Pipeline Development Research Director - Wharton External Affairs (Hybrid Eligible)

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Employers By State in 2021.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

COVID-19 vaccination is a requirement for all positions at the University of Pennsylvania. New hires are expected to be fully vaccinated before beginning work at the University. For more information about Penn's vaccine requirements and the use of Penn Open Pass, visit the Penn COVID-19 Response website for the latest information.

Posted Job Title
Pipeline Development Research Director - Wharton External Affairs (Hybrid Eligible)

Job Profile Title
Director B

Job Description Summary
Wharton External Affairs engages alumni and friends in meaningful, lifelong relationships with the School, sustaining and strengthening a culture of giving that creates positive impact among students and communities worldwide. Four distinct teams within External Affairs - Operations, Development, Alumni Relations, and Communications - work collaboratively across the School and the University to secure philanthropic commitments that empower teaching and learning, research, and dynamic programs that comprise a leading global business education. Wharton celebrates diversity, equity, inclusion, and belonging among its esteemed students, faculty, staff, and alumni.

Job Description

Reporting to the Director of Research & Prospect Management, the Pipeline Development Research Director will help design and lead the research strategy for prospect pipeline development from annual giving through major gifts by managing a comprehensive discovery and tracking process. The position will be focused on identifying new prospects, presenting them to both the Research & Prospect Management and Development teams, and then tracking the longer-term prospects for continued engagement with the School.

The Pipeline Development Research Director's role will be to focus specifically on those prospects who are not selected for Wharton development portfolios for near-term solicitation, but who should be engaged with School, both to increase support for the School's current priorities and to develop a pipeline of support for future initiatives that may emerge during the next campaign and in the years ahead. The position requires a specialized skill set, combining research and prospect management experience, business intelligence, process building, and data fluency.

The Pipeline Development Research Director is responsible for designing and running the weekly and monthly alignment processes through which the WHEA Research/PM and Senior Development teams partner to review new leads. The Pipeline Development Research Director is also responsible for preparing capacity ratings and basic bios for all identified prospects not added to portfolios and for any background needed for engagement events. This includes both international and domestic prospects. As prospects are identified, the Pipeline Development Director will make the background available as a resource to colleagues for current and future projects in Wharton External Affairs and for fundraising. The position may be required to prepare strategy and engagement plans as needed for prospects not in portfolios, depending on the University's prospect management policies and other TBD processes associated with the implementation of a new CRM.

DUTIES:
Reporting to the Director of Research and Prospect Management, the Pipeline Development Research Director in Wharton External Affairs is responsible for prospect pipeline development from annual giving through principal giving by managing a comprehensive discovery and tracking process for identifying new prospects, presenting them to the Research & Prospect Management and Development teams as potential portfolio additions, and for tracking longer term prospects for continued engagement with the School .

QUALIFICATIONS :
BA/BS and 5-7 years of research, prospect management, or fundraising experience in a complex organization; or equivalent combination of education and experience. Experience managing projects, working collaboratively as well as independently to achieve team goals and best outcomes. Demonstrated data analysis and business intelligence skills. Ability to use tools such as Qlikview to support prospecting needs for Wharton initiatives and to provide data analysis on donors. Experience in creating and managing new processes within a team and across multiple fundraising teams.

REQUIRED DOCUMENTS :
Cover Letter

Resume

Job Location - City, State
Philadelphia, Pennsylvania
Hybrid Eligible - This position is eligible for a hybrid work schedule with a work week divided between working onsite and working remotely.

Department / School
Wharton School

Pay Range
$61,046.00 - $95,972.00
Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile.

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

Health, Life, and Flexible Spending Accounts : Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.

Tuition : Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.

Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.

Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.

Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.

Wellness and Work-life Resources : Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.

Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.

University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.

Discounts and Special Services : From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.

Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.

Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.

Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay