Manager, Prospect Research and Development

Manager, Prospect Research and Development

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Manager, Prospect Research and Development

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San Francisco Symphony

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Job Summary

The Manager, Prospect Research and Development, is a key member of the Development Department who reports to the Director, Development Operations. The Manager contributes to the success of the San Francisco Symphony’s fundraising efforts by providing research and data supports to front‑line gift officers, the administrative leadership team, the CEO and the board members. The Manager helps gift officers maximize the fundraising effectiveness by strategically planning and assigning donors to their portfolios. The Manager provides individual research of donors and prospects as requested by the board members, the CEO, the Fundraising Events team and Development staff, while conducting regular wealth screening projects to identify prospect donors. The Manager ensures that appropriate information is added to and maintained in the database and manages the creation of reports to promote their use among gift officers.

Essential Functions & Responsibilities

Supports the Board of Governors, the CEO, and CPO by identifying and researching potential members of the Board of Governors and Advisory Council, providing research profiles for candidates being presented and attending board committee meetings as requested.

Conducts periodic database wealth & philanthropy screenings, analyzes the results, identifies viable new prospects, and recommends gift officer assignments to the appropriate Development leadership.

Helps gift officers maximize the value of their portfolios of donors by routinely analyzing their donors’ giving propensity and evaluating unassigned donors. Builds portfolios for new gift officers with top prospects and regularly reviews all portfolios and prospects with the gift officers.

Provides individual research of donors and prospects as requested by the board members, the CEO, the Fundraising Events team and Development staff and presents individual research profiles.

Meets regularly with gift officers to enhance their solicitation plans. Leads Portfolio Management Meetings, driving the agenda and the conversations to support movement towards obtaining gifts by the frontline fundraising team.

Prepares reports for board members and leadership before their meetings with donors or prospects, and about event guests before elevated and major Development events.

Develops and maintains automated reports from the Tessitura database for briefing documents and tracking.

Maintains a library of reports and briefing documents that is shared with Development and selected administrative staff.

Develops and maintains relationships in Tessitura for the Symphony’s board and top donors; collaborates with the Board Liaison to maintain information about board member’s organizational affiliations and contact information.

Learns more about research tools and techniques and manages and procures research resources within the approved budget.

Provides periodic training for development staff in portfolio and moves management, basic research techniques, and appropriate data entry protocols for Tessitura.

Conducts job functions and activities in alignment with the principles of the SFS’s Diversity, Equity, and Inclusion (DEI) work, and supports the organization’s DEI work through participation in working groups and other initiatives as possible.

Other duties as assigned.

Qualifications

Minimum Qualifications

3‑5 years’ experience in research supporting individual, foundation, and corporate giving

Demonstrated commitment to protecting the confidentiality of SFS information

Demonstrated curiosity about people’s philanthropic behavior, motivations, and methods

2‑3 years’ experience working with individual gift officers on their portfolios

Strong analytical and problem‑solving skills.

Excellent communication skills, both written and verbal

Strong organizational skills, with ability to work independently and manage highly detailed tasks

Ability to professionally and diplomatically communicate and interact with a wide variety of internal and external stakeholders

Ability to handle multiple tasks and often‑changing priorities, and meet deadlines in a high‑volume, fast‑paced environment

Demonstrated proficiency in Windows operating systems, Microsoft Office (Word, Excel, PowerPoint, etc.) and a constituent relationship management (CRM) system (e.g., Tessitura or similar), and experience with Asana project management software,

Familiarity with and / or passion for orchestral music a plus.

The successful candidate is strategic, optimistic, and must possess a can‑do attitude.

Working Relationships

The internal and external constituents with whom this position most frequently interacts include :

Individual Giving team, Development Operations & Services team

CPO, Development Leadership Team, Board Relations Manager

CEO Office

EEO Statement

In alignment with the values statement above, the San Francisco Symphony is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

Salary

Salary :

$72,001 - $76,057 (Pay Grade J)

Schedule

Hybrid (2‑3 days in‑office required / Willing to consider remote working for the right candidate)

Regular Hours

9 am - 5 pm

Reports To

Director, Development Operations

Supervisory Responsibilities

None

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