development and campaign efforts. The position reports to the Assistant Vice President of Major Gifts Programs and Special Initiatives.
Work Performed
Manage a staff of twelve, organized into four functional areas: research, prospect management, analytics and leadership briefings. Direct various personnel actions including, but not limited to, hiring, performance appraisals, promotions, transfers and vacation schedules.
In addition to the responsibilities above, the Director of PRMA will serve as a key leader in the ongoing development and implementation of a new alumni and development database, based on SAP Client Relationship Management system in the process of being adapted to a development environment.
Ensure the PRMA team and senior management are aware of new analytic tools that can help add to, monitor and report on the prospect pool and performance. Partner with department based data analysis staff to leverage business intelligence for all areas of University Development and Duke development teams campus-wide.
Serve on the Assistant Vice President’s leadership team that also includes the Director of Major Gifts and the Director of Administration and Operations.
Develop a strategic partnership with Information Technology (IT) to develop new tools and reports that serve prospect and business intelligence needs. Design and develop studies and reports, using research and screening tools, on Duke University prospect constituencies, including analysis of potential for giving of various alumni for key projects.
Build peer institution relationships to discuss best practices in the field.
Support senior management in the preparation for and implementation of a comprehensive multi-billion dollar campaign, such as campaign gift pyramids, prospect screening tools, reports for campaign volunteer leadership and trustees, and campaign peer screening tools. Working with the Campaign Office, assist in the development and implementation of campaign progress reports.
Supervise the work of a comprehensive prospect research program, headed by the Assistant Director of Research, to whom four Senior Research Analysts report. Manage the collection, analysis, interpretation and documentation of information on individuals, corporations and foundations, utilizing state of the art resources including web based searches, proprietary databases, contracted screening and data mining resources, electronic databases and other sources as appropriate. Oversee the identification of new prospects and their inclusion in Discovery Pools to make the best prospects available to fundraisers campus wide.
Work closely with University Development leadership and the prospect management staff of two to continue to develop and administer the university-wide prospect management system. Develop and implement a plan to institute the Prospect
Management Executive Committee.
Oversee the preparation for and implementation of monthly Prospect Management Committee meetings. Produce reports on activity on the major gifts prospect pipeline university-wide. Oversee the management of prospect team requests and assignments. Continue to refine team-based prospect management protocols and strategy development to help insure that Duke fundraisers are effectively engaging with top prospects. Provide portfolio review services to fundraisers. Oversee training of gift officers campus-wide in prospect management protocols. Direct the building of strong strategic partnerships with development colleagues across the university.
Work with an analytics team of two to analyze prospect and donor constituencies and forecast their behavior through data benchmarking, modeling and analytics. Develop and produce analyses and reports on fundraising history and current performance, prospect pool status, and other business intelligence used to inform the strategic management of fundraising operations campus-wide.
Working with the Assistant Vice Presidents for Principal Gifts, Major Gifts Programs, and Arts & Sciences and Undergraduate programs, oversee two professionals in the production of presidential, dean and other leadership briefings. Assist in the development and articulation of comprehensive prospect strategies for top prospects working with key academic leadership.
Assist with PRMA program services for principal gifts prospects. Produce a wide set of biographical reports for presidential, provostial and other leadership events.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Exempt, Job Family 28, Job Level 15
Education/Training: Bachelor’s degree required.
Experience/Skills:
A minimum of five years experience in prospect research and management, resulting in the ability to review and analyze data, systems and procedures to support development initiatives.
Successful supervisory experience a must.
Previous experience in a large university setting preferred.
Knowledge of fundraising process, preferably at a major research university, and the ability to connect the development mission to the specific responsibilities of the PRMA team.
Demonstrated proficiency in working with large and complex databases.
Ability to serve as a visionary leader to PRMA, creating, suggesting, and carrying out programmatic growth and best practices.
Ability to work with many constituencies at all levels.
Excellent analytical skills
Ability to exercise good judgment in handling of confidential information.
Capacity to teach sophisticated skills to a diverse audience.
Ability to lead and manage a team of employees.
Ability to work with many constituencies at all levels.
Excellent communication and organization skills.
Interested applicants:
Please email resume and cover letter to jobs@dev.duke.edu with a note in the subject line re: Director PRMA.
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University and Health System is an Affirmative Action/Equal Opportunity Employer.