Advserv
UNCG Director of Prospect Management and Research
Advserv, Greensboro, North Carolina, us, 27497
Overview
UNCG Director of Prospect Management and Research About the Opportunity The University of North Carolina at Greensboro is looking for its next Director of Prospect Management and Research. The Director of Prospect Management and Research will report directly to the Associate Vice Chancellor for Advancement Operations and be responsible for leading the strategic direction of the Prospect Management and Research team. This role will ensure that UNCG’s prospect management and research practices are dynamic, data-driven, and collaborative, supporting the university’s fundraising efforts. This includes designing and executing strategic data-driven prospect identification and comprehensive wealth and propensity screenings. The Director is also responsible for the team’s due diligence research efforts. The Director oversees two Prospect Development Analysts and works closely with frontline fundraisers and advancement leadership. Additionally, the Director will play a key role in an upcoming CRM transition, ensuring prospect data integration and enhanced functionality to support University Advancement’s goals. About the University Located in North Carolina’s third largest city, UNCGreensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCGcontinues to be recognized nationally for academic excellence, access, and affordability. UNCGis ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCGis a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B. To learn more about UNC Greensboro, visit: www.uncg.edu/about-uncg/ About the Team The Division of University Advancement builds and nurtures relationships with loyalty and integrity to promote UNCG’s mission, foster communication, and secure philanthropic support. The team’s mission is to inspire connections, investments, and engagements that drive excellence and opportunity. The Division is responsible for building pride and tradition among alumni, faculty, staff, students, families, and community members; developing life-long relationships; building advocacy; branding and awareness; and securing private and public financial support. The Division of University Advancement includes: Advancement Communications, Advancement Operations, Alumni Engagement, Development, Annual Giving, Donor Relations, Event Planning, Gift Planning, Prospect Management & Research, and the Vice Chancellor’s office.
Responsibilities
Job duties and responsibilities: Develop and implement a strategic vision for the PMR team, aligning with the university’s fundraising goals and objectives. Foster a culture of collaboration, innovation, and continuous improvement. Build strong partnerships with frontline fundraisers, understand their needs, and provide actionable insights and high-quality prospect research to support their efforts. Evaluate current prospect research methods and align them to a data-driven approach, utilizing advanced analytics, machine learning, and data visualization tools. Evaluate and integrate new technologies and platforms to enhance prospect research capabilities and efficiencies. Collaborate with the CRM & Analytics team and other relevant departments to ensure the new CRM system meets the needs of the advancement team. Collaborate with members of the advancement operations team to ensure cohesive and efficient operations within the division. Supervise and mentor two Prospect Development Analysts, providing guidance, training, and professional development opportunities. Promote a collaborative work environment, encouraging knowledge sharing and teamwork between the prospect research team and major gift officers. Act as project manager, manage the team’s workload queue, assign research requests, and direct proactive prospect identification projects. Work in partnership with the advancement leadership on regular donor strategy meetings to develop cultivation and solicitation strategies. Oversee the identification, qualification, and management of prospects, ensuring a robust pipeline of potential donors for major gift opportunities. Utilize data analytics to identify trends, patterns, and opportunities within the prospect pool. Track and manage the research portion of the budget. Represent research team in the evaluation, recommendation and selection of future electronic screening vendors. Ensure compliance with ethical standards and university policies. Stay current with industry trends, best practices, and emerging technologies through continual professional development.
Education and Experience
The successful candidate will have a bachelor’s degree or equivalent combination of education, professional experience, and specialized expertise related to the position. Required qualifications include: Demonstrated mastery of standard research methodology best practices for evaluating donor prospects for capacity, inclination, readiness and recommending relationship development strategies. Proficiency in Excel; strong working knowledge of Microsoft Desktop Tools (Word, Excel, etc.). Knowledge of leading CRM tools and technologies used in fundraising operations. Proficiency in incorporating pipeline development and prospect tracking in a fundraising CRM. Progressively responsible experience managing prospect identification and research methods and directing a prospect management system in support of fundraising initiatives. Proven analytical skills and proficiency utilizing data analysis tools, fundraising databases, interpreting, and evaluating wealth indicators in a philanthropic context. Experience evaluating complex issues, identifying appropriate solutions, and providing leadership in development and implementation of a strategic plan. Excellent planning skills and experience with the ability to identify, clarify and articulate project purpose, goals, and outcomes. Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and compelling manner. Demonstrated ability to collaborate effectively with diverse stakeholders and work in a fast paced, dynamic environment. Strong strategic thinking, research, writing and verbal presentation skills; organizational ability and initiative. The ability to analyze and synthesize information, to manage several projects simultaneously, set priorities, and meet deadlines. Proven leadership experience managing in a team setting, setting strategic goals, and driving results in prospect management & research.
Special Instructions
To apply, please submit a cover letter and CV/resume. Confidential review of applications will begin immediately and the position remains open until filled. This position is an onsite work arrangement and will be required to reside in North Carolina within a 2-hour commuting distance of their assigned duty station. The salary range for this position is $85,000 - $94,443.
Contact Information
UNC Greensboro has retained the UNC System Office executive search team to support this recruitment. Confidential inquiries and nominations should be directed to Scott Murray, director of executive search and leadership programs at sfmurray@northcarolina.edu
Equal Employment Opportunity and Other Information
UNC Greensboro has been and will continue to be committed to equality of employment opportunities and does not discriminate against applicants or employees based on race, color, religion, sex, sexual orientation, gender identity, or national origin, political affiliation, genetic information, or age. Men, women, and members of all racial and ethnic groups are encouraged to apply. For more information please refer to theRecruitment websiteand ourPolicies. To apply, visit:
https://apptrkr.com/6571431
#J-18808-Ljbffr
UNCG Director of Prospect Management and Research About the Opportunity The University of North Carolina at Greensboro is looking for its next Director of Prospect Management and Research. The Director of Prospect Management and Research will report directly to the Associate Vice Chancellor for Advancement Operations and be responsible for leading the strategic direction of the Prospect Management and Research team. This role will ensure that UNCG’s prospect management and research practices are dynamic, data-driven, and collaborative, supporting the university’s fundraising efforts. This includes designing and executing strategic data-driven prospect identification and comprehensive wealth and propensity screenings. The Director is also responsible for the team’s due diligence research efforts. The Director oversees two Prospect Development Analysts and works closely with frontline fundraisers and advancement leadership. Additionally, the Director will play a key role in an upcoming CRM transition, ensuring prospect data integration and enhanced functionality to support University Advancement’s goals. About the University Located in North Carolina’s third largest city, UNCGreensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCGcontinues to be recognized nationally for academic excellence, access, and affordability. UNCGis ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCGis a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B. To learn more about UNC Greensboro, visit: www.uncg.edu/about-uncg/ About the Team The Division of University Advancement builds and nurtures relationships with loyalty and integrity to promote UNCG’s mission, foster communication, and secure philanthropic support. The team’s mission is to inspire connections, investments, and engagements that drive excellence and opportunity. The Division is responsible for building pride and tradition among alumni, faculty, staff, students, families, and community members; developing life-long relationships; building advocacy; branding and awareness; and securing private and public financial support. The Division of University Advancement includes: Advancement Communications, Advancement Operations, Alumni Engagement, Development, Annual Giving, Donor Relations, Event Planning, Gift Planning, Prospect Management & Research, and the Vice Chancellor’s office.
Responsibilities
Job duties and responsibilities: Develop and implement a strategic vision for the PMR team, aligning with the university’s fundraising goals and objectives. Foster a culture of collaboration, innovation, and continuous improvement. Build strong partnerships with frontline fundraisers, understand their needs, and provide actionable insights and high-quality prospect research to support their efforts. Evaluate current prospect research methods and align them to a data-driven approach, utilizing advanced analytics, machine learning, and data visualization tools. Evaluate and integrate new technologies and platforms to enhance prospect research capabilities and efficiencies. Collaborate with the CRM & Analytics team and other relevant departments to ensure the new CRM system meets the needs of the advancement team. Collaborate with members of the advancement operations team to ensure cohesive and efficient operations within the division. Supervise and mentor two Prospect Development Analysts, providing guidance, training, and professional development opportunities. Promote a collaborative work environment, encouraging knowledge sharing and teamwork between the prospect research team and major gift officers. Act as project manager, manage the team’s workload queue, assign research requests, and direct proactive prospect identification projects. Work in partnership with the advancement leadership on regular donor strategy meetings to develop cultivation and solicitation strategies. Oversee the identification, qualification, and management of prospects, ensuring a robust pipeline of potential donors for major gift opportunities. Utilize data analytics to identify trends, patterns, and opportunities within the prospect pool. Track and manage the research portion of the budget. Represent research team in the evaluation, recommendation and selection of future electronic screening vendors. Ensure compliance with ethical standards and university policies. Stay current with industry trends, best practices, and emerging technologies through continual professional development.
Education and Experience
The successful candidate will have a bachelor’s degree or equivalent combination of education, professional experience, and specialized expertise related to the position. Required qualifications include: Demonstrated mastery of standard research methodology best practices for evaluating donor prospects for capacity, inclination, readiness and recommending relationship development strategies. Proficiency in Excel; strong working knowledge of Microsoft Desktop Tools (Word, Excel, etc.). Knowledge of leading CRM tools and technologies used in fundraising operations. Proficiency in incorporating pipeline development and prospect tracking in a fundraising CRM. Progressively responsible experience managing prospect identification and research methods and directing a prospect management system in support of fundraising initiatives. Proven analytical skills and proficiency utilizing data analysis tools, fundraising databases, interpreting, and evaluating wealth indicators in a philanthropic context. Experience evaluating complex issues, identifying appropriate solutions, and providing leadership in development and implementation of a strategic plan. Excellent planning skills and experience with the ability to identify, clarify and articulate project purpose, goals, and outcomes. Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and compelling manner. Demonstrated ability to collaborate effectively with diverse stakeholders and work in a fast paced, dynamic environment. Strong strategic thinking, research, writing and verbal presentation skills; organizational ability and initiative. The ability to analyze and synthesize information, to manage several projects simultaneously, set priorities, and meet deadlines. Proven leadership experience managing in a team setting, setting strategic goals, and driving results in prospect management & research.
Special Instructions
To apply, please submit a cover letter and CV/resume. Confidential review of applications will begin immediately and the position remains open until filled. This position is an onsite work arrangement and will be required to reside in North Carolina within a 2-hour commuting distance of their assigned duty station. The salary range for this position is $85,000 - $94,443.
Contact Information
UNC Greensboro has retained the UNC System Office executive search team to support this recruitment. Confidential inquiries and nominations should be directed to Scott Murray, director of executive search and leadership programs at sfmurray@northcarolina.edu
Equal Employment Opportunity and Other Information
UNC Greensboro has been and will continue to be committed to equality of employment opportunities and does not discriminate against applicants or employees based on race, color, religion, sex, sexual orientation, gender identity, or national origin, political affiliation, genetic information, or age. Men, women, and members of all racial and ethnic groups are encouraged to apply. For more information please refer to theRecruitment websiteand ourPolicies. To apply, visit:
https://apptrkr.com/6571431
#J-18808-Ljbffr