Director of Prospect Intelligence

We need to output HTML fragment with sections: About the role? Actually the posting includes Position Summary, Duties and Responsibilities, What We Offer (Salary, Benefits), Qualifications. Also maybe "Where You Will Work" but that's location info; we can include as a short paragraph maybe under a section? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. Thus we need to decide which sections to include: About the role (position summary), Responsibilities (duties and responsibilities), Qualifications (minimum qualifications), Benefits (benefits info), Pay (salary range). Possibly also "Where You Will Work" could be part of About the role or separate? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can include About the role, Responsibilities, Qualifications, Benefits, Pay. Not include Requirements if not distinct; maybe we can combine qualifications as Requirements. But we have Qualifications section already. We'll include Qualifications heading. We need to preserve all substantive information. So we need to extract the position summary text, duties and responsibilities list, qualifications text, benefits and salary. We must not include boilerplate like Equal Opportunity Statement, etc. Also remove "Where You Will Work" maybe we can incorporate into About the role as a paragraph? It's substantive: location requirement (Colorado resident or able to relocate within a month, hybrid role). That's substantive; we could include it under About the role or maybe a separate section like "Location". But instruction only gives certain headings; we could put it under About the role as part of prose. We must not repeat job title. The job title is "Director of Prospect Intelligence". Not to repeat as heading. We need to format duties and responsibilities as

  • . The duties are many bullet-like sentences but not explicitly bullet list; they are paragraphs with sentences. We need to convert them into list items. We should preserve all substantive info; we can break each sentence or clause into list items. However we must not invent or summarize away detail. We can create list items for each distinct duty/responsibility. The original text under "Duties and Responsibilities:" includes many paragraphs each starting with a bold heading like "Strategic Leadership & Portfolio Solutions", "Prospect Intelligence & Research", etc. We could treat each bold heading as a section? But instruction says use
    • for any list of duties/requirements/benefits. So we need to make a list. Could we keep the headings as

      inside list? Not allowed; only

      for section headings. So we likely need to flatten into list items, preserving the content. We need to be careful not to lose info. Let's extract the duties and responsibilities section text: "Duties and responsibilities of the position include, but are not limited to: Strategic Leadership & Portfolio Solutions Design and lead an integrated Prospect Development operating model that connects prospect intelligence, research, portfolio management, qualification, analytics, and fundraiser enablement to provide a proactive, scalable, and consistent service to fundraisers and advancement leaders.Develop and execute a comprehensive strategy for prospect intelligence, portfolio management, and fundraiser enablement aligned with institutional fundraising priorities.Champion innovation across prospect development, portfolio strategy, and fundraiser enablement by evaluating and supporting the implementation of emerging technologies, AI-powered solutions, predictive analytics, and scalable approaches that enhance fundraising outcomes.Lead efforts to reimagine prospect development practices for the future, balancing proven methodologies with new technologies and data-driven strategies that increase organizational agility and effectiveness.Serve as a strategic advisor to advancement leadership regarding portfolio composition, prospect prioritization, pipeline development, and fundraising opportunity assessment.Partner with development leaders to strengthen fundraising capacity through effective portfolio management and prospect strategy.Represent CU Boulder Advancement on systemwide prospect intelligence, portfolio strategy, and fundraising effectiveness initiatives. Partner with peer multi-campus director on systemwide initiatives and ensure strong communication and resource sharing; collaborate to resolve prospect assignment disputes and university-wide top prospect strategies. Develop policies, standards, and best practices that support consistent portfolio management and prospect strategy across the division and in alignment with university-wide policies.Identify opportunities to improve organizational effectiveness through scalable solutions, process improvement, and strategic resource allocation. Prospect Intelligence & Research Oversee a comprehensive prospect intelligence program that supports annual, major, principal, and planned giving efforts, inclusive of affinity-based programs, such as parent giving and athletic programs.Shift prospect development from a predominantly request-driven model toward a proactive intelligence model that continuously identifies, prioritizes, and surfaces emerging opportunities for fundraisers and institutional priorities.Explore and work alongside CU Advancement’s data and technical governance group to implement and lead effective change management for new intelligence methodologies, data sources, predictive modeling techniques, and AI-enabled research tools to enhance prospect identification and philanthropic opportunity assessment.Lead proactive prospect identification efforts to uncover emerging philanthropic opportunities aligned with institutional priorities.Direct the preparation of prospect profiles, executive briefings, relationship maps, prospect assessments, and strategic intelligence reports.Ensure the delivery of accurate, timely, and actionable prospect intelligence that supports cultivation, solicitation, and stewardship strategies.Establish and maintain research standards, methodologies, and quality control practices.Monitor emerging trends and best practices in prospect research, wealth assessment, and philanthropic intelligence. Prospect Qualification & Referral Strategy Develop and oversee a division-wide prospect qualification framework that establishes consistent criteria, workflows, ownership, and decision points for evaluating and advancing prospective donors. Portfolio Strategy & Pipeline Development Lead portfolio optimization efforts that align prospect opportunity with fundraiser capacity and institutional priorities.Leverage advanced analytics, predictive insights, and emerging technologies to identify patterns, optimize portfolio performance, and uncover new pathways for donor engagement and qualification.Understand available CRM data and rules, data mart, reports, and related definitions/policies in order to troubleshoot and provide ad hoc data around performance metrics and the proposal pipeline.Develop and oversee processes for prospect assignment, qualification, reassignment, and disqualification.Partner with development leadership to assess portfolio health and identify opportunities to improve prospect movement and fundraising performance.Monitor donor pipeline strength and recommend strategies to strengthen future fundraising capacity.Support campaign planning efforts by identifying prospect opportunities, assessing pipeline readiness, and evaluating portfolio coverage across campaign priorities.Provide recommendations that help fundraisers focus their efforts on the highest-potential opportunities.Lead the development and evolution of prospect referral processes that enable fundraisers and campus partners to efficiently surface, assess, qualify, assign, and advance new opportunities. Fundraiser Enablement & Strategic Support Utilize and collaborate with Data Insights to develop innovative tools, dashboards, AI-enabled resources, and decision-support solutions that help fundraisers prioritize activity, personalize engagement, and maximize portfolio performance.Partner with Data Insights, Technology, and fundraising leaders to pilot and scale new approaches that improve donor identification, qualification, cultivation, and stewardship.Provide consultation and strategic guidance regarding donor strategy, prospect prioritization, and portfolio management practices.Promote adoption of portfolio management standards and best practices across the division.Lead the development of trainings and best practice documentation, internally and for customer use.Establish metrics and reporting to evaluate the effectiveness and impact of prospect development, including portfolio health, qualification and referral outcomes, prospect movement, service levels, adoption, and contribution to fundraising performance. Leadership, Supervision & Team Development Lead, mentor, and develop a team of analysts, currently three portfolio intelligence analysts and four research analystsBuild and develop a cross-functional team of Prospect Development liaisons with expertise in both prospect intelligence and portfolio strategy, enabling them to serve as trusted strategic partners to fundraisers and translate intelligence into actionable prospect and portfolio recommendations.Create annual and strategic operating plans; implement plans and evaluate and report on progressSupervise the Analysts’ workloads through queue management and Agile practices; ensure working standards to Service Level Agreements and Standard Operating Procedures. Establish team goals, priorities, performance expectations, and professional development plans.Foster a culture of collaboration, innovation, accountability, and customer service.Build strong partnerships across Advancement, campus stakeholders, and CU System Advancement colleagues.Ensure compliance with ethical standards, data privacy requirements, and industry best practices.Serve as a thought leader in system wide Prospect Development, contributing to the design of shared standards, methodologies, technology capabilities, and practices while advocating for Boulder’s fundraising needs and priorities." We need to turn that into list items. Could break by sentences. But we must preserve all info; we can keep each sentence as a list item. That will be many items but okay. Similarly for Qualifications: The text cut off: "Qualifications: Minimum Qualifications: Please include all relevant experience in your resume to be accurately assessed against these qualifications. You must meet all minimum requirements at the time of application to be considered for this role. Bachelor’s degree from a". It seems truncated. We need to preserve whatever is there. The posting cut off at "Bachelor’s degree from a". Likely the original had more but we only have that. We must preserve that exactly as given. So we will include that text as is. Benefits: "Benefits: For more information on benefits programs, please review our Comprehensive Benefits Guide." That's not specific; it's a placeholder. According to instruction, we should not create Benefits section unless posting actually states them. It does state a sentence but it's not specific benefit details; it's a referral. It's still substantive? It says "For more information on benefits programs, please review our Comprehensive Benefits Guide." That's not a specific benefit; it's a pointer. The instruction says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state a benefits sentence, but it's not specific benefit details. However it's still stating something about benefits. I'd include a Benefits section with that sentence as a

      . It's not filler like "commensurate with experience". It's a specific statement. So include. Pay: "Salary: The anticipated hiring range has been established at $137,000-$150,000." That's specific; include Pay section. Now About the role: We need to include position summary and maybe where you will work. The position summary paragraph: "Position Summary: The Director of Prospect Intelligence is a centralized University of Colorado System Advancement position embedded within CU Boulder Advancement and provides strategic leadership for CU Boulder Advancement's prospect intelligence and research, portfolio strategy, and fundraiser enablement functions. This new position reports to the Sr Director of Portfolio Intelligence, Research, & Data Management within CU System Advancement and has a dotted line relationship with Executive Director of Development Operations within CU Boulder Advancement. This position serves as a vital bridge between enterprise advancement intelligence efforts and campus fundraising operations. The Director will build the first embedded prospect development function at Boulder, leading efforts to accelerate campaign readiness, strengthen pipeline health, and deliver strategic intelligence to fundraising leadership. This position champions a proactive, solutions-oriented approach that advances the organization from a transactional research model toward a strategic intelligence function focused on fundraising outcomes, operational excellence, and long-term growth. The role requires a builder who can move quickly, establish new processes, and drive measurable results in support of a large comprehensive campaign. This Director will play a critical role in helping CU Boulder Advancement modernize its prospect development and portfolio strategy functions through the thoughtful application of emerging technologies, advanced analytics