Advisor, Portfolio Strategy & Solutions jobs in United States
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University of Tennessee Foundation, Inc. · 1 month ago

Advisor, Portfolio Strategy & Solutions

The University of Tennessee Foundation, Inc. is seeking an Advisor for Portfolio Strategy and Solutions to enhance the strategic capacity of Development unit leaders. This role involves collaborating with the Prospect Development team to optimize workflows and provide advisory support to improve Development Officer production.

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Responsibilities

Collaborate with fellow Prospect Development team members to inform the refinement of workflows and business processes that will effectively maintain and monitor the University of Tennessee system-wide portfolio while further segmenting the System-wide portfolio into institutional portfolios, institute portfolios, unit-based portfolios, individual Development Officer portfolios, and prospect pools—all with a goal of ensuring dynamic and optimized prospect assignment across the pipeline
Proactively serve as a professional advisor who is laser focused on identifying and addressing barriers to Development Officer production
Monitor overall integrity of performance metrics for Development Officers and collaborate with prospect development colleagues and Central Services colleagues to ensure respective dashboards and reports are accurate, clear, and accessible

Qualification

Data analysisStrategic planningPhilanthropic experienceCRM utilizationChange managementAnalytical skillsInterpersonal skillsCommunication skills

Required

Bachelor's degree
1+ years of experience in roles that require translating data and analysis to generate actionable strategy and solutions that drive business outcomes
An entrepreneurial mindset with strong strategic planning capabilities and business intelligence acumen
Experience working within a decentralized work environment, in a collaborative service role leading complex projects
A broad understanding of diverse prospect bases spanning the full scope of UTFI's enterprise, i.e. business, engineering, arts & sciences, agriculture, athletics, grateful patients, and friends of the institution
Excellent analytical, communication, and interpersonal skills
A valid driver's license with an acceptable driving record is required due to travel responsibilities of the position

Preferred

Master's degree
Philanthropic experience, including fundraising, prospect development, prospect management, portfolio development and the use of analytic tools
Experience utilizing CRMs; Salesforce preferred
Change management experience
Experience developing and leading trainings, and/or experience teaching or advising professional staff

Benefits

Generous paid leave , accruing 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

Company

University of Tennessee Foundation, Inc.

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The Foundation’s mission is to raise financial, public and political support for the University of Tennessee.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase