Prospect Research Coordinator (Inst) Bookmark this Posting Print Preview | Apply for this Job

Please see Special Instructions for more details.

Completed application materials must include a letter of application addressing educational and professional level work experience and knowledge as it relates to all required and preferred qualifications as listed above and a professional resume. Finalist candidate(s) being considered for hire will be required to provide three professional/supervisor references through an external reference checking tool. References will not be contacted prior to candidates being notified.

In instances where the Search and Screen Committee is unable to ascertain from a candidate’s application materials whether they meet any of the qualifications, they will be evaluated as not meeting such qualifications.

Position Information

Posting Details

Official Job Title Prospect Research Coordinator (Inst)

Working Title: Prospect Management Analyst

Position Number 01264716

Division University Advancement

Department B925050 Development

Position Type Non-Teaching Academic Staff

Appointment Type Fixed Renewable

Pay Basis Annual

Salary Grade 20

FLSA Status Exempt

Percent 100

Posting Type Staff

UWM Description

The University of Wisconsin-Milwaukee ( UWM ) is Wisconsin’s second-largest university, with a unique dual mission of access and research to provide high-quality education for students from all backgrounds. UWM is one of 146 top research universities recognized as “R1” by the Carnegie Classification of Institutions of Higher Education. Along with its main campus in Milwaukee, UWM has a branch campus in Waukesha.

UWM celebrates, values and promotes the diverse voices and experiences of its students and employees and our community partners. We believe diversity enriches and strengthens our institution. UWM is committed to providing equitable access to opportunities for students and employees from every background. We aspire to create a campus climate that is welcoming to all. Learn more here: https://uwm.edu/community-empowerment-institutional-inclusivity/about/

School/College/Division Description

At the University of Wisconsin-Milwaukee, the Division of University Advancement has the privilege of championing one of the country’s leading research universities. In collaboration with our internal and external stakeholders, we maximize private support for UWM’s schools, colleges, units and programs through a comprehensive development and alumni relations program that:

▪ Promotes a university-wide culture of philanthropy and stewardship

▪ Engages alums through high impact and highly visible programs and services

▪ Supports and fosters investment in campus priorities

▪ Respects donors philanthropic interests and passions

▪ Provides a joyful giving experience

▪ Complies with relevant professional codes of conduct and ethics

▪ Holds parties accountable for meeting goals and objectives

Job Summary

The Prospect Management Analyst ( PMA ) conducts research and prospect management for potential donors in areas such as special projects, wealth validation, news alert monitoring, research support, publication review, and database management to advance team goals and objectives.

The PMA is responsible for managing the prospect management program within UWM’s University Advancement Office to assist with fundraising and engagement priorities. The PMA supports all University Advancement fundraising team members to optimize fundraisers’ portfolios, impacting their effectiveness and productivity. The PMA assists in the development of portfolio management best practices and policies that serve the Advancement team as well as UWM campus fundraising partners. The PMA will be the subject matter expert for prospect management industry standards for teams that fundraise for higher education.

The PMA must be exceptionally comfortable using software solutions to track, record, and analyze prospects in the customer relationship management database ( CRM ). The PMA will partner with the University Advancement researcher to advise UA staff with accurate and comprehensive data that helps build strategies for work with prospects and donors. The PMA will support management of prospect relationship tracking in the CRM and be a resource for all development team members.

The PMA must have strong communication skills and will collaborate with gift officers to understand goals and initiatives and how to support portfolio construction to create a fluid and dynamic prospect pipeline and meet targets. The PMA will partner with the Assistant Vice Chancellor of Development and Senior Directors to keep prospect managers on track and informed of their progress to goals. The PMA will support database tracking of all managed prospects and create pools of prospects for future assignment and engagement. The PMA will also support central staff functions of stewardship, planned giving, and leadership annual giving, as an expert on prospects in the CRM and identify rated prospects to be targeted. The PMA will serve as a partner with UA research in understanding and educating the team on wealth ratings and how they impact portfolios.

The PMA must demonstrate independent, proactive, creative and strategic thinking when approaching their work. They will have strong communication skills and be deeply integrated in database management. The PMA will be a key member of the central advancement services staff in the University Advancement Office and must be able to manage multiple, simultaneous assignments, and meet deadlines without compromising quality in a service-oriented environment.

Responsibilities Include:

• Management of the Portfolio Management Program including, understand the portfolio needs of each frontline fundraiser, track prospect movement from centrally managed pools to individual fundraiser portfolios, and identify all potential prospects and help determine the portfolio or prospect pool for which they are best suited.

• Understand and analyze prospect data including, oversight of prospect data in alumni and donor database including but not limited to activity reports, proposals, opportunities, and prospect tracking information and guiding the team by assessing the philanthropic tendencies, giving propensity, financial capacity and connections to the institution.

• Collaborate with both Advancement and UWM Foundation staff through conducting regular meetings with gift officers to review portfolios and progress to goals, serve as a primary contact between the Prospect Research and all frontline staff, and partner with the UWM Foundation IT team to fully understand and implement database solutions to manage and track prospect management functions in the data ecosystem.

• Develop business practices and support policy creation with University Advancement leadership based on industry standards and trends for prospect management.

  Minimum Qualifications

• Bachelor’s degree

• Experience working in a client service profession such as advancement, development, or non-profit management

• Excellent verbal and written communication skills

• Proficiency with computers and standard applications (MS Office, Adobe, etc.)

  Preferred Qualifications

• Direct experience working in higher education fundraising

• Experience with customer relationship management ( CRM ) software applications and/or platforms such as event management or marketing solutions

• Experience managing meetings and/or bringing colleagues, constituents, or clients together to track progress towards goals

• Experience with conceiving and managing projects from inception to delivery, including tracking and reporting results

• Experience working in large, complex institutions such as universities, hospitals, or government agencies

  Target Salary Range $65,000 - $75,000

  Benefits and Total Rewards

As part of UWM’s commitment to supporting the success of our team members through positive experiences, employees are provided with Benefits to Benefit You and Your Life. UWM offers a comprehensive benefits package and contributes towards the cost of several benefit plans. Employees with a qualifying position also receive an extensive leave package (https://uwm.edu/hr/benefits/leave/) including vacation, sick leave (with no expiration), personal holiday, and paid legal holidays. Please visit this link to view summary benefits information. (Compensation figures are for example purposes only.) UWM Benefits to Benefit You and Your Life (https://uwm.edu/hr/benefits-to-benefit-you-and-your-life/)

Application Instructions

Completed application materials must include a letter of application addressing educational and professional level work experience and knowledge as it relates to all required and preferred qualifications as listed above and a professional resume. Finalist candidate(s) being considered for hire will be required to provide three professional/supervisor references through an external reference checking tool. References will not be contacted prior to candidates being notified.

In instances where the Search and Screen Committee is unable to ascertain from a candidate’s application materials whether they meet any of the qualifications, they will be evaluated as not meeting such qualifications.

Application Deadline 02/16/2025

Continuous (Open Until Filled?) No

If Continuous, Initial Review Date

Position Contact Name Zoe Carballido

Contact Phone 414-251-9294

Contact Email carball3@uwm.edu

Application Notes

For this position, applicants are required to apply online. UWM will not consider paper, emailed or faxed applications. Additionally, applicants must complete all required fields and attach any required documents. The process is complete when the message “Your application has been submitted” is displayed and you receive a confirmation number.

Legal Notices

AA/EO Statement

UWM is an AA/EO employer: All applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity/expression, disability, or protected veteran status.

Reasonable Accommodations

UWM provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact uwm-jobs@uwm.edu or 414-229-4463. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.

Confidentiality of Applicant Materials

UWM is a State agency and subject to Wisconsin’s Open Records Law. UWM will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin’s Open Records law. In certain circumstances, the identities of “final candidates” and/or the identity of the appointed applicant must be revealed upon request.

CBC and Reference Check Policy

Employment will require a criminal background check. UWM takes the prevention of sexual misconduct seriously. As such, you and your references will be required to answer questions regarding any past findings of sexual violence and sexual harassment or any pending allegations of sexual violence or sexual harassment.

Annual Security and Fire Safety Report (Clery Act)

For the UWM Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see http://www.cleryact.uwm.edu/, or call UWM’s Dean of Students Office, Student Union 345 at (414) 229-4632 for a paper copy.

Employment Authorization

In compliance with federal law, all persons at the time of their start date will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Job Categories Alumni Affairs/Development

Applicant Documents

Required Documents

• Cover Letter

• Resume/Curriculum Vitae

  Optional Documents