Associate Director, Wharton Fund - Wharton External Affairs

University of Pennsylvania•Philadelphia, PA

About The Position

Founded in 1881 as the world’s first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With campuses in both Philadelphia and San Francisco, Wharton has over 850 staff, a faculty population of more than 235 renowned professors, and 5,000 undergraduate, MBA, executive MBA, and doctoral students. Each year 13,000 professionals from around the world advance their careers through Wharton Executive Education’s individual, company-customized, and online programs. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. Wharton is home to a dynamic community of staff, bringing a wide range of skills, experiences, and perspectives. To learn more, visit www.wharton.upenn.edu. The Associate Director of the Wharton Fund is responsible for the fundraising and engagement of Wharton School graduate alumni in assigned alumni and reunion classes. Frequent travel is expected to visit assigned alumni, as the position is a key fundraiser for that alumni population. The position will contribute to achieving annual Wharton Fund cash and participation goals. The successful candidate will be responsible for managing alumni and reunion volunteers who conduct peer-to-peer solicitation among their classmates. The role also contributes to the development of the leadership annual giving pipeline by identifying, cultivating, and partnering with prospects with the capacity for $25,000+ commitments.

Requirements

Bachelor of Science and 3 to 5 years of experience or equivalent combination of education and experience is required.
Demonstrated ability to build and manage relationships with alumni, volunteers, and high-capacity donors, with a focus on engagement and long-term pipeline development.
Proven skill in frontline fundraising or sales, including the ability to confidently solicit gifts and meet or exceed performance goals.
Strong interpersonal and communication skills, with the ability to effectively engage diverse stakeholders, including senior-level and international alumni.
Excellent organizational and project management abilities, including managing multiple priorities, tracking progress toward goals, and using data to inform strategy.
Ability to work independently with sound judgment while collaborating effectively across teams, including partnership with Alumni Relations and development colleagues.
Experience working with CRM or fundraising databases (e.g., Salesforce, Blackbaud, or similar), including data entry, reporting, and prospect tracking.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook), with the ability to manage communications and analyze data.
Ability to analyze reports and donor data to inform outreach strategies and track progress toward fundraising goals.
Comfort using digital tools to support volunteer management, communications, and engagement efforts.

Responsibilities

Responsible for personally soliciting Wharton Fund prospects at the Benjamin Franklin Society level ($2,500+) as well as visiting 100-125 prospects/donors.
Manage a portfolio of leadership annual giving prospects while strategically collaborating with the Leadership Gift Officer on select prospects at $25,000+ commitment levels.
Work with Alumni Relations colleagues to recruit fundraising volunteers in three reunion years; manage those volunteers making sure they are trained and current in the use of the volunteer database; assign 10-20 classmates for these volunteers to solicit and oversee their progress; update the volunteers regularly regarding class progress towards goals, including identifying and elevating leadership giving prospects within reunion cohorts and leveraging volunteers to support cultivation strategies.
Achieve Wharton Fund cash and participation targets each fiscal year.
Analysis of reports in order to evaluate alumni giving patterns and to assess progress towards goals is a crucial part of this position, including identifying trends that inform leadership annual giving strategies and prospect prioritization.
Identify, qualify, and cultivate leadership annual giving prospects; partner with the Leadership Gift Officer to develop strategies for prospects capable of $25,000+ gifts, including coordinated cultivation, solicitation, and transition of donors to major gift portfolios.

Benefits

Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family’s health and welfare.
You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
Penn offers generous retirement plans to help you save for your future. Penn’s Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.
In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you’re newly hired, you won’t have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That’s why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
Penn provides an array of resources to help you advance yourself personally and professionally.
As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University’s libraries and athletic facilities, or visit our arboretum and art galleries. There’s always something going on at Penn, whether it’s a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you’re right in the middle of the excitement—and you and your family can enjoy many of these activities for free.
From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.