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National MS Society · 9 hours ago

Director, Portfolio Management

United States

Full-time

Remote

Lead/Staff, Director/Executive

$75K/yr - $85K/yr

5+ years exp

The National MS Society is dedicated to driving research for a cure and addressing the challenges faced by those affected by MS. The Director of Portfolio Management will play a pivotal role in enhancing the organization's fundraising strategies by managing donor portfolios and providing data-driven insights to support fundraising efforts.

EducationMedicalNon Profit

Responsibilities

Identify opportunities within portfolios Society-wide to grow revenue and pipeline for

Partner with fundraising teams to review and rebalance portfolios while aligning resources, focusing on Individual Giving and Community Leadership

Design comprehensive donor demographic coding in collaboration with Technology, Development Operations, and Prospect Research

Develop and execute models that track portfolio metrics and KPIs: upgrades, downgrades, retention, validation, qualification, and disqualification

Produce clear, data-rich portfolio reporting and dashboards, in partnership with Development Operations, that support decision-making across development functions

Ensure high standards of data integrity, compliance, and confidentiality in all portfolio practices

Continuously evaluate and optimize portfolio tools, AI applications, and systems to enhance efficiency and accuracy

Create and maintain training materials and onboarding materials to support adoption and efficiency

Participate in Society work teams as assigned

Participate as an active member of the Society’s Donor Relations & Operations team, contributing to annual team operating goals

Qualification

Portfolio managementData managementDonor prospect identificationSalesforceKPI developmentData reportingTraining material creationContinuous improvement mindsetCommunication skillsProject managementRelationship buildingAdaptability

Required

2+ years of nonprofit experience

5+ years of data management or portfolio management experience

Progressive experience with increasing levels of responsibility in development, advancement services, or portfolio management

Proven expertise in donor and prospect identification, validation, qualification, and analysis to inform portfolio strategy

Experience developing or managing portfolio KPIs (retention, upgrades, downgrades, movement, qualification/disqualification)

Proficient in data management best practices, including data hygiene, reporting, and query development to support performance and strategy

Exceptional communication skills, including delivering sensitive portfolio or pipeline feedback in a supportive, constructive manner

Exceptional project management and strategic planning skills

Experience using screening platforms (iWave, Windfall, WealthEngine, LexisNexis) preferred

Experience with Salesforce (preferred) or equivalent CRM database

Strong computer skills: MS Office XP, Database/Reporting tools, Outlook, Microsoft Teams and Internet

Comfortable synthesizing large quantities of information into concise, actionable insights

Comfort working in ambiguity while building structure, frameworks, and clarity for the organization

Commitment to equitable data practices and inclusive portfolio strategies that reflect diverse communities

Curiosity, adaptability, and a continuous-improvement mindset

Passion for the mission of the National MS Society and enthusiasm for advancing transformational philanthropy

Ability to balance speed and accuracy in a high-volume, deadline-driven environment

Preferred

1+ year of CRM training, Salesforce preferred

Strong skills in relationship building and working across multiple departments preferred

Strong partnership and relationship-building skills, with the ability to advise fundraisers and influence without authority

Ability to design, refine, and implement scalable processes, workflows, and portfolio governance frameworks

Experience supporting a major fundraising campaign or large multi-year growth initiative

Experience leading or supporting change management initiatives, including driving stakeholder adoption of new tools or processes

Ability to create training, onboarding, or guidance materials to support fundraisers in using portfolio tools effectively

Benefits

Paid Time Off Plan

Paid Holidays

401k Retirement Savings Plan with Society match

Commuter Benefit Plan

Comprehensive Health & Welfare benefits including Medical, Dental, Vision, Flex Spending Accounts, Life Insurance, Disability Coverage, Spring Health Membership offering free therapy and professional coaching

Additional voluntary benefit offerings