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AVP Prospect Research and Portfolio Management
Principle and Leadership Portfolio Strategy
Principal Giving Prospect Development
Ultra-High Net Worth Prospect Research
Not a remote position.
Must reside in the greater Phoenix / Scottsdale metropolitan area.
Overview Looking to be part of something more meaningful? At HonorHealth, you’ll be part of a team, creating a multi-dimensional care experience for our patients. You’ll have opportunities to make a difference.
From our Ambassador Movement to our robust training and development programs, you can select where and how you want to make an impact. HonorHealth offers a diverse benefits portfolio for our full-time and part-time team members designed to help you and your family live your best lives. Visit honorhealth.com/benefits to learn more.
Join us. Let’s go beyond expectations and transform healthcare together. HonorHealth is one of Arizona’s largest nonprofit healthcare systems, serving a population of five million people in the greater Phoenix metropolitan area.
The comprehensive network encompasses six acute-care hospitals, an extensive medical group with primary, specialty and urgent care services, a cancer care network, outpatient surgery centers, clinical research, medical education, a foundation, an accountable care organization, community services and more. With nearly 17,000 team members, 3,700 affiliated providers and close to 2,000 volunteers dedicated to providing high quality care, HonorHealth strives to go beyond the expectations of a traditional healthcare system to improve the health and well-being of communities across Arizona. Learn more at HonorHealth.com.
Responsibilities Job Summary
This position serves as an essential member of the Technology & Data Analytics team to support Foundation Development Divisions / Gift Officers. This AVP strategically utilizes ethically gathered prospect and donor information necessary to identify, qualify, cultivate, solicit, and steward engaged relationships in support of HonorHealth.
Primary responsibilities include conducting ongoing data analysis, strategy development, matrix stage prospect management, individual prospect research and profile development, and supervising prospect research vendor(s) / researcher(s). This AVP of Portfolio Moves and Prospect Research reports to the VP of Portfolio and Pipeline Analytics, while also collaborating closely with Database Analysts to generate, oversee, and monitor reporting of portfolio key performance indicators (KPIs).
Essential Functions
Prospect & Portfolio Management: Oversee all aspects of the prospect management system. Provide direct preparation and support of monthly portfolio review meetings with all Gift Officers / teams, ensuring that actions, strategies, and revenue projections are being accurately uploaded to the database. Manage the assignment of prospects, referrals, and donors in collaboration with Foundation and Development Leadership so that fundraising activity is coordinated, and prospects are moved successfully through the solicitation cycle.
Establish prospect pipeline guidelines and workflows that ensure a steady flow of new prospects, while maintaining accountability to the Moves Matrix stages and associated timing / expectations. Customize pipeline strategies for high capacity and affinity donors / prospects to better identify and strategize next steps. Working in close collaboration with all leaders, while partnering to carry out comprehensive procedures to ensure quality and consistency across all activities related to prospect management.
Prospect Identification & Research: Implement a comprehensive program of quality prospect research to support cultivation and solicitation activity by Foundation Gift Officers and Volunteers, as appropriate. Proactively manage alerts and other proactive research tools to keep fundraisers current on donors / prospects. Assess current prospecting and research procedures, making recommendations to improve existing processes.
Ensure that current research activities are aligned with organizational fundraising priorities and revenue goals. Create structures to better visualize network connections and relationships that allow identification of strong, potential donors / prospects with the help of volunteer or stakeholder engagement. Guide and inform database screening and analysis in close collaboration with Technology and Data Analytics Leadership.
Incorporate new data elements into current research systems to uncover new donors and update information on current prospects.
Prospect Strategy Tracking: Provide analysis of pipeline activity and movement to drive strategic planning, including donor journey assessments. Collaborate with Database Analysts to make recommendations for database modifications needed to support effective reporting and analysis. Ensure that highest quality KPIS, metrics, and standar