Executive Director of Prospect Management and Research

William & Mary

Office of University Advancement

Executive Director of Prospect Management and Research

 

William & Mary Office of University Advancement invites nominations and applications for the Executive Director of Prospect Management & Research position. Reporting to the Associate Vice President for Advancement Services & Innovation, the Executive Director for Prospect Management & Research is a critical leader in the Office of University Advancement. The Executive Director plays a pivotal role in advancing the fundraising goals of William & Mary by leading a team of professionals in the strategic research, identification, analysis, solicitation of prospective donors, and the continuous improvement, growth, and management of the donor pipeline. University Advancement creates the conditions for opportunity – human, financial & experiential – by garnering and stewarding the resources that advance William & Mary.

 

The Office of Advancement Services & Innovation is comprised of five major functions, including advancement information services, finance & administration, gift & records administration, talent engagement, and prospect management & research. Together, Advancement Services & Innovation is responsible for the strategic design, development, and implementation of operational and business support functions, policies & procedures, and technology infrastructure that support all University Advancement operations, enable innovation, and drive campaign readiness and success.

 

William & Mary, located in Williamsburg, Virginia, is the second-oldest institution of higher learning in America. While original plans date back to 1618, William & Mary was officially chartered in 1693. William & Mary is a premier public research university, widely recognized for its outstanding academic reputation, beautiful campus, and vibrant community. William & Mary is an academic powerhouse. Our undergraduate, graduate, and online students know they'll work hard, and that their uncommon efforts will be personally, academically, and professionally rewarding. Our faculty members are recognized leaders in their fields and passionately engaged educators. They understand that first-hand knowledge, original research, and a first-person cross-cultural perspective have the power to turn an ordinary class into an unforgettable experience. Academic life at William & Mary takes place across Arts & Sciences and four schools, and dozens of academic departments.

 

Education, Skills, Abilities, and Experience

 

Required Qualifications

• Demonstrated mastery of standard research methodology best practices for evaluating donor prospects for capacity, inclination, and readiness, and recommending relationship development strategies.
• Knowledge of leading CRM tools and technologies used in Fundraising operations. Proficiency in incorporating common pipeline development and prospect tracking data in a fundraising CRM.
• Extensive and progressively responsible experience managing the complete prospect life cycle, prospect identification & research methods, prospect management principles, and support of a successful campaign.
• Proven analytical skills and proficiency in utilizing data analysis tools, fundraising databases, interpreting, and evaluating hard and soft wealth indicators in a philanthropic context. Experience developing and utilizing data analytics and predictive models in support of prospect management and to facilitate continuous improvement and innovation.
• Experience evaluating complex issues, identifying appropriate solutions, and providing leadership in the development and implementation of a strategic plan.
• Excellent planning skills and experience with the ability to identify, clarify, and articulate project purpose, goals, and outcomes.
• Excellent communication skills, both written and verbal, with the ability to present complex information clearly and compellingly.
• Demonstrated ability to collaborate effectively with diverse stakeholders and work in a fast-paced, dynamic environment.
• Significant relevant and progressively responsible experience in a sophisticated fundraising environment.
• Proven leadership experience managing in a team setting, setting strategic goals, and driving results in prospect management & research.
• Bachelor’s Degree or the equivalent combination of education, professional experience, and specialized expertise related to the position.

 

Preferred Qualifications       

• Advanced degree (Master’s Degree in a related area such as business, information studies, public administration, etc.).
• Knowledge of specific measures for demonstrating ROI in a prospect development setting.
• Knowledge and ability to develop and execute a full project and change management plan.
• Experience creating prospect capacity rating methodology customized to an organization’s needs.
• Experience conducting and/or supporting pre-campaign assessments, including feasibility studies, pool assessments, and preliminary gift pyramids. Creating and executing prospect identification plans that are aligned with campaign priorities.
• Experience adapting and customizing prospect strategy management, tracking, and reporting for various prospect segments (annual gift, major gift, and principal gift prospects).
• Experience leading all aspects of donor research and discovery, active donor pipeline management, including collaboration with Development leadership, frontline development officers, and volunteers, development of metrics used to measure pipeline growth and performance, design and distribution of reports, pyramids, and gift tables that show pipeline stages of readiness, review of prospects with senior leadership and gift officers and the development of strategies related to solicitation readiness, and the recommendation of development of policies and procedures for prospect management and research.

 

Compensation

Salary will be competitive and commensurate with qualifications and experience. William & Mary offers a competitive benefits package.

 

How to Apply

Greenwood Asher & Associates is assisting William & Mary in this search. Applications and nominations are now being accepted. For a full application package, please submit a cover letter and CV to WM-ED-PMR@greenwoodsearch.com.

Submission of application materials as PDF attachments is strongly encouraged.

 

Inquiries and nominations should be directed towards Jeremy Duff and Ann Bailey with Greenwood Asher & Associates.

 

Jeremy Duff, Vice President of Executive Search & Search Manager

Email: jeremyduff@greenwoodsearch.com

Cell: 850.869.9986

 

Ann Bailey, Senior Executive Search Consultant

Email: annbailey@greenwoodsearch.com

Cell: 850.830.5169

 

The search will be conducted with a commitment to confidentiality for candidates until finalists are selected. Initial screening of applications will begin immediately and will continue until an appointment is made.

 

William & Mary values diversity and invites applications from underrepresented groups that will enrich the research, teaching, and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.