Senior Manager, Prospect Research & Portfolio Management -Hybrid

Company: United Way Worldwide
Location: Miami
Posted on: May 27, 2023

Job Description:

-Benefits (The Good Stuff)

• Non-Exempt (Hourly): 2 WKS+ Vacation Paid*
• 12 Paid Holidays
• 12 PTO Paid Days
• Competitive Health Benefits Package
• Wellness Program -Reimbursements up to $50/month
• Long Term Disability at NO COST
• Life Insurance & AD&D 2X Annual Salary at NO COST
• Employee Assistance Program
• Professional Development Opportunities
• 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 contribution into real change. We fight for the equitable access to quality education, financial security and health of everyone in our community. Join our team and join us in the fight for a stronger Miami!United Way Miami is hiring for a -Senior Manager, Prospect Research & Portfolio Management. -As a -Sr Mgr, Prospect Research & Portfolio Mgmt -you will be responsible for researching prospective donors (prospects) with the purpose of cultivation or solicitation for Tocqueville (including Major Gifts), Endowment, and Grants. This entails gathering, analyzing, and synthesizing large amounts of information; also responsible for creating concise donor profiles for these individuals, as requested. This position will also manage prospect portfolios for Tocqueville and assist with maintaining prospect portfolios for New Business and Grants. The position is responsible for strategic prospect management and creating and implementing procedures needed to support a prospect pipeline. This includes leading MIG efforts within Andar as well as working closely with Business Solutions to maintain data integrity as well as optimize technology and software utilized. While currently limited to Tocqueville, Grants, and Business efforts, responsibilities will eventually expand to include giving communities as well. The position 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 Tocqueville, Endowment, and Grants by determining research strategies and manages the production and distribution of research reports needed for prospect identification, cultivation and solicitations.
  • Manages prospect management for Tocqueville team 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 and Tocqueville team, as requested
  • 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.
  • Creates donor analytics to assist with UWM's fundraising and engagement opportunities by developing strategies and moves management.
  • Works together with senior management 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 event blurbs and event prospecting for top UWM events.
  • Oversees Phi division and renews any gifts under $1,000 that do not fall into a workplace or giving community.Leads MIG efforts within Andar.EXPECTATION FOR ALL EMPLOYEES: -Support the mission, vision and values of United Way Miami (UWM). When appropriate, participate in various after hours and weekend activities that benefit UWM and the community. Due to the leadership role UWM is called upon to play in the community, particularly during times of crisis, it is the expectation that all UWM staff will be fully engaged in the organization's crisis plan and response efforts.Experience Requirements: -3 years of business experience with at least one year of supervisory 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. -Benefits: -United Way Miami's total rewards program offers a comprehensive variety of programs and resources to support your health and well-being needs. We provide a generous vacation, personal/sick and holiday program. We offer medical, dental, Life/AD&D, LTD, vision, legal, FSA, EAP, 401(k) plan, supplemental plans, and employee discount programs. Our Wellness program includes wellness activities and incentives throughout the year. To view the full description of our Summary of Benefits, please visit our Career site homepage. 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.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.

Keywords: United Way Worldwide, Miami , Senior Manager, Prospect Research & Portfolio Management -Hybrid, Executive , Miami, Florida