Associate Director, Prospect Management and Research
About The Position
The Associate Director, Prospect Management and Research is a strategic partner to front-line fundraising staff, providing prospect research support, managing prospect portfolios, tracking prospect activity, and collaborating on prospect strategies. Reporting to the Senior Director, Prospect Management and Research, the Associate Director works proactively to expand the pool of potential prospects and responds promptly to research requests from fundraising staff. The role requires creative thinking, curiosity, focus, and persistence in pursuing information. The Associate Director interprets complex documents, including corporate proxy statements and insider stock filings, and exercises professionalism and discretion when handling confidential information. The position is part of the Mass General Brigham Development Office, which supports philanthropy for patient care, research, education, and facilities. The role is hybrid, with 40 scheduled weekly hours and a day shift.
Requirements
- Bachelor’s degree.
- 5–7 years of related, transferable experience.
- Familiarity with a broad range of research techniques, including print-based and online research, electronic database searches, interviewing, and other appropriate sources and methods.
- Strong interpersonal skills.
- Excellent customer service skills, with an emphasis on relationship building.
- Tact, discretion, diplomacy, and the ability to handle confidential information sensitively.
- Ability to work with frontline fundraising officers in a team-oriented approach.
- Ability to work independently and as part of a team.
- Honesty and trustworthiness, an even disposition, and the ability to interact effectively, politely, and efficiently with people from all backgrounds.
- Ability to manage multiple clients, prioritize, and meet frequent deadlines.
- Excellent written and verbal communication skills, including strong editing, spelling, and grammar skills, and the ability to communicate effectively and efficiently with co-workers.
- Ability to anticipate needs and show initiative in managing and promoting new projects.
- Ability to interpret complex documents, including corporate proxy statements and insider stock filings.
Nice To Haves
- A sense of curiosity and enthusiasm toward learning.
Responsibilities
- Conduct research on individuals, corporations, and foundations using a wide range of prospect research resources, and prepare confidential biographical and financial profiles for development staff, senior management, trustee leadership, and key volunteers.
- Analyze research requests to determine the appropriate level of detail.
- Rate the giving capacity of individual prospects.
- Support the research needs of assigned fundraisers, fundraising teams, and initiatives.
- Help proactively identify major and principal gift prospects, assessing their capacity and connections to Mass General Brigham.
- Help frontline fundraising staff prioritize prospect portfolios and encourage timely review and assignment of newly identified prospects through recurring one-on-one portfolio review meetings and collaborative prospect strategy.
- Facilitate prospect assignments to portfolios, create portfolios for new staff, and reassign portfolios for departing staff.
- Maintain accurate, up-to-date information on prospects and donors.
- Track and disseminate news and information about top donors and prospects.
- Work with the Senior Director on process improvement initiatives for the Research team and the Development Office.
- Lead prospect management and/or research initiatives on behalf of the team as needed.
- Participate proactively in professional development opportunities.
- Prepare and regularly update progress reports.
- Contribute to positive office morale, including during high-volume and challenging periods.
- Take on other office-wide duties at the request of Development leadership.
Benefits
- Excellent benefits and comprehensive benefits package.
- Competitive salaries and base pay.
- Hybrid flexible work schedule.
- Career advancement opportunities.
- Differentials, premiums, and bonuses as applicable.
- Recognition programs designed to celebrate contributions and support professional growth.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
