MAJOR AND PRINCIPAL GIVING PORTFOLIO MANAGER

CARE; New York (NY); Remote; USD 97,000 - 113,000; Full time

Benefits offered by this job

Remote work option

Job summary

CARE is seeking a strategic Major and Principal Giving Portfolio Manager in New York to strengthen our major giving program. You will partner with Prospect Research to identify high-net-worth prospects, build data-driven portfolios, and empower fundraisers with insights and tools to grow donor pipelines.

You will lead research, wealth screening, and rating efforts, while developing dashboards and monthly leadership analyses to drive performance. Remote options support flexible work arrangements.

Qualifications

• Bachelor's degree; advanced degree preferred.
• 4 years of relevant experience in prospect research, moves management, or development analytics.
• Proficient with fundraising CRMs (e.g. Salesforce, Raiser's Edge, Blackbaud), research tools (WealthEngine, iWave, LexisNexis), and data visualization platforms (Power BI, Tableau).
• Strong analytical skills (wealth modeling, capacity ratings), with attention to detail and ability to synthesize large datasets into insights.
• Excellent communication skills—able to deliver research briefs, training, and presentations to diverse audiences.

Responsibilities

• Lead regular portfolio review sessions with Major and Principal Gift fundraisers, preparing data-driven briefs and facilitating strategy discussions on channel assignment, engagement tactics, and pipeline progression.
• Maintain and refine moves-management workflows, ensuring accurate tracking of donor interactions, solicitations, and outcomes.
• Research and write donor/prospect bios and do basic wealth screens using external databases and internal systems.
• Assist fundraisers in requesting and preparing comprehensive philanthropic and wealth research on individuals using tools/expertise provided by Prospect Research team; prepare reports and summaries.
• Generate and manage ratings (capacity, inclination) to qualify and prioritize prospects.
• Proactively support identifying new high-potential prospects via screening, network analysis, and external lists.
• Stay informed on high-net-worth giving trends, research tools, and philanthropic strategies.
• Develop dashboards and reports to monitor portfolio health, fundraising performance, and KPI achievement.
• Prepare and present monthly analysis to leadership, offering strategic insights and recommending pivots based on donor trends and performance data.
• Lead post-event prospect review processes for key donor events such as the Impact Awards, including follow-up strategies and reassignment recommendations.

Skills

Analytical skills

Communication skills

Education

Bachelor's degree

Advanced degree preferred

Tools

Salesforce

Raiser's Edge

Blackbaud

WealthEngine

iWave

LexisNexis

Power BI

Tableau

Job description

Work Location : US - New York, NY Type of Post : Not Applicable Other Possible Location : Remote Work Location Funding : APPROVED Expected Travel : up to 10% Type of Contract : Language Requirement : English Application Deadline : Employee Duration : Full-Time

Pay Range Details

$97,300.73 - $113,112.11 Annually

• Starting salaries are based on various factors, including candidate experience, education, knowledge, skills, and the cost of labor where the job is based. Salaries listed only apply to jobs based in the US.

Who We Are

As a global leader, CARE is shaping the future of the humanitarian and development sector. Each year, we deliver support and services to millions of people globally. We do this by focusing on our mission and vision, and the values of equality and excellence that guide our organization. We seek dedicated individuals who align with our mission and are passionate about making it a reality by collaborating with others, embracing learning and innovation, and delivering results.

What We Are Looking For

At CARE, we value diversely talented people who can bring different experiences and perspectives to our organization. We know that not all applicants will have every skill and qualification. We encourage everyone who meets the minimum required qualifications to apply. Having one or more of the preferred qualifications will strengthen an application. But, even if you are earlier in your career or followed a non-traditional educational or professional path, we hope you will consider a career at CARE.

Job Title:

MAJOR AND PRINCIPAL GIVING PORTFOLIO MANAGER

Job Location(s):

US - New York, NY

Job Summary

CARE is seeking a strategic, data-driven fundraising professional to join our team as Major and Principal Giving Portfolio Manager. This role is critical to powering CARE's mission by equipping our Major and Principal Giving team with the insights, systems, and strategies needed to grow our philanthropic revenue.

As Manager, you will work with Prospect Research team to identify and qualify high-net-worth prospects so that you can optimize fundraising portfolios and enhance donor pipeline management. You’ll apply industry best practices in research and prospect management to inform strategy, track performance, and support relationship managers in building meaningful, long-term donor partnerships.

Reporting to the Senior Manager, Research & Portfolio Management, you will serve as a strategic partner to fundraisers to ensure alignment with CARE's Operational processes and policies.

This is a unique opportunity to shape a growing program at one of the world’s most respected humanitarian organizations, as we work to unlock transformational support for CARE's global mission.

Responsibilities

Prospect Management & Portfolio Optimization

• Lead regular portfolio review sessions with Major and Principal Gift fundraisers, preparing data-driven briefs and facilitating strategy discussions on channel assignment, engagement tactics, and pipeline progression.
• Maintain and refine moves-management workflows, ensuring accurate tracking of donor interactions, solicitations, and outcomes.

Prospect Research & Identification

• Research and write donor/prospect bios and do basic wealth screens using external databases and internal systems.
• Assist fundraisers in requesting and preparing comprehensive philanthropic and wealth research on individuals using tools/expertise provided by Prospect Research team; prepare reports and/or summaries using data received.
• Generate and manage ratings (capacity, inclination) to qualify and prioritize prospects.
• Proactively support with identifying new high-potential prospects via screening, network analysis, and external lists.
• Stay informed on high-net-worth giving trends, research tools, and philanthropic strategies.

Data & Reporting

• Develop dashboards and reports to monitor portfolio health, fundraising performance, and KPI achievement.
• Prepare and present monthly analysis to leadership, offering strategic insights and recommending pivots based on donor trends and performance data.

Special Projects

• Lead post-event prospect review processes for key donor events such as the Impact Awards, including follow-up strategies and reassignment recommendations.
• Support special projects as needed.

Required Qualifications

• Bachelor's degree; advanced degree preferred.

4 years of relevant experience in prospect research, moves management, or development analytics

• Proficient with fundraising CRMs (e.g. Salesforce, Raiser's Edge, Blackbaud), research tools (WealthEngine, iWave, LexisNexis), and data visualization platforms (Power BI, Tableau).
• Strong analytical skills (wealth modeling, capacity ratings), with attention to detail and ability to synthesize large datasets into insights.
• Excellent communication skills—able to deliver research briefs, training, and presentations to diverse audiences.

Preferred Qualifications

• Salesforce experience
• Anthropic/Claude

CARE is an Equal Opportunity employer. We provide equal employment opportunities to all employees and qualified applicants for employment without regard to race, color, sex, religion, ancestry, national origin, age, disability, marital status, or veteran status, or any other characteristics protected under applicable law.

Starting salaries are based on internal equity, candidate experience, and the cost of labor where the job is based. Salaries listed only apply to jobs based in the US.