Human Resources Employment Opportunities

Director of Prospect Management and Research

Apply now Job no: 516217
Position Type: Staff Full Time
Campus: UMass Boston
Department: VC-University Advancement
Pay Grade: 33
Date opened: Eastern Daylight Time
Applications close: Eastern Standard Time

UMass Boston 

As Greater Boston’s only public research university and the most diverse university in New England, the University of Massachusetts Boston is a springboard to a more prosperous future for its 16,000 students; a gateway to intellectual, practical, and artistic discovery in all branches of knowledge; and the primary lever for higher education equity in Massachusetts. This summer, the UMass Boston community is finalizing a strategic plan that will take our university to new levels of impact in public-serving education and research.

University Advancement 

Over the next ten years and beyond, we on the UMass Boston University Advancement team will partner with philanthropic individuals and organizations to bring this strategic vision—and its impacts on our community and world—to life. Our fundraising organization is composed of 32 colleagues, and we are growing in both size and impact. Over the past four years, since a major office reorganization, University Advancement has doubled philanthropic giving to UMass Boston, raised more seven- and eight-plus-figure gifts than it had over the previous 50 years, and quintupled new endowments, increasing the university’s total endowment by 50 percent. Today we seek an experienced prospect management and research professional to help our dynamic, mission-minded development team inspire prospective donors to invest in the success of UMass Boston’s students and faculty.

General Summary: 

Under the direction of the Assistant Vice Chancellor, Prospect Management and Research, the Director of Prospect Management and Research will assist with planning, implementing, and directing a comprehensive prospect development and management program. The incumbent will assist in managing the revised prospect rating and inclination system, as well as creating a comprehensive moves management strategy with associated protocols. They will also collaborate with the Vice Chancellor for University Advancement, as well as the Senior Director of Prospect Management and Research, Associate Vice Chancellor for Principal and Leadership Gifts, the Associate Vice Chancellor of Corporate and Foundation Relations, Assistant Vice Chancellor for Alumni Engagement, and other key fundraisers and contact officers, and will oversee the assignment of prospective donors to the portfolios of all giving officers.  The Director of Prospect Management and Research reports to the Assistant Vice Chancellor, Prospect Management and Research, and will implement best practices in support of a sophisticated, state-of-the-art prospect research and management department.

Examples of Duties: 

  • Work with the Vice Chancellor, Associate & Assistant Vice Chancellors, Senior Leadership Gift Officers, Leadership Gift Officers, and Directors of Development to help prioritize portfolios and move prospects through the solicitation pipeline;
  • Assist in the design, implementation, and maintenance of the prospect management system in order to identify, evaluate, categorize, and report on the progress of major gift prospects;
  • Assist in the planning, coordination, and execution of principal and leadership gift level approaches to key individuals, corporations, foundations, and other organizations;
  • Research biographical and financial data on previously-identified individuals and discover new prospects using state-of-the-art web-based research resources;
  • Write tailored briefings and comprehensive profiles for prospect visits carried out by the Chancellor and all other lead contact officers;
  • Ensure all biographical (family, employment, address and telephone append/updates) and prospect tracking information for our constituents (alumni, parents, friends, corporations, foundations, and other organizations) is recorded in the database in a timely, consistent, and reportable format;
  • Assist the Assistant Vice Chancellor and Senior Director of Prospect Management and Research in the design, development, implementation, and coordination of the methodologies for prospect management and criteria for analysis and review, procedures for written materials, and systems for distribution and retrieval, as well as prospect pool analysis and data analytics;
  • Work with the Vice Chancellor and the Associate Vice Chancellor of Principal and Leadership Gifts in designing and implementing a planned giving strategy based on an individual’s age and wealth and create customized funding proposals, gift scenarios, and agreements, involving cash, securities, endowments, and other planned and major gift vehicles;
  • Proactively identify prospects through daily review of daily donors reports and news alerts, share relevant information with colleagues, and update constituent records.
  • Perform other duties as assigned. 

Qualifications: 

Bachelor’s Degree and a minimum of five-seven (5-7) years of direct experience in development research or prospect management, of which includes a minimum of three (3) years at a supervisory level, is required.  Extensive knowledge of modern development research techniques, reference materials, and research periodicals is required.  Fluency in on-line databases, such as Capital IQ; Dun & Bradstreet; Intelligize; iWave; Lexis-Nexis, Pratt’s Stats and Biz Comps; Relationship Science; Wealth Engine; and, Wealth-X, is required. Ability to travel, both local and out-of-state for professional development is expected.  Ability to work evenings and/or weekends, as required. 

Preferred Qualifications:

  • Master’s Degree preferred
  • Extensive experience using an Advancement module preferred

Knowledge, Skills and Abilities:

  • In-depth knowledge and complete fluency with cutting-edge research software and online resources;
  • Ability to train and mentor a team in order to accurately craft fulsome prospect profiles;
  • Ability to quickly analyze and synthesize information in a fast-paced office in order to meet deadlines while working, at times, under severe time constraints;
  • Knowledge of Planned Giving and the ability to determine which assets suggest appropriate planned giving vehicles;
  • Strong oral and written communication skills;
  • Strong attention to detail;
  • Strong interpersonal and problem solving skills;
  • Strong commitment to collegiality.

Application Instructions: 

Please apply online with your resume, cover letter and list of three professional references.

Review of candidates will begin following the application closing date. 

Only Internal candidates in the Professional Staff Bargaining Unit will be considered during the first 10 business days of the posting.  All other candidates will be considered after that period. 

Salary Ranges for the appropriate Pay Grade can be found at the following link: 

Grade:33

Salary Ranges

This is an exempt union position.

All official salary offers must be approved by Human Resources.

UMass Boston requires all employees to be vaccinated against COVID-19 and to confirm proof of their vaccination status. Exemptions from the vaccine requirement will be permitted only for qualifying religious or medical reasons. Regardless of vaccination status, you must wear a face covering in public indoor spaces on campus.

Applications close: Eastern Standard Time

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All official salary offers must be approved by Human Resources.

The University of Massachusetts Boston provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, genetic information, pregnancy or a pregnancy-related condition, or membership in any other legally protected class. The University of Massachusetts Boston complies with all applicable federal, state and local laws governing nondiscrimination in employment in every location in which the university operates. This policy applies to all terms and conditions of employment.

UMass Boston normally does not provide H-1B visa sponsorship for non-academic positions.

The University of Massachusetts Boston is committed to providing a safe and secure environment that is supported by qualified employees for all of its students, faculty and staff to carry out the University's teaching, research and public service missions. As a condition of employment, the University will conduct appropriate background check reviews. For more information, please see the University of Massachusetts Boston campus policy and procedures for employee background reviews.

UMass Boston requires all employees to be vaccinated and to confirm proof of their vaccination status. Exemptions from the vaccine requirement will be permitted only for qualifying religious or medical reasons. Regardless of vaccination status, you must wear a face covering in public indoor spaces on campus.

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