Advisor, Portfolio Strategy & Solutions
University of Tennessee Foundation, Inc., Knoxville, TN, United States
Job Description
The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of
Advisor for Portfolio Strategy and Solutions . Reporting to the Director of Portfolio Strategy and Solutions, the Advisor is responsible for catalyzing the production of the Development team through a solutions‑focused advisory approach that is collaborative, professionalized, and strategic.
The purpose of this position is to serve as the Prospect Development team's primary point of contact for assigned Development unit leaders. The Advisor seeks to understand the unique needs of each Development unit leader, ensuring their efforts are focused on enhancing the strategic capacity of unit leaders—especially as it relates to planning and coaching teams of Development Officers.
Responsibilities
Portfolio Strategy:
Collaborate with fellow Prospect Development team members to refine workflows and business processes that maintain and monitor the University of Tennessee system‑wide portfolio while segmenting it into institutional, institute, unit‑based, officer, and prospect panels—ensuring dynamic and optimized prospect assignment across the pipeline.
Portfolio Solutions:
Proactively serve as a professional advisor, laser‑focused on identifying and addressing barriers to Development Officer production.
Prospect Management:
Monitor the overall integrity of performance metrics for Development Officers and collaborate with prospect development colleagues and Central Services colleagues to ensure dashboards and reports are accurate, clear, and accessible.
Qualifications
Required Education and Experience:
Bachelor's degree
1+ years of experience translating data and analysis into actionable strategy and solutions that drive business outcomes
Entrepreneurial mindset with strong strategic planning capabilities and business intelligence acumen
Experience working within a decentralized environment, leading complex projects in a collaborative service role
Broad understanding of diverse prospect bases spanning the full scope of UTFI’s enterprise (business, engineering, arts & sciences, agriculture, athletics, patients, and friends)
Excellent analytical, communication, and interpersonal skills
A valid driver’s license with an acceptable driving record is required due to travel responsibilities. Significant driving offenses within the past 12 months may disqualify a candidate.
Preferred Education and Experience:
Master’s degree
Philanthropic experience (fundraising, prospect development, portfolio development, analytic tools)
Experience utilizing CRMs; Salesforce preferred
Change management experience
Experience developing and leading trainings, or teaching/advising professional staff
Application Process Applications must include a completed candidate profile, cover letter, and resume. Short‑listed candidates will be asked to provide contact information for three professional references. References will not be contacted without explicit permission of the candidate.
Only information entered into the candidate profile can be considered for minimum qualifications. Ensure the profile is completed in full regarding education and work experience.
Applicants must be legally authorized to work in the United States on a full‑time basis without sponsorship for employment visa status.
Questions about the search may be directed to hr@utfi.org.
Target Start Date February 1, 2025
Benefits
Generous paid leave: up to 24 days of vacation and 12 days of sick leave annually, plus 14 paid holidays and administrative closing days
Flexible work arrangements, offering a hybrid schedule to most team members
Education benefits for employees and their dependents at UT System campuses
Retirement and deferred compensation plans, including 401(k), 403(b), etc.
Comprehensive medical, dental, and vision insurance plans
Employee discounts to attractions, services, and goods
The Foundation The University of Tennessee Foundation, Inc. is a not‑for‑profit 501(c)(3) organization that serves as the preferred channel for private contributions benefiting students and faculty within the UT System. With a vision of being one of the top‐performing advancement organizations in higher education, UTFI is committed to enhancing the educational landscape across the University of Tennessee campuses.
The UT System The University of Tennessee System is comprised of campuses at Knoxville, Chattanooga, Pulaski, Martin, and the Health Science Center at Memphis; the Institute of Agriculture; and the Institute for Public Service.
The University of Tennessee Foundation, Inc. is an EEO/AA/Title VI/Title IX/Section 504/ADA/ADEA employer. All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, and parental status, or any other characteristic protected by federal or state law.
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Advisor for Portfolio Strategy and Solutions . Reporting to the Director of Portfolio Strategy and Solutions, the Advisor is responsible for catalyzing the production of the Development team through a solutions‑focused advisory approach that is collaborative, professionalized, and strategic.
The purpose of this position is to serve as the Prospect Development team's primary point of contact for assigned Development unit leaders. The Advisor seeks to understand the unique needs of each Development unit leader, ensuring their efforts are focused on enhancing the strategic capacity of unit leaders—especially as it relates to planning and coaching teams of Development Officers.
Responsibilities
Portfolio Strategy:
Collaborate with fellow Prospect Development team members to refine workflows and business processes that maintain and monitor the University of Tennessee system‑wide portfolio while segmenting it into institutional, institute, unit‑based, officer, and prospect panels—ensuring dynamic and optimized prospect assignment across the pipeline.
Portfolio Solutions:
Proactively serve as a professional advisor, laser‑focused on identifying and addressing barriers to Development Officer production.
Prospect Management:
Monitor the overall integrity of performance metrics for Development Officers and collaborate with prospect development colleagues and Central Services colleagues to ensure dashboards and reports are accurate, clear, and accessible.
Qualifications
Required Education and Experience:
Bachelor's degree
1+ years of experience translating data and analysis into actionable strategy and solutions that drive business outcomes
Entrepreneurial mindset with strong strategic planning capabilities and business intelligence acumen
Experience working within a decentralized environment, leading complex projects in a collaborative service role
Broad understanding of diverse prospect bases spanning the full scope of UTFI’s enterprise (business, engineering, arts & sciences, agriculture, athletics, patients, and friends)
Excellent analytical, communication, and interpersonal skills
A valid driver’s license with an acceptable driving record is required due to travel responsibilities. Significant driving offenses within the past 12 months may disqualify a candidate.
Preferred Education and Experience:
Master’s degree
Philanthropic experience (fundraising, prospect development, portfolio development, analytic tools)
Experience utilizing CRMs; Salesforce preferred
Change management experience
Experience developing and leading trainings, or teaching/advising professional staff
Application Process Applications must include a completed candidate profile, cover letter, and resume. Short‑listed candidates will be asked to provide contact information for three professional references. References will not be contacted without explicit permission of the candidate.
Only information entered into the candidate profile can be considered for minimum qualifications. Ensure the profile is completed in full regarding education and work experience.
Applicants must be legally authorized to work in the United States on a full‑time basis without sponsorship for employment visa status.
Questions about the search may be directed to hr@utfi.org.
Target Start Date February 1, 2025
Benefits
Generous paid leave: up to 24 days of vacation and 12 days of sick leave annually, plus 14 paid holidays and administrative closing days
Flexible work arrangements, offering a hybrid schedule to most team members
Education benefits for employees and their dependents at UT System campuses
Retirement and deferred compensation plans, including 401(k), 403(b), etc.
Comprehensive medical, dental, and vision insurance plans
Employee discounts to attractions, services, and goods
The Foundation The University of Tennessee Foundation, Inc. is a not‑for‑profit 501(c)(3) organization that serves as the preferred channel for private contributions benefiting students and faculty within the UT System. With a vision of being one of the top‐performing advancement organizations in higher education, UTFI is committed to enhancing the educational landscape across the University of Tennessee campuses.
The UT System The University of Tennessee System is comprised of campuses at Knoxville, Chattanooga, Pulaski, Martin, and the Health Science Center at Memphis; the Institute of Agriculture; and the Institute for Public Service.
The University of Tennessee Foundation, Inc. is an EEO/AA/Title VI/Title IX/Section 504/ADA/ADEA employer. All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, and parental status, or any other characteristic protected by federal or state law.
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