Manager, Prospect Research & Portfolio Management

Job Type

Full-time

Description

Salary Range: $50,750-$60,000 annually

Hybrid Schedule: 2 days from home and 3 days on-site

Benefits (The Good Stuff)

• Exempt (Salary): 3 WKS+ Vacation Paid*
• 12 Paid Holidays
• 12 PTO Paid Days
• Competitive Health Benefits Package
• Wellness Program Reimbursements up to $50/month
• Short Term Disability at NO COST
• Life Insurance & AD&D 2X Annual Salary at NO COST
• Employee Assistance Program
• Retirement Plan UP TO 6% Employer Funding
• Professional Development Opportunities
• Discounted On-Site Early Childhood Care
• Tuition Assistance for Early Education Degree
• Free Monthly Transit Card

*Vacation amounts may vary based on roles, schedules, and years of service

Help us make a difference in our community. United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami!

United Way Miami, Inc. is hiring a Manager, Prospect Research & Portfolio Management to join our team. As Manager, Prospect Research & Portfolio Management you will be responsible for creating donor profiles with the purpose of solicitation or cultivation for Major Gifts, Tocqueville and Endowment. This person will gather, analyze and synthesize large amounts of information about current and prospective donors to concise background reports. This person will also manage portfolios for major gift officers. The position is responsible for strategic prospect management, creating and implementing procedures needed to support a prospect pipeline. The person will prepare research to support UWM fundraising goals. The position tracks and manages prospect activities of the fundraising teams, proposes strategic assignments of prospects to team members using portfolio management techniques and provides feedback on results. In addition, providing strategic, tactical and management services of prospects as part of the fundraising and data management team.

Principal Duties and Responsibilities:

• Proactive and reactive financial and biographic research during all stages of the donor cycle including profile generation, asset analysis, and ratings, generation of new prospect leads and wealth screening verification.
• Oversees and supports the prospect research and general research for Major gifts, Tocqueville and Endowment by determining research strategies and manages the production and distribution of research reports needed for prospect identification, cultivation and solicitations.
• Manages prospect management for Major gifts and Tocqueville, as well as, the life cycle of the donor whether in Identify, Qualify, Cultivate, Solicit or Steward.
• Prepares financial and biographical research for the president, Major Gifts and Tocqueville Team.
• Using wealth management databases for screenings and running reports based on team’s needs to identify prospects and support major gift fundraising and campaign initiatives.
• Relationship/Prospect Management – Portfolio consulting, tracking and coding proposals, assignments and prospect tools with team.
• Create Donor Analytics to assist with United Way of Miami-Dade’s fundraising and engagement opportunities by developing strategies and moves management.
• Work together with the team to segment data for electronic wealth screening and maintain and help manage the prospect management systems and protocols to create and maintain a robust prospect pipeline.
• Prepares prospect and donor briefs for leadership guests for top United Way events

UWM is an equal opportunity employer and a drug-free workplace, please visit our Career site homepage to view our EEO statement and Drug-Free policy. 

Requirements

QUALIFICATIONS/ SKILLS AND KNOWLEDGE REQUIREMENTS

Education Requirements: Bachelor’s degree or equivalent experience.

Experience Requirements: Two to four years of fundraising research experience 

Technology Requirements: Intermediate Internet Explorer, Intermediate Word, Intermediate Excel, Intermediate Outlook, Intermediate Andar 

Other essential Knowledge/Skills: Must be able to handle multiple projects simultaneously and work in a dynamic environment. Able to complete projects on time and resolve problems. Excellent communication (verbal/written) skills. Attention to details and superior customer service skills. Must exhibit initiative and good sound judgment.   

Career growth: We encourage you to grow by providing formal and informal development programs, coaching, and on-the-job challenges. We want you to ask questions, take chances, and explore the possible.

Apply with confidence! Research indicates that individuals, especially people of color and women, may hesitate if they don't meet every requirement. At United Way Miami, we embrace diversity and inclusion. If you're enthusiastic about a role, apply, even if your experience or education isn't an exact match. You could be the perfect fit for this position or discover other exciting opportunities within our organization. Please note that while some roles may have specific requirements for funding eligibility, we STILL encourage you to explore our job opportunities.