Director, Endowments & Account Management

About the role

Leads the team of Account Analysts and Managers that monitor all Philanthropic funds for the entire University. Partners with Chairs, Deans, and University leadership to advise action to bring gift accounts into compliance with donor, Institution, or UT System policies. Creates and leads implementation of training programs for the Institution related to Philanthropic gift usage.

Responsibilities

• Works closely with Institutional Leadership to ensure endowment and current use funds are appropriately used according to the gift agreement, Accounting, and UT System policies.
• Manages the Endowment Database and maintains records for the 800+ permanent endowments held by UT Health San Antonio.
• Provides regular updates on use of funds to appropriate team members for timely reporting to donors.
• Coordinates faculty appointment process for all academic endowments with Deans.
• Educates partners across campus on gift, endowment, and fund group policies.
• Oversees the development and implementation of a regular reporting program to the President, VP of AAE, Compliance Committee, and UT System related to Endowed and Current Fund Usage.
• Provides supervision and management duties including interviewing, selecting, and training employees; planning and directing work; appraising productivity and efficiency; handling complaints/grievances, and disciplining when necessary.
• Develops, revises, and makes recommendations on IA-related policies in the Handbook of Operating Policies and Procedures Manual.
• Performs other duties as assigned.

Requirements

• Knowledge of administrative compliance, financial reporting, and applicable business practices and procedures.
• Knowledge of and ability to influence budgeting, controlling costs, planning, scheduling, and procedural change.
• Knowledge of all endowment and other restricted fund group policies.
• Ability to work cooperatively with administrative partners across the institution.
• Ability to multitask and work cooperatively with others; attention to detail.
• Ability to handle highly confidential information with professionalism and integrity.
• Proficient with Microsoft Office (Word, Excel, Outlook, etc.), databases, and Adobe.
• Excellent verbal and written communication skills.
• 5-7 years of related accounting or business experience.

About Us

The University of Texas at San Antonio (UT San Antonio) is a nationally recognized, top-tier public research university that unites the power of higher education, biomedical discovery, and healthcare within one visionary institution. As the third-largest research university in Texas and a Carnegie R1-designated institution, UT San Antonio is a model of access and excellence — advancing knowledge, social mobility, and public health across South Texas and beyond. UT San Antonio serves approximately 42,000 students in 320 academic programs spanning science, engineering, medicine, health, liberal arts, AI, cybersecurity, business, education, and more. With 17,000 faculty and staff, UT San Antonio has been recognized by Forbes as one of America’s Best Employers for Company Culture.

Benefits

• Medical: UT SELECT Medical insurance is offered free for employees and administered by Blue Cross and Blue Shield of Texas. Family members can be added to the plan through payroll deduction. Employees and their dependents receive discounted copays and coinsurance when using UT Health Physicians, a network of 800 premier physicians including more than 100 specialists.
• Life Insurance: Employees receive $50,000 of group term life insurance and $50,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage at group rates.
• Dental: Three dental insurance plan options are available for employees and their families through Delta Dental Insurance Company: two PPOs and one dental HMO plan. Both PPO plans allow employees to choose any licensed dentist.
• Vision: Fully insured Vision Care benefits are offered by Superior Vision Services. Two vision plan options provide either standard or enhanced vision benefits.
• Disability: Employees can enroll in Disability Insurance, which provides income if a non-work-related illness or injury prevents you from working.
• Flexible Spending Accounts (FSAs): Employees can enroll in FSAs to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses.
• Retirement: Employees are eligible for either the Teacher Retirement System (TRS) or the Optional Retirement Plan (ORP). TRS is a defined benefit retirement plan where UT Health matches employee contributions. ORP is for eligible faculty and staff employees. Voluntary retirement programs are also available to invest before- or after-tax dollars with the choice of five quality retirement plan providers.
• Time Off:
  • Front-loaded Paid Time Off: 128 to 208 hours (16 to 26 days) of Paid Time Off based on years of service, given at the start of each fiscal year. PTO may be prorated in year one based on date of hire.
  • Extended Illness Bank: 8 hours (1 day) accrued per month, which can be used for illness or injury after one day of Paid Time Off is taken.
  • Paid Family Leave: Up to 240 hours (6 weeks) to care for a spouse, child, or parent after 6 months of consecutive employment.
  • Holidays: 12 set paid holidays each year.
• Discounts: Employees enjoy a range of discounts on services, tickets, and gym memberships.