Portfolio Advisor, Prospect Development

ADP, Inc.; Tucson (AZ); Vor Ort; USD 54.000 - 59.000; Vollzeit

Zusammenfassung

The University of Arizona Foundation seeks a Portfolio Advisor to optimize donor portfolios and advise fundraising leadership. The role collaborates with development officers to identify, qualify, and move prospects through the donor pipeline.

Responsibilities include analytics-driven portfolio strategy, CRM-based performance reporting, and cross-team collaboration to improve fundraising outcomes and pipeline health.

Qualifikationen

• Bachelor's degree from an accredited institution or experiential equivalent.
• Experience with CRM systems and fundraising analytics.
• Proficiency with databases and reporting tools.
• Experience in higher education or nonprofit fundraising is a plus.

Aufgaben

• Serve as subject matter expert in portfolio optimization and donor pipeline development.
• Facilitate portfolio reviews with fundraisers and leadership to improve readiness.
• Manage and optimize assigned fundraiser portfolios through analysis and recommendations.
• Collaborate with major gift and advancement leadership to develop portfolio strategies.
• Conduct regular portfolio reviews and identify opportunities for advancement or reallocation.
• Monitor donor movement through the development cycle and recommend portfolio moves.

Kenntnisse

Portfolio management

CRM analytics

Donor engagement

Stakeholder collaboration

Strategic advising

Ausbildung

Bachelor's degree

Tools

Salesforce

Blackbaud CRM

Raiser's Edge NXT

Advanced reporting tools

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Prospect Development Full Time Tucson, AZ, US

Salary Range: $53,900.00 To $59,000.00 Annually

General Position Summary:

The Portfolio Advisor serves as a strategic partner to frontline fundraising staff, advancement leadership, and institutional stakeholders in maximizing philanthropic outcomes through sophisticated portfolio management, prospect strategy, and data-informed decision making. This position requires the ability to lead through influence and relationship building across organizational hierarchy. Reporting to the Director of Pipeline Strategy and Prospect Development or the Associate Director of Prospect Development Portfolio Advisor partners with Development Officers and Discovery Officers to provide expert portfolio guidance on prospect identification, qualification, assignment, and movement through the donor pipeline. The Portfolio Advisor exercises significant independent judgment and discretion in evaluating prospect portfolios, developing strategic recommendations, interpreting fundraising performance data, and advising fundraising leadership on portfolio management decisions that impact institutional fundraising outcomes.

This position leverages analytics, prospect research, and fundraising intelligence to optimize fundraiser portfolios, improve pipeline performance, and support the institution's fundraising priorities. The Portfolio Advisor acts as a trusted consultant to development officers and senior leaders, ensuring effective portfolio management.

Supervisory Responsibility

This position is not supervisory in nature.

Essential Functions/Major Responsibilities:

• Serves as the Foundation’s subject matter expert in portfolio optimization, donor pipeline development, and prospect management strategy
• Facilitates strategic portfolio reviews with development officers and managers and the associated discovery officers, helping identify actions that improve prospect management and fundraising readiness.
• Manage and optimize assigned fundraiser portfolios through proactive analysis, prospect assessment, and strategic recommendations.
• Partner with major gift officers, principal gift officers, and advancement fundraising leadership to develop comprehensive portfolio strategies.
• Conduct regular portfolio reviews, identifying opportunities for prospect advancement, reassignment, qualification, or disqualification.
• Monitor prospect movement through the development cycle and recommend portfolio moves to increase fundraising effectiveness.
• Ensure prospect assignments align with institutional priorities, fundraiser capacity, and donor engagement strategies.
• Promote effective use of CRM tools and portfolio management process through coaching, consultation, and training.
• Exercises independent judgment in assessing prospect readiness, portfolio effectiveness, and fundraising opportunities, and develops recommendations that influence fundraising strategy and resource allocation.

Prospect Strategy and Development:

• Identify, assess, and qualify prospective donors with significant philanthropic capacity and affinity.
• Collaborate with frontline fundraisers to record cultivation, solicitation, and stewardship plans for high-priority prospects.
• Serve as a subject matter expert on prospect lifecycle management and fundraising pipeline development.

Analytics and Performance Management:

• Analyze portfolio health and pipeline trends using CRM and business intelligencetools.
• Design, evaluate, and interpret portfolio performance reporting and dashboards to inform strategic fundraising decisions.
• Supports governance processes related to prospect assignment, portfolio standards, pipeline definitions, and donor movement criteria.
• Evaluate portfolio efficiency and recommend strategic portfolio adjustments to improve outcomes.
• Monitor portfolio and pipeline health using agreed-upon institutional metrics and provide corresponding insights to fundraisers and their managers.
• Deliver data-driven insights and presentations to advancementleadership.
• Interprets complex fundraising, constituent, and portfolio data to identify trends, risks, and opportunities and formulates strategic recommendations for advancement leadership.

Collaboration and Consultation:

• Influences fundraising outcomes through consultation, analysis, relationship-building, and adoption of prospect development leading practices.
• Serves as a trusted strategic advisor whose recommendations influence prospect strategy, portfolio assignments, fundraiser activity, and pipeline management decisions.
• Facilitate portfolio review meetings and strategic prospectdiscussions.
• Collaborate closely with research, analytics, campaign strategy, annual giving, stewardship, and advancement operations teams.
• Support institutional fundraising initiatives, campaigns, and leadership priorities through portfolio and prospect strategy expertise.
• Provide recommendations on prospect assignment policies, management practices, and data governance standards.
• Leads portfolio review discussions and facilitates consensus among multiple stakeholders regarding prospect strategy and portfolio management actions.
• This position operates with substantial independence and is responsible for analyzing complex information, developing strategic recommendations, prioritizing work activities, and exercising judgment in matters related to prospect development and portfoliostrategy. Recommendations made by this position directly influence fundraising priorities, prospect assignments, and portfolio management practices across the organization.

Operational Excellence:

• Establish and monitor standards for prospect and portfolio data quality to support strategic fundraising operations and decision-making.
• Ensure adherence to prospect management policies, ethical standards, and data integrity practices.
• Contribute to the development and enhancement of prospect development methodologies, processes, and best practices.
• Participate in strategic planning and continuous improvement initiatives within Advancement Services.

Knowledge, Skills, and Abilities:

• Commitment to working in a collaborative team environment with shared goals.
• Ability to work efficiently with a wide variety of individuals, including donors, PAE colleagues, deans, faculty and staff.
• Excellent communication and interpersonalskills.
• Ability to effectively communicate both verbally and written.
• Demonstrated commitment to exceptional customer service with the ability to translate the PAE guiding principles of donor-centricity and collaboration into work practices.
• Ability to recognize and handle highly confidential, sensitive or private health information in a discrete, professional manner in compliance with all state and federal regulations.
• Work with excellent organizational skills and attention to detail.
• Be able to work independently with the ability to prioritize multiple projects and meet strict deadlines for deliverables.
• Ability to anticipate and discern work priorities and meet deadlines with little supervision.
• Adept at problem-solving and using judgment in situations requiring initiative, tact, and confidentiality.
• An exceptional work ethic and track record of personal initiative required.
• Openness to new ideas and personal flexibility with the ability to adapt and succeed in a multi-task, fast-paced environment with changing processes and occasional ambiguity.
• Ability to inspire cooperation and participation.
• Proficiency in the use of personal computers and Microsoft Office software (Word, Excel, PowerPoint, and Outlook).
• Proficiency or ability to learn additional software is required to perform the essential duties of the position.
• Demonstrated ability to lead through influence, facilitate decision-making, and guide stakeholders toward effective portfolio management practices.

Minimum Qualifications:

• Bachelor's degree from an accredited institution or experientialequivalent.
• Proficiency with database work, CRMs and reporting tools, such as Salesforce, Blackbaud CRM, Raiser's Edge NXT, Advance, or similar platforms.
• Any equivalent combination of experience, training, and/or education approved by Human Resources.

General Position Summary:

The Portfolio Advisor serves as a strategic partner to frontline fundraising staff, advancement leadership, and institutional stakeholders in maximizing philanthropic outcomes through sophisticated portfolio management, prospect strategy, and data-informed decision making. This position requires the ability to lead through influence and relationship building across organizational hierarchy. Reporting to the Director of Pipeline Strategy and Prospect Development or the Associate Director of Prospect Development Portfolio Advisor partners with Development Officers and Discovery Officers to provide expert portfolio guidance on prospect identification, qualification, assignment, and movement through the donor pipeline. The Portfolio Advisor exercises significant independent judgment and discretion in evaluating prospect portfolios, developing strategic recommendations, interpreting fundraising performance data, and advising fundraising leadership on portfolio management decisions that impact institutional fundraising outcomes.

This position leverages analytics, prospect research, and fundraising intelligence to optimize fundraiser portfolios, improve pipeline performance, and support the institution's fundraising priorities. The Portfolio Advisor acts as a trusted consultant to development officers and senior leaders, ensuring effective portfolio management.

Supervisory Responsibility

This position is not supervisory in nature.

Essential Functions/Major Responsibilities:

Strategic Portfolio Management:

• Serves as the Foundation’s subject matter expert in portfolio optimization, donor pipeline development, and prospect management strategy
• Facilitates strategic portfolio reviews with development officers and managers and the associated discovery officers, helping identify actions that improve prospect management and fundraising readiness.
• Manage and optimize assigned fundraiser portfolios through proactive analysis, prospect assessment, and strategic recommendations.
• Partner with major gift officers, principal gift officers, and advancement fundraising leadership to develop comprehensive portfolio strategies.
• Conduct regular portfolio reviews, identifying opportunities for prospect advancement, reassignment, qualification, or disqualification.
• Monitor prospect movement through the development cycle and recommend portfolio moves to increase fundraising effectiveness.
• Ensure prospect assignments align with institutional priorities, fundraiser capacity, and donor engagement strategies.
• Promote effective use of CRM tools and portfolio management process through coaching, consultation, and training.
• Exercises independent judgment in assessing prospect readiness, portfolio effectiveness, and fundraising opportunities, and develops recommendations that influence fundraising strategy and resource allocation.

Prospect Strategy and Development:

• Identify, assess, and qualify prospective donors with significant philanthropic capacity and affinity.
• Collaborate with frontline fundraisers to record cultivation, solicitation, and stewardship plans for high-priority prospects.
• Serve as a subject matter expert on prospect lifecycle management and fundraising pipeline development.

Analytics and Performance Management:

• Analyze portfolio health and pipeline trends using CRM and business intelligencetools.
• Design, evaluate, and interpret portfolio performance reporting and dashboards to inform strategic fundraising decisions.
• Supports governance processes related to prospect assignment, portfolio standards, pipeline definitions, and donor movement criteria.
• Evaluate portfolio efficiency and recommend strategic portfolio adjustments to improve outcomes.
• Monitor portfolio and pipeline health using agreed-upon institutional metrics and provide corresponding insights to fundraisers and their managers.
• Deliver data-driven insights and presentations to advancementleadership.
• Interprets complex fundraising, constituent, and portfolio data to identify trends, risks, and opportunities and formulates strategic recommendations for advancement leadership.

Collaboration and Consultation:

• Influences fundraising outcomes through consultation, analysis, relationship-building, and adoption of prospect development leading practices.
• Serves as a trusted strategic advisor whose recommendations influence prospect strategy, portfolio assignments, fundraiser activity, and pipeline management decisions.
• Facilitate portfolio review meetings and strategic prospectdiscussions.
• Collaborate closely with research, analytics, campaign strategy, annual giving, stewardship, and advancement operations teams.
• Support institutional fundraising initiatives, campaigns, and leadership priorities through portfolio and prospect strategy expertise.
• Provide recommendations on prospect assignment policies, management practices, and data governance standards.
• Leads portfolio review discussions and facilitates consensus among multiple stakeholders regarding prospect strategy and portfolio management actions.
• This position operates with substantial independence and is responsible for analyzing complex information, developing strategic recommendations, prioritizing work activities, and exercising judgment in matters related to prospect development and portfoliostrategy. Recommendations made by this position directly influence fundraising priorities, prospect assignments, and portfolio management practices across the organization.

Operational Excellence:

• Establish and monitor standards for prospect and portfolio data quality to support strategic fundraising operations and decision-making.
• Ensure adherence to prospect management policies, ethical standards, and data integrity practices.
• Contribute to the development and enhancement of prospect development methodologies, processes, and best practices.
• Participate in strategic planning and continuous improvement initiatives within Advancement Services.

Knowledge, Skills, and Abilities:

• Commitment to working in a collaborative team environment with shared goals.
• Ability to work efficiently with a wide variety of individuals, including donors, PAE colleagues, deans, faculty and staff.
• Excellent communication and interpersonalskills.
• Ability to effectively communicate both verbally and written.
• Demonstrated commitment to exceptional customer service with the ability to translate the PAE guiding principles of donor-centricity and collaboration into work practices.
• Ability to recognize and handle highly confidential, sensitive or private health information in a discrete, professional manner in compliance with all state and federal regulations.
• Work with excellent organizational skills and attention to detail.
• Be able to work independently with the ability to prioritize multiple projects and meet strict deadlines for deliverables.
• Ability to anticipate and discern work priorities and meet deadlines with little supervision.
• Adept at problem-solving and using judgment in situations requiring initiative, tact, and confidentiality.
• An exceptional work ethic and track record of personal initiative required.
• Openness to new ideas and personal flexibility with the ability to adapt and succeed in a multi-task, fast-paced environment with changing processes and occasional ambiguity.
• Ability to inspire cooperation and participation.
• Proficiency in the use of personal computers and Microsoft Office software (Word, Excel, PowerPoint, and Outlook).
• Proficiency or ability to learn additional software is required to perform the essential duties of the position.
• Demonstrated ability to lead through influence, facilitate decision-making, and guide stakeholders toward effective portfolio management practices.

Minimum Qualifications:

• Bachelor's degree from an accredited institution or experientialequivalent.
• Proficiency with database work, CRMs and reporting tools, such as Salesforce, Blackbaud CRM, Raiser's Edge NXT, Advance, or similar platforms.
• Any equivalent combination of experience, training, and/or education approved by Human Resources.

Preferred Qualifications:

• Experience with CRM systems and data tools, such as Blackbaud CRM.
• Experience in higher education/non-profit advancement or familiarity with fundraising operations including alumni and donor engagement strongly preferred.
• Experience in prospect development, prospect management, advancement services, fundraising analytics, development operations, or related functions.
• Demonstrated experience supporting major gift and principal gift fundraising programs, similar support roles in sales or customer service or operations positions.
• Ability to conduct portfolio analysis and developing strategic fundraising recommendations.

Work Environment:

• High exposure to a computer screen.
• This position may require sitting for long periods oftime.
• Required on-site business hours are 8 am to 5 pm Monday through Friday.
• This position may require sitting for long periods oftime.
• May be required to work evenings and/or weekends as necessary for time sensitive requests.

The University of Arizona Foundation reserves the right to revise this job description at any time.