Prospect Research and Stewardship Manager, New Markets
This leader believes that solutions to complex social problems are possible when Kansas Citians are united for transformative change. Reporting to the Vice President of New Markets, the Prospect Research Manager is part of the Philanthropy team and is responsible for prospect research, prospect management, major gift and new market stewardship, strategic planning and market research, to support effective Individual Giving and New Market fundraising for United Way of Greater Kansas City (UWGKC).
The Prospect Research Manager provides prospect research and strategic stewardship support for effective fund-raising at the major gifts ($10k+) and principal gifts ($1M+) levels. This individual works regularly with various staff to ensure proper moves management of the prospect pipeline at the major and principal gifts level, and provides strategic and collaborative advice for advancing fundraising and ensuring a mutually-rewarding relationship between UWGKC and its individual and company donors
Position Duties & Responsibilities
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
- Using best practices in the field creates and implements a prospect research and stewardship strategy and plan; develops policies and procedures regarding prospect research and prospect management.
- Analyzes and synthesizes accumulated financial, philanthropic and affinity data on individuals, corporations and private foundations to assess prospects, giving capability, philanthropic interests, corporate social responsibility goals and appropriate potential solicitors.
- Thinks critically and analytically in order to initiate and perform complex analyses to provide strategic planning support to increase the effectiveness of the Individual Giving and New Market teams.
- Devises and uses consistent, accurate and appropriate information sharing mechanism for stewarding donors and prospects.
- Supports the stewardship responsibilities of the Individual Giving staff by assisting them in establishing and coordinating individualized stewardship plans for their assigned donors.
- Responds in a timely manner to inquiries about prospects utilizing paid subscriptions and standard public information sources through advanced searching techniques.
- Reviews daily media and other alerts and publication on key prospects, companies and high-level personnel changes, populates database with current information on prospect careers, financial assets, interests, relationships, affiliations and potential for philanthropic support and shares more urgent information with the Philanthropy team directly and immediately.
- Analyzes individual wealth indicators, including salary, stock, real estate, donor advised funds and other assets to determine overall financial capacity and solicitation potential including interpreting liquidity events and their relevance to solicitations and timing.
- Manages data cleanup including identifying and merging duplicate records, identifying active record of deceased individuals and identifying and linking spouse records.
- Participates in portfolio and prospect review meetings for the Individual Giving and New Market teams; prepare for and support meetings, compose written communications that highlight key areas of prospect information and provides insight into donor moves-management strategy sessions.
- Working with the Senior Vice President for Individual Giving and the Vice President for New Markets, assists in developing metrics to determine and report departmental success.
- Is aware of company activities and priorities and has the ability to suggest opportunities for beneficial prospect involvement.
- Tracks research activity for internal prospect research metrics and manages subscriptions and memberships for relevant resources.
- Other duties as assigned.
Annual Goals: Achieve established goal. Work with other members of the UWGKC team to ensure goals reflect, align with and contribute to the broader goals of the organization.
Flexibility: UWGKC is evolving with our changing external environment. Flexibility is a key attribute for this position. A willingness to take on additional duties to ensure the success of the team is essential.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and be physically present in the office. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Proven ability to deal with confidential matters with tact and sensitivity
- Skills in managing multiple high priorities, individually and for a team, with great attention to detail and execution
- 3 years in research, tracking or data analysis, with two or more years of direct higher education or non-profit experience
- Familiarity with industry-standard sources of data
- Demonstrated ability to contribute to strategic discussions, connect the science of research with the art of relationship building
- Excellent interpersonal skills; comfort and experience communicating with individuals from diverse backgrounds by phone, email and in person
- Strong sense of intellectual curiosity and critical thinking
- Solid knowledge of MS Office Suite and familiarity with CRM databases and wealth screening software
- Demonstrated ability to lead within a team and promote partnerships while working independently, setting priorities, juggling tasks as needed and completing projects within specified timeframes amidst a face paced work environment
- Excellent written communication skills to prepare detailed, analytical profiles for use by institution leadership
- Strong analytical and intuitive thinking in a fast-paced environment is important
- Demonstrate the ability to practice and adhere to organizational values
Education and/or Experience
Bachelor’s Degree Required
Must have excellent written and verbal communication skills, a strong reputation for integrity and professionalism, demonstrated intellectual curiosity, ability to resolve conflict constructively, strong performance management and evaluation capabilities including the willingness and ability to ensure accountability, ability to build strong relationship both inside and outside UWGKC ability to think strategically, commitment to fostering an inclusive environment consistent with UWGKC’s commitment to diversity and inclusion. Must have the ability to prepare, explain, and monitor performance, manage a diverse group of donors and volunteers, manage projects and workload, and engage constructively with the other members of the UWGKC team.
- Character: This leader follows the standards of behavior; displays honesty and integrity in every action and decision; is driven to achieve; is reflective and seeks authentic feedback; and is known as a continuous learner.
- Team Skills: This leader is a good listener; includes and engages others; is an effective facilitator; brings the “right” stakeholders into decisions and actions; and resolves conflicts respectfully.
- Functional Skills: This leader follows organizational policies and standards; has effective technology skills; demonstrates effective business acumen; is mindful and effectively leverages resources; has a key metrics focus in decisions; and is astute about how to improve outcomes.
- Interpersonal Skills: This leader has effective verbal and written skills; practices a consultative approach, develops and mentors staff; is willing and able to have crucial performance conversations; and influences and inspires others.
- Leading Change: This leader aligns his or her work to the strategies of UWGKC; understands external trends and prepares the organization accordingly; is seen as a change champion; is innovative; and is seen as a thought leader in his or her respective functional scope of work.