Associate Director Prospect Management

University of Texas Southwestern Medical Center•Dallas, TX

71d

About The Position

The Associate Director of Prospect Management serves as a strategic partner to gift officers, focusing primarily on portfolio management, prospect tracking, and cultivation strategy. Working collaboratively with the Director of Prospect Development and the Prospect Research Analyst, this role manages prospect portfolios (80%) and provides targeted research support (20%). Key responsibilities include managing gift officer prospect portfolios, tracking cultivation activity through moves management, partnering with development officers on prospect strategy and pipeline development, conducting targeted prospect research to support cultivation and solicitation efforts, maintaining data integrity, generating portfolio analytics, and supporting proactive prospect identification initiatives. Reporting to the Director of Prospect Development, the Associate Director works cross-functionally with gift officers to advance prospects through the donor lifecycle. The ideal candidate is a detail-oriented team player with strong organizational and relationship-building skills, experience in portfolio management or fundraising operations, familiarity with prospect management systems, and customer service excellence. At least 3-5 years of hands-on portfolio management or prospect research is strongly preferred.

Requirements

Bachelor's Degree in related field
5 years of related experience, and a demonstrated ability to develop, plan, implement and evaluate research strategies and integrate them into fundraising initiatives

Nice To Haves

Experience working within a CRM, preferably Salesforce or Raiser's Edge, and Microsoft 365
Proficiency in using prospect research tools and databases
Knowledge of APRA principles and practices, with a preference for current or past APRA membership
Experience working with frontline fundraising officers
Advanced research and online search techniques

Responsibilities

Assess, develop and implement standard policies, processes and systems to assist front-line fundraising efforts to identify, qualify, cultivate, solicit and steward individual, corporate and foundation donors.
Identify and qualify new prospects that have the capacity to provide philanthropic support at the major gift level.
Create and maintain a prospect management program to effectively track/monitor prospects through the successive stages of the gift pipeline.
Conduct basic to complex research and analysis of current donors and prospects and successfully articulate biographical, financial and other relevant information into a comprehensive research profile to be used by University leadership and Development staff.
Work collaboratively with senior leadership and gift officers to assist them in developing specific cultivation and solicitation strategies for donors and prospects.
Create concise and useful reports and tools to be utilized by the Development team to successfully measure actions, moves, and outcomes related to current donors and assigned prospects.
Perform other duties as assigned.