The Assistant Director of Research and Relationship Management is a member of the advancement services team, supervising the Prospect Research Manager. Together, they support major individual, corporate, and foundation fundraising, and are responsible for a wide variety of prospect donor research and major gift activities that increase the major gift pipeline. This position reports to the Director of Advancement Services as an integral member of the fundraising team and complements the work of fundraisers. This position may be based in Chautauqua advancement offices, the Washington, DC office, or remotely.
· Forges strong partnerships with gift officers, interprets prospect data and makes recommendations for solicitation strategies.
· Provides briefings and information to the President, board members, and other Institutional leadership.
· Uses prospecting tools such as data screening and modeling to provide analyses of targeted groups and overall prospect pool.
· Understands predictive scoring models that will allow enhanced priority-specific identification and segmentation of the database by leveraging internal and external data.
· Contributes to the planning and implementation of comprehensive, proactive prospect identification and management of potential prospects.
· Researches, analyzes, compiles, and organizes development and prospect data; writes and disseminates highly sensitive, confidential documents.
· Provides accurate and timely information on donors and prospects to increase major gift qualification, identification, cultivation, solicitation, and stewardship support.
· In collaboration with the Prospect Research Manager, provides in-depth research on individuals, corporations and foundations using a wide variety of biographical, organizational and public sources, including online database services, internet websites, library and government sources, and other external information sources.
· Produces clear, concise, and accurate research briefings, profiles, and reports on donor giving capacity, inclination to give, interests, other philanthropy, and biographical data for advancement staff. Extracts, synthesizes, and communicates key information which directs cultivation and solicitation strategies.
· Identifies new prospects aligned with evolving strategic plans and organizational priorities by keeping abreast of local, national, and international news and industry trends, as well as collaborating with internal colleagues.
· Performs related data entry and maintenance; reviews and updates constituent records with information culled from research, periodical review, and office correspondence (letters, emails, trip reports); ensures accurate, consistent recording of research in Raiser’s Edge.
Education and Experience
Required education: Bachelor’s degree in journalism, library science, business, or related field. Candidates with an equivalent combination of education/work experience will also be considered.
Preferred education: Master’s degree in journalism, library science, business, or related field. Training through Association of Professional Researchers for Advancement, Association for Advancement Services Professionals, or Council for Advancement and Support of Education seminars and workshops for prospect research and management.
Required experience: Minimum five years of successful prospect research experience, library science, information management, higher education development, analytics or related field as well as managerial and supervisory experience
Preferred experience: Prospect research and management experience in higher education development.
Skills & Abilities
· Technical savvy for use of fundraising software and mobilized technology solutions organization-wide.
· Systems thinking to understand data relationships and reporting within complex software systems.
· Logic and reasoning to order data to apply rules, combine data points, arrange data, and find patterns to extract relevant information and apply that information to strategies for successful operations.
· Problem-solving capabilities to identify complex problems, use critical thinking, logic, reasoning, and relevant information to evaluate options, and develop appropriate, effective solutions.
· Relationship-building expertise to provide cross-functional leadership and support across interworking teams in Advancement, Finance, and Chautauqua Institution and Foundation.
· Consultative and collaborative approach to process, procedure, and problem-resolution in teams.
· Project management capabilities and skills to navigate multiple projects, full cycle, simultaneously.
· Self-starter who will be a strategic partner focused on work that builds a foundation of process and procedure, accomplishes routine responsibilities, plans for the future, and meets goals.
· Political savvy to tactfully navigate complex circumstances, make recommendations and resolve problems with an independent judgment that is consistent with the culture, ethics, best practice, policy, procedure, industry regulation, and federal and state law.
· Creative, innovative thinking and fluency of ideas to lead strategic initiatives and be a key collaborator.
· A life-long learner who is eager to maintain professional and technical knowledge and use this learning to mentor a team through educational workshops, reviewing publications, establishing networks, participating in relevant professional organizations, and attending conferences.
· Personal integrity and ethics when dealing with highly confidential and sensitive information.
Schedule and Travel
The Assistant Director of Research & Relationship Management will average 35 hours a week with flexibility to work evenings, weekends, and holidays, as required with the willingness to flex up in scheduled work hours based on business need, particularly during the summer season, May through September. The Assistant Director also must be able to work during the winter holidays between December 26 and January 1.
Occasional travel required to various professional events, conferences, and training using personal or occasionally rental vehicles. Travel predominantly within the region in an approximate 100-mile radius. Self-coordination of business travel and occasional flights required.
Supervision and Guidance
The Assistant Director of Prospect & Research Management will have one direct report in the Prospect Research Manager.
Chautauqua Institution’s competitive benefits suite includes health insurance, dental insurance, flexible spend (or health savings) account options, vision insurance, complimentary life insurance, access to various fitness and wellness programs, and employee-paid supplemental life insurance and long-term disability options. We help our employees plan for the future through a discretionary employer pension contribution, which has recently been (10%) of gross compensation following a designated service period. The Employee Assistance Program provides virtual access to a network of free services including counseling sessions, legal counsel, financial advisors, and childcare/eldercare referrals.
Discovering Your Chautauqua Experience
There are countless ways that our talent will engage with our mission, vision, and diverse communities, and you are invited to immerse yourself in our programming as a gateway to this experience.
Employees will receive the traditional chautauqua gate pass, which provides access to all Amphitheater programs except popular entertainment (up to two nights a week) and lawn seating for all performing arts events at the Pratt Avenue performance pavilion, a new, temporary venue for 2021. Designated popular entertainment events in the Amphitheater will require a separate ticket purchase, if tickets are available.
In addition to a traditional gate pass, employees and their families will receive full access to our current and historical programs online at CHQ Assembly.
Joining Our Talent Community
Qualified candidates should apply online at CHQ.org/employment. Interested applicants must submit a cover letter and resume, with optional portfolio documents, for consideration. You are encouraged to learn more about Chautauqua Institution at CHQ.org and the 150 Forward Strategic Plan at 150fwd.CHQ.org.