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Director of Portfolio Management – Advancement and Alumni Engagement
Emory UniversityDirector of Portfolio Management overseeing strategic initiatives for Advancement and Alumni Engagement at Emory University. Managing prospect development, fundraising efforts, and guiding best practices with a dedicated team.
About the role
Key responsibilities & impact- Oversees and implements strategic prospect and portfolio management initiatives.
- Assists leadership in developing the framework of a principal gift portfolio management program.
- Implements a research-driven prospect management and tracking program.
- Conducts regular portfolio meetings with fundraisers.
- Creates and interprets reports for leadership to ensure timely delivery of principal gift fundraising activity.
- Develops processes to evaluate principal gift officer portfolios.
- Provides leadership and guidance related to best practices for prospect development and relationship management.
- Synthesizes and analyzes prospect data, conducts audits, and monitors data integrity.
- May manage, train, coach, and mentor staff and provide opportunities for professional development.
Requirements
What you’ll need- Bachelor's degree and six years of experience in prospect development, advancement services, or a related field.
- Extensive experience managing a dynamic prospect and portfolio management program.
- Advanced knowledge and experience with data visualization software and CRM systems.
- Strong interpersonal and problem-solving skills with attention to detail.
- Strong organizational, written, and verbal communication skills.
- Experience leading and developing staff, working independently as well as collaboratively.
- High level of professionalism and commitment to confidentiality with sound judgment and discretion.
Benefits
Comp & perks- This position requires coming in person two days a week.
- Opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs.
- Professional development opportunities.