Sr ED Transformational Philanthropy-Portfolio and Operations Management (Remote) - City of Hope
APRA Indiana · Hope, AK · 5 days ago
$72.79–$121.55/hrPart-time
About the role
The Senior Executive Director, Transformational Philanthropy – Portfolio and Operations Management is a strategic leader within the Office of Philanthropy, responsible for driving operational excellence, portfolio strategy, and early-stage donor cycle management for the Transformational Gifts (TG) program.
Responsibilities
- Serve as lead operations partner to one or more frontline Transformational Gift Officers (TGOs), providing strategic portfolio insight, moves management oversight, and operational guidance.
- Oversee and facilitate overall department operations in partnership with the AVP, ensuring staff deployment and resources are aligned to program priorities.
- Manage day-to-day team operations, including running weekly team huddles and establishing clear workflows and accountability measures.
- Oversee scheduling and coordination for Chief Philanthropy Officer (CPO), CEO, Market Managers (MM), Clinical Program (CP) leaders, and other key team meetings.
- Support preparation for and execution of Transformational Gifts retreats and leadership convenings.
- Manage project administrators, executive assistants (EAs), and coordinators, providing direction, coaching, and performance oversight.
- Manage departmental budget, oversee the Asana platform for TG project tracking, and ensure proper allocation of operational resources.
- Develop and maintain the TG resource library, process documentation, prospect strategy worksheets, and presentation materials.
- Direct onboarding and training initiatives for TG team members to ensure consistent adoption of processes and systems.
- Manage the overall TG portfolio, serving as the primary liaison with Prospect Research and Intelligence (PRIM) on pipeline development and portfolio management strategy.
- Participate in all TGO portfolio review meetings, support portfolio optimization, and lead Moves Management meetings.
- Develop and monitor program KPIs and analytics, coordinating with Finance on TG forecasting and partnering with Principal Gifts operations on alignment.
- Build and execute a robust prospect qualification process, including comprehensive research assembly and relationship mapping.
- Partner with PRIM to recommend prospect assignments and facilitate new prospect intake and strategy alignment meetings with TGOs and prospect team members.
Qualifications
- Bachelor’s degree in business, philanthropy, data analytics, or a related field (or equivalent combination of education and additional experience).
- 7+ years of progressive experience in prospect research, philanthropy operations, development, or related nonprofit fundraising environments, including supervisory experience.
- Demonstrated experience managing complex fundraising portfolios and supporting frontline fundraising teams (Major, Principal, or Transformational Gifts).
- Strong analytical skills with experience developing and monitoring KPIs, forecasting revenue, and leveraging CRM and data systems to inform strategy.
- Proven project management expertise, including experience managing cross-functional initiatives and operational platforms such as Asana or similar tools.
- Experience partnering with finance and business teams to support budget oversight and revenue forecasting.
- Exceptional organizational and people management skills, with experience supervising administrators, coordinators, or operations staff.
- Strong written and verbal communication skills, with the ability to facilitate strategy meetings and executive-level discussions.
- Ability to thrive in a fast-paced, entrepreneurial, and metrics-driven environment within a complex healthcare or academic institution.