Title:  Senior Director, Prospect Research and Management

Summary

Reporting to the Executive Director of Philanthropic Operations, the Senior Director of Prospect Research and Management (PRM) provides expertise and leadership to the front-line fundraising teams (Major Gift, Mid-Level Giving, Foundation Relations, Annual Giving, and Planned Giving) by organizing portfolios, tracking proposals and developing cultivation strategies. This position supports the Office of Advancement and Alumni Affairs in fundraising efforts by developing customized information and analysis that contributes to building and maintaining donor relationships and strengthening donor connections. In addition, this position helps develop the structure and procedures to support those relationships and identifies and implements tools for analytics, predictive modeling, metrics, and other reporting activities.

The Office of Advancement and Alumni Affairs serves the mission of Baylor College of Medicine, the No. 1-ranked medical school in Texas for research and primary care, the largest recipient in Texas of National Institutes of Health research funding and home to the No. 1-ranked genetics department in the U.S.  As part of the OAAA team, you will inspire donors and Baylor alumni to give through a variety of ways to advance the College's priorities across four mission areas: healthcare, education, research and community.  
  

OAAA activities encompass fund development - at all levels up to major gifts - alumni relations, philanthropic communications, corporate relations and volunteer programs. You'll also play a mission-critical role in Baylor's quest to power the future of health, from helping secure funding for cutting-edge cancer research to obtaining scholarships for aspiring physicians, health professionals and scientists. Our success depends on attracting, promoting and retaining top-notch talent like you.   
  

OAAA is committed to Baylor's values of respect, integrity, creativity, teamwork and excellence. We strive to maintain a welcoming and supportive environment where you can apply and grow your talents and skills in support of our vision of improving health through science, scholarship and innovation. To go far, we must go together. Consider joining Baylor College of Medicine and its 120-year legacy of caring for Houston, the state of Texas and the world.

This position is eligible to work in a hybrid work arrangement.  Onsite days: Tuesday/Thursday within the Greater Houston, TX area.

Internal title:  Senior Manager, Constituent Strategies; working title:  Senior Director, Prospect Research and Management

Job Duties

• Works closely with senior management to assign prospects to gift officer portfolios and monitor related qualification, cultivation, and solicitation activities.
• Develops and implements methods for identifying new potential prospects for relevant areas of responsibility for development officers.
• Designs and develops reports using research and screening tools on prospect constituencies. Disseminates prospect news and rating information effectively.
• Participates in planning meetings, strategy development, and prospect qualification meetings.
• Provides vision and oversight as well as guidance and tracking for all front-line fundraising teams.
• Keeps leadership informed on the progress and effectiveness of fundraising efforts in comparison to metrics and goals.
• Assists in administrating and monitoring annual work plans and goals across departments.
• Devises and manages a comprehensive Moves Management program, including but not limited to predictive modeling, wealth screening, data mining, and benchmarking, gift officer productivity metrics, portfolio audit/balancing, pipeline management, and other methodologies.
• Develops and produces analyses and reports on ongoing fundraising history and current performance, prospect pool status, pipeline forecast reporting, list generation, and other business intelligence used to inform the strategic management of fundraising operations campus-wide.

Minimum Qualifications

• Bachelor's degree.
• Five years of relevant experience.

Preferred Qualifications and Skills

• Master’s degree.
• Minimum of 7 years of direct experience in prospect research in higher education, healthcare, or non-profit.
• Requires a deep understanding of the fundraising process from acquisition through the pipeline to a major gift, and into stewardship.
• Should also be familiar with computer systems for fundraising functions: Blackbaud CRM and MS Office Suite with an emphasis on Excel.
• Requires deep knowledge of wealth screening tools: Wealth-X, WealthEngine, ResearchPoint, LexisNexis, etc.
• Experience with full-time management of staff, preferably in the prospect management area.
• Demonstrated knowledge and expertise in prospect management, with specific experience in research techniques, prospect management strategies, process analysis, and business analytics including expertise in modeling and data analysis.
• Proficiency in the establishment and administration of relationship management: experience shaping and implementing the policies for tracking, coding, and reporting on data sets that measurably enhance the performance of fundraising efforts.
• Ability to communicate across all fundraising teams and with all levels of staff, including top leadership.