Director of Prospect and Portfolio Management
University of Georgia, Athens, GA, United States
Director of Prospect and Portfolio Management
Posting Number:
S14908P
Department:
Terry - Devel & Alumni Relations
Posting Type:
External Retirement Plan TRS or ORP Employment Type:
Employee Benefits Eligibility:
Eligible Full/Part Time Full Time Work Schedule:
Monday through Friday 8:00 am – 5:00 pm Advertised Salary:
$50,000–$73,000+ commensurate with experience Closing Date:
Proposed Starting Date 05/01/2026
Responsibilities
Prospect Management (50%) : Proactively monitor prospects, collaborate with fundraisers, conduct advance reviews, confirm stewardship activities, conduct strategy sessions, train new fundraisers, etc.
Data Management & Reporting (30%) : Gain understanding of CRM data, build reports, prepare forecasts, maintain reporting, collaborate with IT, serve as liaison.
Portfolio Management (20%) : Review portfolios, conduct strategy sessions, identify new prospects, assist with portfolio adjustments, prioritize prospects.
Qualifications
Bachelor’s degree in a related field or equivalent and 2 years of professional experience.
Understanding of customer relationship management concepts.
Ability to move between detailed and strategic work.
Significant experience with Excel, PowerBI, Qlik or equivalent.
Skilled interpreting data strategically.
Ability to work on multiple projects under strict deadlines.
Able to work independently and in a team.
Physical Demands Some light lifting. Driving is not a responsibility. This position is a position of trust and has security access.
Background Investigation Offers of employment are contingent upon completion of a background investigation including a criminal background check and, if applicable, a credit check. A drug test may be required for positions with high-risk responsibilities.
Contact Information Recruitment Contact: Name: Ruth Seiler Email: ruth.seiler@uga.edu Phone: [phone not provided]
Equal Opportunity Employer The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, veteran status or other protected status.
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S14908P
Department:
Terry - Devel & Alumni Relations
Posting Type:
External Retirement Plan TRS or ORP Employment Type:
Employee Benefits Eligibility:
Eligible Full/Part Time Full Time Work Schedule:
Monday through Friday 8:00 am – 5:00 pm Advertised Salary:
$50,000–$73,000+ commensurate with experience Closing Date:
Proposed Starting Date 05/01/2026
Responsibilities
Prospect Management (50%) : Proactively monitor prospects, collaborate with fundraisers, conduct advance reviews, confirm stewardship activities, conduct strategy sessions, train new fundraisers, etc.
Data Management & Reporting (30%) : Gain understanding of CRM data, build reports, prepare forecasts, maintain reporting, collaborate with IT, serve as liaison.
Portfolio Management (20%) : Review portfolios, conduct strategy sessions, identify new prospects, assist with portfolio adjustments, prioritize prospects.
Qualifications
Bachelor’s degree in a related field or equivalent and 2 years of professional experience.
Understanding of customer relationship management concepts.
Ability to move between detailed and strategic work.
Significant experience with Excel, PowerBI, Qlik or equivalent.
Skilled interpreting data strategically.
Ability to work on multiple projects under strict deadlines.
Able to work independently and in a team.
Physical Demands Some light lifting. Driving is not a responsibility. This position is a position of trust and has security access.
Background Investigation Offers of employment are contingent upon completion of a background investigation including a criminal background check and, if applicable, a credit check. A drug test may be required for positions with high-risk responsibilities.
Contact Information Recruitment Contact: Name: Ruth Seiler Email: ruth.seiler@uga.edu Phone: [phone not provided]
Equal Opportunity Employer The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, veteran status or other protected status.
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