Manager, Prospect Management & Research Services

Job Type

Full Time

Published

10/03/2018

Address

200 High Street
Boston
Massachusetts
02110
United States

Description

Position Summary:

Reporting to the Senior Director of Development Operations, the Manager of Prospect Management & Research Services will play a critical role in maintaining and analyzing prospect portfolios by participating in strategy sessions, screening initiatives, and working closely with both the Individual and Institutional development officers in identifying, researching and assigning prospects with the potential to support BGCB’s priorities.

 

Essential Duties and Responsibilities:

  • The Manager of Prospect Management & Research Services must apply creative thinking and be curious, focused, and persistent in pursuing threads of information, capable of interpreting complex documents, including corporate proxy statements and insider stock filings and possess excellent writing skills. The ideal candidate must be able to identify and adapt to shifting priorities, be flexible and resourceful, and exercise professionalism and discretion in working with confidential information.
  • Timely prepare in-depth biographical and financial profiles on individuals, foundations, and corporations using a wide variety of offline and online prospect research resources. Translate information into effective confidential research snapshots, briefings, in-depth profiles and event bios.
  • Provide research support for Director and Trustee nomination procedure, board committees, and event briefings, as needed.
  • Conduct proactive research to identify new prospects with a focus on assessing capacity and connections to the organization. Identify potential engagement strategies and make assignment recommendations at prospect review meetings.
  • Lead the prospect strategy meetings, both for Individual and Institutional business units, by preparing the agenda and all materials; track and follow-up with prospect managers on next steps.
  • In collaboration with the Senior Director, initiate, implement and/or maintain projects to enhance the ability to measure prospect management and engagement activity such as relationship mapping, predictive modeling, and inclination coding.
  • Proactively alert Development Team and other senior staff about findings and news stories related to prospects, donors, and Board members.
  • Identify opportunities to utilize advanced research techniques and sources to enhance the quality of research data and materials produced. Work with the Senior Director to investigate, plan and implement new products or procedures and best practices.
  • Perform other related duties as assigned.
  • Evaluate portfolio balance potential and identify top prospects. Work closely with the frontline fundraisers on managing their portfolios and recommend cultivation and solicitation strategies as needed.
  • Assign prospect ratings based on both inclination and capacity as estimated by extensive research. Verify, update and code various types of information in Raiser’s Edge database.

 General BGCB Expectations:

  • Healthy Behavior Modeling – Teaching youth/teens the importance of living an active, healthy lifestyle is a BGCB priority. As a result, all staff is expected to model healthy behavior while working with our members.
  • Inclusive Environment – BGCB values creating child-friendly environments, where youth/teens of all abilities can be successful and participate. BGCB expects employees to embrace its focus on inclusion of all members, regardless of disability or developmental challenge.
  • Continuous Learning – Building the capacity of staff is central to BGCB. The organization encourages and requires that all staff participates in annual professional development opportunities that continue to cultivate their skills in the youth development field.
  • Safe Spaces – Every staff member shares the responsibility for ensuring BGCB is, and remains, an environment free of sexual, physical, or emotional abuse.


Position Requirements (Education, Experience, Knowledge, Skills, Abilities, Work Demands)

  • Bachelor’s degree required with a minimum of 4 years of research and database experience. Demonstrated ability to analyze and synthesize high volume of information.
  • Ability to accurately interpret financial data from a wide variety of sources.
  • Superior written, verbal, and interpersonal communication skills, attention to detail, and a well-honed sense of humor. Writing samples will be requested.
  • Must be proficient in research resources such as Lexis-Nexis, IWave, WealthEngine, Foundation Center Directory Online.
  • Deadline oriented, flexible in responding to changing priorities, sound judgment, and ability to work with confidential and sensitive information effectively.
  • Desire, ambition, and energy to work in an organization that is evolving at an accelerating pace. High level of motivation, initiative, flexibility, and creativity and have the ability to work individually and as part of a team.
  • Knowledge of Raiser’s Edge preferred.


Benefits

Health & Wellness

For 30+ hour/week eligible employees

  • Medical Coverage though Blue Cross Blue Shield of Massachusetts
  • BGCB pays for up to 80% of the monthly premiums
  • Dental Coverage through Blue Cross Blue Shield of Massachusetts
  • BGCB pays for approximately 80% of the monthly premiums
  • Vision Coverage through Blue Cross Blue Shield 20/20 Blue Program
  • Short Term Disabiliy
  • BGCB pays 100% of the benefit cost
  • Long Term Disability
  • BGCB pays 100% of the benefit cost
  • Basic Life Insurance
  • BGCB pays 100% of the benefit cost, benefit provides up to 2 times base salary; up to a maximum benefit of $250,000
  • Basic Accidental Death & Dismemberment
  • 100% paid by BGCB
  • Employee Assistance Plan
  • Confidential EAP program available to both full and part-time staff. Support, guidance, and resources available 24 hours a day, 7 days a week. No cost to BGCB employees.
  • Paid time-off for preventative medical screening
  • 4 hours for full-time employees; 2 hours for part-time employees
  • Flexible Spending Accounts (20+ hour/week Employees Eligible) administered by Benefit Strategies
  • Pre-tax deductions for personal savings accounts for qualified expenses; medical and dependent care, and commuter expense deductions available
  • Retirement & Savings
  • 403(b) retirement savings plan through Fidelity Investments with agency contributions. All employees are eligible for pretax payroll deductions.
  • Credit Union membership

Paid Time Off

For 20+ hour/week eligible employees

  • Vacation
  • up to 15 days per year for full-time and part-time employees, prorated for the first year; vacation accrual increases with length of service
  • Sick Leave
  • up to 61 hours per year
  • Personal Leave
  • up to 1 paid personal day per year
  • Paid holiday leave
  • Up to 11 observed holidays per year
  • Maternity/Paternity Leave
  • BGCB parental leave includes 2 weeks paid leave
  • Family Medical Leave of Absence (FMLA)
  • Job protection for serious illness of employee or family member; birth, adoption or foster care placement
  • Bereavement Leave

Agency-Wide Staff Days

  • September Staff Day
  • Agency wide event in advance of the start of the program year
  • Professional Development Day
  • Concurrent workshop sessions with focus on professional skill and youth development skill training topics
  • June Social
  • All-staff event at the end of each program year

Professional Development

  • Professional Development Fund
  • Fund available to both full and part-time employees to assist with the cost of training, conferences, and professional development opportunities related to role at BGCB
  • Staff trainings by locations and Agency wide Professional Development Day
  • BGCA.net membership

Other Benefits

  • MBTA pass program pre-tax benefit
  • Bi-weekly pay Direct Deposit
  • AFLAC Supplemental Insurance
  • Travel Assistance Services
  • Free and low cost tickets to arts, movies and sporting events
  • Possible eligibility for Public Service Loan Forgiveness Program


Professional Level

Managerial

Minimum Education Required

4-year degree

How To Apply

https://www.bgcb.org/

Interested candidates are encouraged to apply online.


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