Associate Director of Portfolio Management & Prospect Development jobs in United States
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UT Southwestern Medical Center · 1 month ago

Associate Director of Portfolio Management & Prospect Development

UT Southwestern Medical Center is a world-renowned medical and research center in Dallas-Fort Worth, Texas. The Associate Director of Portfolio Management & Prospect Development will partner with gift officers to manage prospect portfolios and support cultivation strategies, ensuring effective donor engagement and pipeline development.

Health CareHospitalMedical
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H1B Sponsor Likelynote

Responsibilities

Assess, develop and implement standard policies, processes and systems to assist front-line fundraising efforts to identify, qualify, cultivate, solicit and steward individual, corporate and foundation donors
Identify and qualify new prospects that have the capacity to provide philanthropic support at the major gift level
Create and maintain a prospect management program to effectively track/monitor prospects through the successive stages of the gift pipeline
Conduct basic to complex research and analysis of current donors and prospects and successfully articulate biographical, financial and other relevant information into a comprehensive research profile to be used by University leadership and Development staff
Work collaboratively with senior leadership and gift officers to assist them in developing specific cultivation and solicitation strategies for donors and prospects
Create concise and useful reports and tools to be utilized by the Development team to successfully measure actions, moves, and outcomes related to current donors and assigned prospects
Perform other duties as assigned

Qualification

Portfolio managementProspect researchCRM experienceData integrityProject coordinationCustomer serviceRelationship buildingOrganizational skills

Required

Bachelor's Degree in related field
5 years of related experience, and a demonstrated ability to develop, plan, implement and evaluate research strategies and integrate them into fundraising initiatives

Preferred

Experience working within a CRM, preferably Salesforce or Raiser's Edge, and Microsoft 365
Proficiency in using prospect research tools and databases
Knowledge of APRA principles and practices, with a preference for current or past APRA membership
Experience working with frontline fundraising officers
Advanced research and online search techniques
Experience managing complex workflows and multiple stakeholder relationships
Strong project coordination or portfolio management experience in any sector
Demonstrated ability to track metrics, manage pipelines, and drive outcomes

Benefits

Healthcare
PTO and paid holidays
On-site childcare
Wage
Merit increases
So much more

Company

UT Southwestern Medical Center

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UT Southwestern Medical Center offers clinical care, education, and scientific research.

H1B Sponsorship

UT Southwestern Medical Center has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (358)
2024 (238)
2023 (266)
2022 (274)
2021 (213)
2020 (179)

Funding

Current Stage
Late Stage
Total Funding
$22M
Key Investors
The Dallas FoundationPatient-Centered Outcomes Research Institute
2023-06-20Grant
2023-04-20Grant· $4M
2023-03-28Grant· $18M

Leadership Team

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Chris Rubio
Interim Chief Executive Officer, Clements University Hospital
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Dennis Pfeifer
AVP & CTO University Health System
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Company data provided by crunchbase