Careers

Director, Research & Relationship Management

Apply now Job no: 493125
Work type: Staff (Full-Time)
Location: Orlando, FL, Winter Park, FL
Categories: Advancement Services, Development, Institutional Advancement, Prospect Research
Division: Institutional Advancement

FLSA Status:

Exempt

Service Months:

12

Position Summary:

The Director of Research and Relationship Management (RRM) plays a key role in the overall fundraising efforts at Rollins College. The Director provides insight and direction in operational and cultural practices by managing an integrated model designed to synthesize prospect development into a truly collaborative partnership with the College's fundraising and engagement professionals. The Director leads the RRM team in its ability to maximize the creative opportunities derived from the intersection of data, technology, and creative prospect identification.

Responsibilities include leading and managing all aspects of the RRM office; developing and managing procedures for systematically evaluating sources of private support from individuals, foundations, and corporations; overall management of prospect identification and tracking, wealth screening, and prospect modeling; analyzing prospect information for dissemination to development staff; overseeing the prospect rating and assignment process; collaboration and coordination with development staff across the College; and coordination with outside vendors for database screening and prospect discovery services.

Primary responsibilities include:

  • Provides strategic vision and leadership to the department with the ability to implement industry standards and best practices in the creation and implementation of new goals and initiatives to position the program for maximum success in our comprehensive campaign and beyond. Establishes and implements appropriate organization and research performance goals, measurements, and evaluations related to RRM’s participation at each stage of the fundraising process.
  • Maintains an overall knowledge of the College’s top prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies; referencing and representing that information at meetings and in discussions, as needed. Establishes and implements appropriate organization and research performance goals, measurements, and evaluations related to Prospect Research and Development’s participation at each stage of the fundraising process.
  • Subject matter expert in a wide array of research tools and databases, financial analysis for wealth assessment, products related to overall research analysis, report writing tools, and prospect development software.
    Strategizes and partners with gift officers to support the development of high-capacity portfolios; recalibrates portfolios as needed to maximize performance and elevate the highest priority prospects for management; assigns donors and prospects to gift officers and tracks in donor database; works with leadership and gift officers to ensure that fundraising initiatives have sufficient prospects to meet fundraising goals.
  • Conducts prospect research responding to requests from leadership and gift officers, including extensive financial and biographical research by identifying and analyzing wealth indicators, such as real estate holdings, equity holdings, compensation, family foundation assets, and philanthropy; composes detailed research materials, such as profiles, on donors and prospects for leadership.
  • Creates specialized prospect lists and accompanying research to support event invitations, special exhibition sponsors, campaign committee meetings, Trustees meetings, and other priority projects as indicated by leadership.
  • Supervises the Research and Relationship Management staff. Set departmental and individual employee goals and provide routine evaluations of progress toward these goals. Identify and promote professional growth opportunities for staff. Ensure adherence to professional standards and ethics of prospect research.
  • Serves as chief trainer and spokesperson on the principals of relationship management and details of the relationship management system. Implements research and prospect management guidelines and procedures; serves as content expert for prospect management guidelines; collaborates with colleagues to configure the prospect management components of donor database.
  • Exhibits and encourages a strong customer service and solution-oriented work ethic; continually seek feedback from internal customers to adjust and improve operations to meet their needs.
  • Manage special projects as assigned on a regular basis.
Department Summary:

The Advancement Services team is responsible for meeting the reporting, technology, stewardship, gift processing, and data acquisition/integrity needs of the Division of Institutional Advancement and the broader Rollins community.

The team is comprised of four distinct but interrelated functions: Technology and Reporting, Gifts & Records, Research & Moves Management and Donor Relations. Technology and Reporting serve our division and the community with accurate and timely information to help support strategic decisions and communication audiences. Gifts & Records complete all gift processing and records maintenance for our alumni and friends. Research & Moves Management supports efforts to raise resources to advance the College by developing and managing procedures for systematically evaluating sources of support from individuals, foundations, and corporations and Donor Relations stewards the College’s donors through reporting, engagement and recognition.

Total Compensation Package:
Rollins offers a competitive salary plus generous benefits package featuring: 
  • 5 Weeks Paid Time Off (PTO)
  • 11 Paid Holidays plus College Closure Days
  • Comprehensive Insurance Benefits - Medical, Dental, Vision, Life
  • 100% Funded Health Reimbursement Account
  • 100% Long and Short Term Disability
  • Employer Retirement Contribution
  • Award-Winning Wellness Program
  • FREE On-Site Parking
  • Discounted Meal Plan
  • FREE access to campus amenities (ex. gym, library)
  • FREE Full Tuition Waiver for employees, spouses, domestic partners and dependents
Education and Experience Required:

 

  • Bachelor’s Degree required, Master’s Degree preferred.
  • Minimum of five years’ experience in development or development research in higher education required, campaign experience preferred.
  • Experience in prospect management coordination and demonstrated managerial experience preferred.
  • Strong computing skills and knowledge of database maintenance and retrieval required; proficiency in Ellucian Banner or similar ERP System preferred.
  • Ability to think critically, strategically, and creatively. High level of comfort with understanding, manipulating, and communicating complex data to a wide variety of audiences.
  • Well-developed knowledge of the principals of prospect development, including prospect identification, research and management, as well as data analysis, querying and reporting.
  • Ability to work with colleagues who have varied styles and skill levels.
  • Familiarity with on-line search engines sources; knowledge of advanced prospect research techniques and reference materials; skill in analyzing financial and statistical information; ability to work with highly sensitive and confidential information.
  • Excellent oral and written communication skills, along with strong interpersonal and organizational skills; ability to work creatively; a commitment to fostering a collegial and team environment.
  • Ability to work with a wide range of business and philanthropy drivers and needs and appreciation for fundraising.
  • Strong project management, organizational and analytical skills; detail-oriented; ability to set priorities and manage time effectively in a deadline-driven environment.
  • Understanding of current privacy laws, such as HIPAA, and mastery of privacy policies of professional organizations such as APRA, AFP, and CASE.
Work Environment:

 

  • Campus-based position working in an office environment.
  • To learn more about Rollins effort about the College’s response to COVID-19, please click here.

Instructions to Applicants:

To apply, please submit an application and upload the following materials:

  1. Cover Letter
  2. Resume

Screening of applications will begin immediately and continue until the position is filled.

Our Values:

 

Rollins seeks to foster and to model a campus environment that is welcoming, safe, and inclusive to all of our administrators, faculty, staff, and students. We view differences (e.g. nationality, race, gender, age, sexual orientation, socioeconomic class, physical ability, learning styles, perspectives, etc.) not as obstacles to be overcome but as rich opportunities for understanding, learning, and growth.

Through its mission, Rollins College is firmly committed to creating a just community that embraces multiculturalism; persons from historically under-represented minority groups are therefore encouraged to apply. Rollins does not discriminate on the basis of sex, disability, race, age, religion, color, national or ethnic origin, ancestry, marital status, veteran status, sexual orientation, gender identity, gender expression, genetic information, physical characteristics, or any other category protected by federal, state, or local law, in its educational programs and activities. 

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