Director Of Prospect Management And Research

Director of Prospect Management and Research

As you take your first step onto a Western University of Health Sciences campus, each path, each person, each structure comes with a transformative story. WesternU is more than the practice of medicine. We are defined by character and culture.
At WesternU, you will discover humanism at the heart of every interaction: a warm welcome, a sincere smile, a positive word, a kind deed, a thoughtful gesture. You will see students work together on case studies; a parade of pets in campus parks; student clubs offering opportunities for career growth and community involvement; and faculty, staff and students designing their future and the future of WesternU. We display a collaborative mindset in how we operate, educate, and serve others.
Although, geographically, we are two campuses - as humanists, we are one: to enhance and extend the quality of life in our communities and achieve excellence in everything we do. We attract diverse, professional faculty, staff and students that thrive in an environment of humanistic health care education. Join our team of faculty and staff and make a difference.
Position Title:

Director of Prospect Management and Research
Position Control Number:

999153
Type of Position:

Administration
Position Status:

Full-time
Department:

5501-External Relations
Campus:

Western University Campus-Pomona, CA
Position Location:

California
Job Summary:

Reporting to the Assistant Vice President for Development (AVP), the Director of Prospect Research and Management will be an integral member of the Development team and will play an important role in campaign planning activities. The Director will implement and manage the prospect research and management program and leverage innovative analytics to maximize the potential of WesternU's overall prospect pipeline to ensure the success of all fundraising efforts. Using best practices, the Director will develop, implement, and streamline processes relating to prospect research, portfolio development and management, and fundraiser performance metrics. The Director will lead, develop, and manage the Prospect Research Associate.
Knowledge, Skills and Abilities:
An understanding of the donor cultivation cycle and the critical role of prospect research at each stage.
Demonstrated success in developing sophisticated prospect research and analysis to advance an institution's fundraising success.
Ability to assess the value of and synthesize large volumes of information into coherent well-written documents, and work with changing priorities and multiple projects.
Demonstrated ability to work in a high pressure, fast-paced environment with investigative and problem-solving skills, analytical thinking, oral and written communication skills, and a high level of attention to detail and active listening skills.
Knowledge of the range of resources available to development researchers, including tools and vendors.
Strategic thinker with the ability to work well with all levels of management, both internally and externally, be flexible in nature, and have sound judgment with a collaborative style that fosters teamwork and cooperation.
Passion for excellent customer service and commitment to exceptional quality.
An independent problem solver who can think proactively, take initiative, set priorities, and bring tasks to completion with appropriate follow-up.
Advanced knowledge of Raiser's Edge or other donor databases.
Advanced knowledge of Microsoft Office, including Excel, Word, PowerPoint, and Outlook; Office 365, including OneDrive, SharePoint, and Teams.
Advanced knowledge conducting in-depth prospect research and using research tools such as LexisNexis, Foundation Center, DonorSearch, Blackbaud Analytics, and/or similar research and wealth screening tools.
Experience in creating dashboard reports using Raiser's Edge NXT and Excel.
Knowledge and comfort using and presenting through video- and audio-conferencing platforms.
Required Qualifications:
EDUCATION:

Bachelor's degree in a relevant field is preferred.
EXPERIENCE:

5+ years in a donor prospect research role within a fundraising, development, or related field in a non-profit environment. Knowledge of the range of resources available to prospect researchers and the ability to apply those resources in an organized and purposeful manner. Experience with Wealth Screenings using ResearchPoint, DonorSearch, or other wealth screening tools. Raiser's Edge experience or other fundraising software. Familiarity with the demands of Prospect Research and reporting during a capital campaign. Analytical skills with proven ability to perform complex analyses using data mining techniques to identify philanthropic patterns and tendencies in the constituent database.
Key Responsibilities:
Direct the planning and enhancement of a comprehensive program for prospect management and moves management along the entire giving continuum that creates a pipeline of donor gifts from annual, leadership, major, planned, and principal giving.
Develop prospect portfolios for each Director of Development (DoD) aligned with assigned unit, region, and/or campaign fundraising responsibilities, emphasizing discovery, qualification, cultivation, solicitation, and stewardship pipeline needs.
Lead the management of the prospect and donor pipeline, developing strategies for growth, and assessment of prospect readiness for campaign planning that aligns with WesternU's current and long-range fundraising and campaign goals.
Work with Advancement Information Services (AIS) to develop reports and dashboards necessary for individual gift officers and supervisors to track activity and ensure optimal portfolio and prospect pool management.
Establish an advanced research strategy for data collection and analysis, utilizing technology and tools internally and externally to identify and flag key potential prospects.
Oversee the creation and utilization of prospect and proposal tracking information. Establish and enforce data-driven measures to assess individual gift officer and team progress towards fundraising goals and other metrics.
Lead training sessions educating gift officers on key strategies for qualification and portfolio development.
Develop strong relationships with DoD's and other fundraisers to provide regular consultation, strengthen and review prospect portfolios, and ensure appropriate number of prospects are assigned to support fundraising priorities.
Meet regularly with the AVP to review management reports and analyses, discuss progress toward division, department, and individual goals, and to anticipate future prospect needs.
Contribute to high-level strategic discussions relating to campaign goals, prospects, portfolios, and pipeline by providing analyses, reports and other input for decision making.
Lead the Prospect Research Associate by utilizing and achieving SMART goals for the department and staff, and developing staff members' skill sets through mentoring, coaching and training.
Develop and implement policies and standards for donor/prospect research projects to ensure data collection conforms to ethical principles, confidentiality requirements, FERPA regulations and public information laws.
Train division employees on prospect management policies and data entry requirements.
Effectively and proactively communicate with colleagues and university leadership verbally, in writing, or through a variety of presentations.
Serve as the principal authority on prospect research profiles and philanthropic trends.
Participate in professional associations such as APRA, AHP and/or CASE to increase knowledge and skills and to stay abreast of industry trends and concerns; train staff in research methodology and most efficient means to utilize resources.
Other duties as assigned.
Work Schedule:

This is a full-time, exempt-level position. The regular hours are Monday – Friday, 8 am – 5 pm. Availability for occasional evening and weekend work.
We believe in making an impact in the lives of our employees, personally, and professionally. Every employee has different individual and/or family needs. We offer benefits that are both comprehensive and flexible to address your unique needs. We believe work-life harmony is positive and achievable.
We offer competitive salaries, generous paid time off, insurance plans, reimbursements, and retirement benefits. Additionally, our faculty, staff, and administrators are 100% focused on student success. Our University culture creates the context for a nurturing and supportive environment. Faculty, staff, and students can expect to make deep, personal relationships within the University community. As a Faculty, Staff, or Student at WesternU, you can focus on work that you love, be your authentic self, and lead to the future with innovation in health sciences. WesternU's core value of humanism encourages all to bring their whole self in all that they do. We are committed to fostering a culture of respect, equity, collaboration, and fun at all levels for all people!
Expected Pay Scale:
Minimum: $115,000.00
Maximum: $125,000.00
Physical Demands

Do the essential functions of this job require lifting? Yes
The physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently required to sit, use hands, and talk or hear. The employee is regularly required to stand, walk, and reach with hands and arms. The employee is occasionally required to climb or stoop. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance, and color vision.
Describe Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties are normally performed in a typical open office setting. The employee is exposed to some moving mechanical parts. The noise level in this setting is usually moderate when using various office machines or light office traffic.
Posting Information:
Posting Number:

A00738
Posting Date:

08/30/2024
Close Date:

Open Until Filled
Conditions of Employment - Background Check:

To secure employment, successful fulfillment of a background check, including a criminal records check, may be required. Western University of Health Sciences will extend a conditional offer of employment, subject to rescission if the background check unveils disqualifying information or if it is found that the candidate deliberately withheld or misrepresented information. Non-completion of the background check to satisfaction may impact the ongoing employment of a current Western University of Health Sciences employee who received a conditional offer for the position.
Pay Transparency Act:

Western University of Health Sciences is required to provide a reasonable estimate of the compensation range for this role. This range considers various factors in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The Expected Pay Scale is defined as the budgeted salary or hourly range that the University reasonably expects to pay for this position. Placement within the Expected Pay Scale is determined by internal equity and relevant qualifications.
Equal Opportunity Statement (EEO):

It is the policy of Western University to provide equal employment opportunity to all employees and applicants for employment as required by law without regard to age, race, color, national origin ancestry, citizenship, ethnicity, creed, religion or religious creed, sex or gender (including gender identity), marital status, sexual orientation, disability (both physical and mental) including HIV and AIDS, medical condition (cancer and genetic characteristics), pregnancy (which includes childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), age, genetic information, military and veteran status, or any other applicable protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within WesternU including without limitation, hiring, recruiting, promotion, termination, layoffs, leave of absence, compensation, benefits, and training. WesternU makes hiring decisions based solely on qualifications, merits, and business needs at the time.
Required Documents:
Resume
Optional Documents:
Cover Letter
Letter of Recommendation #1
Letter of Recommendation #2
Letter of Recommendation #3
Additional Applicant Document
Supplemental Questions

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