Jobs · Consulting · Tennessee

Advisor, Portfolio Strategy & Solutions

University of Tennessee Foundation, Inc. · Knoxville, TN · 1 mo ago
ConsultingFull-time

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.

Qualifications

  • 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 Qualifications

  • 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

Application Process

  • Applications must include a completed candidate profile, cover letter, and resume.
  • Candidates selected to move forward in the evaluation process will be asked to provide contact information for three professional references.
  • References will not be contacted without explicit permission of the candidate.
  • When determining minimum qualifications, only information entered into the candidate profile can be considered.
  • Applicants must be legally authorized to work in the United States on a full-time basis without need now or in the future for sponsorship for employment visa status.

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

The Foundation

The University of Tennessee Foundation, Inc. is a not-for-profit 501(c)3 organization that serves as the preferred channel for private contributions benefiting students and faculty within the UT System.

The UT System

The University of Tennessee System is comprised of campuses at Knoxville, Chattanooga, Pulaski, Martin and the Health Science Center at Memphis; the Institute of Agriculture; and the Institute for Public Service.

Equal Opportunity Employer

The University of Tennessee Foundation, Inc. is an EEO/AA/Title VI/Title IX/Section 504/ADA/ADEA employer. All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, and parental status, or any other characteristic protected by federal or state law.

Similar jobs

Investment Advisor

State BankBowling Green, OH· 2 mo ago
Financeapply on workforcenow.adp.com

Investment Advisor

MassMutual PacificCity of Industry, CA· 1 wk ago
Financeapply on jsco.re

Investment Advisor

Navy Federal Credit UnionVienna, VA· 3 wk ago
Financeapply on jobs.talemetry.com

Financial Advisors

Savant Wealth ManagementDover, DE· 4 days ago
$150/hrapply on paycomonline.net

Financial Advisor

Suncoast Credit UnionGreater Tampa Bay Area· Yesterday
Finance$60k–$90k/yrapply on careers.suncoastcreditunion.com