Assistant Director of Prospect Research and Management

Posted 2 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
60K-95K Annually
Junior
Edtech
The Role
Conduct prospect research, capacity and affinity analysis, relationship mapping, and research briefings for university fundraisers and leadership. Coordinate prospect management workflows, portfolio assignments, pipeline tracking, moves management, database updates, dashboards, and recurring reporting. Identify major and principal gift prospects, monitor prospect activity, support events and campaign initiatives, and provide actionable insights for qualification, cultivation, and solicitation strategies.
Summary Generated by Built In
ABOUT SIMMONS

Located in Boston’s historic Fenway area, Simmons University has a strong tradition of empowering women and challenging traditional gender roles. Simmons was founded for equality 125 years ago as one of the first higher education institutions dedicated to helping women become leaders. Today, our university continues to grow and evolve and now offers Boston’s only women’s undergraduate program and graduate programs open to all. 

 

You’re joining our community at an especially exciting time as we continue to innovate for the future. Simmons recently launched a six-school academic structure that leverages our expert faculty and longstanding expertise in professions that make our communities stronger. In addition, we continue to highlight our high-value education proposition that is delivering greater ROI to students and putting them on the fast track to career growth and success. You’ll find that people who work here truly believe in our mission of preparing students to become social justice-oriented leaders who excel in their professions and their communities. This commitment and pride make for a dynamic workplace.

As a university that values diversity, equity, and inclusion, Simmons encourages applications from all under-represented groups. Simmons is committed to creating, developing, promoting, and enhancing inclusive hiring practices–at all levels, for all positions–ensuring diverse talent pools and the delivery of a consistent positive candidate experience. Simmons is an equal opportunity employer and is committed to continuing to develop a more diverse faculty, staff, student body, and curriculum.

JOB SUMMARY

Simmons University Advancement is seeking an analytical, organized, and collaborative individual to serve as Assistant Director of Prospect Research and Management. As a key member of the Advancement team, the Assistant Director conducts prospect research and analysis and serves as the operational coordinator for the University’s prospect management program

Reporting to the Senior Director of Advancement Services, the Assistant Director manages prospect research, portfolio administration, pipeline tracking, research intake, data, reporting, and prospect management workflows. Working closely with Development and fundraisers, the position ensures research is actionable, pipelines are actively managed, and decisions translate into effective follow-up. Under the direction of the Senior Director, the Assistant Director analyzes prospect capacity, affinity, relationships, and engagement to identify opportunities and inform qualification, cultivation, and solicitation strategies across the prospect lifecycle. 

This role is ideal for a prospect development professional who has established foundational skills in researching, identifying, evaluating, and tracking philanthropic prospects. The Assistant Director will contribute to a collaborative prospect development team working to strengthen the University’s major and principal gifts pipeline. 

ESSENTIAL JOB FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Prospect Research & Analysis

  • Conduct proactive and responsive prospect research using a variety of tools and sources.

  • Review, synthesize, and document biographical, professional, financial, philanthropic, relationship, engagement, and donor information to assess capacity and inclination.

  • Prepare clear, concise, actionable prospect profiles, event briefings, research summaries, and other research products for fundraisers and University leadership.

  • Conduct capacity assessments and develop research-informed recommendations on giving capacities and ask amounts.

  • Conduct affinity analysis and relationship mapping to identify connections, interests, philanthropic motivations, and potential pathways for engagement.

  • Coordinate the timely delivery of accurate prospect research findings to prospect managers to facilitate relationship building.

  • Monitor news and alerts on prospects and share relevant updates with fundraisers.

  • Proactively identify and recommend new major and principal gift prospects aligned with institutional fundraising priorities.

Prospect Management

  • Serve as the operational coordinator for the University’s prospect management program, helping ensure consistent execution of established prospect management policies, processes, and workflows.

  • Support the implementation and continuous improvement of standard moves management and prospect management workflows.

  • Maintain and update prospect records, including assignments, opportunities, moves, ratings, engagement activity, and research documentation in the donor database.

  • Assist with recurring  portfolio review processes, prospect pipeline tracking, and periodically review assigned and unassigned prospects to assess the potential value of Simmons’ development pipeline.

  • Track prospect management actions and tasks, identify overdue or incomplete activity, and coordinate appropriate follow-up to support accountability and pipeline movement.

  • Contribute to meetings and reporting on prospect activity and pipeline health.

  • Coordinate prospect management workflows related to Advancement events and other engagement activity, helping identify and route constituents for appropriate research, qualification, assignment, or fundraiser follow-up.

  • Manage prospect pipeline dashboards and recurring reporting related to portfolio activity, assignments, opportunities, moves management, qualification activity, solicitation planning, and overall pipeline health.

  • Participate in and appropriately facilitate team meetings and contribute research to support prospect strategy discussions.

OTHER DUTIES AND RESPONSIBILITIES

  • Assist with special projects, campaign activities, and Advancement-wide events and initiatives as needed. 

  • Participate in professional development activities and remain current on prospect development research methods, tools, technologies, and practices.

  • Support team projects related to prospect development and analytics.

  • Other duties as assigned.

REQUIRED QUALIFICATIONS

  • Bachelor’s degree required

  • 1–3 years of experience in prospect research, advancement services, or a related field

  • High level of proficiency in prospect research tools (e.g., iWave, LexisNexis, Foundation Directory, LinkedIn, etc.) and prospect management concepts (moves management, ratings, strategic assignments, pipeline development)

  • Exceptional research, analytical, and writing skills

  • Outstanding skills in word processing, spreadsheets, and CRM systems

  • Strong organizational skills with the ability to independently prioritize multiple tasks in a fast-paced environment

  • Effective communication skills, both written and verbal, with an emphasis on clarity and professionalism

  • Ability to synthesize complex information into clear, actionable insights

PREFERRED QUALIFICATIONS

  • Experience in higher education

  • Experience with Raiser's Edge NXT or similar CRM

COMPETENCIES

  • Highest level of integrity and judgment in dealing with confidential and sensitive information.

  • Exceptional attention to detail and accuracy, with strong analytical, time-management, and organizational skills.

  • Intellectually curious, creative, flexible, and resourceful.

  • Collaborative and service-oriented mindset.

  • A commitment to social justice/social impact, strong interpersonal skills, and a demonstrated ability to work with individuals across different identities, backgrounds,  and abilities. 

  • The ideal candidate will be positive, reliable, committed to building strong working relationships, and eager to learn and grow.

 

WORK ENVIRONMENT & CONDITIONS/PHYSICAL DEMANDS

  • This is a full-time salaried position with occasional night and weekend requests.

  • Eligible for a flexible, hybrid work setting structure. 

  • Extended periods of computer use. 

  • Periodic on-campus presence for Advancement events and other university activities.

In accordance with applicable pay transparency laws effective October 29, 2025, Simmons University is committed to pay equity, transparency and clear communication throughout the hiring process. The hourly or annual salary range for this position is:

S08$60,100.00 - $95,400.00

This is a benefits-eligible position.


Actual compensation will be based on factors such as experience, education, skills, equity, and external market benchmarks that help guide compensation decisions. Our compensation philosophy is centered around a comprehensive package that includes pay, health benefits, and retirement savings offerings that can be seen here, as well as work-life balance initiatives such as flexible hours and remote work opportunities. We are committed to offering a package that empowers individuals to thrive in their roles, contribute meaningfully, and lead with confidence.


Instructions to Applicants: Please upload all applicable application materials (e.g. resume/cv, cover letter, writing sample, teaching philosophy, etc.) in the Application Materials box on page 2 ("My Experience") of this application. Documents can be uploaded individually or as a combined document (e.g. PDF).

Simmons University is committed to inclusive excellence in all aspects of an individual’s community experience. As a university committed to diversity, equity, and inclusion, Simmons encourages applications from all under-represented groups. Simmons is committed to creating, developing, promoting, and enhancing inclusive hiring practices–at all levels, for all positions–ensuring diverse talent pools and the delivery of a consistent positive candidate experience. Simmons is an equal opportunity employer and is committed to continuing to develop a more diverse faculty, staff, student body, and curriculum.

Skills Required

  • Bachelor's degree
  • 1-3 years of experience in prospect research, advancement services, or a related field
  • High proficiency with prospect research tools such as iWave, LexisNexis, Foundation Directory, and LinkedIn
  • Knowledge of prospect management concepts, including moves management, ratings, strategic assignments, and pipeline development
  • Exceptional research, analytical, and writing skills
  • Strong word processing, spreadsheet, and CRM skills
  • Strong organizational skills and ability to prioritize multiple tasks independently
  • Effective written and verbal communication skills
  • Ability to synthesize complex information into clear, actionable insights
  • Experience in higher education
  • Experience with Raiser's Edge NXT or a similar CRM
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The Company
HQ: Boston, MA

What We Do

Simmons University is a private university located in Boston, Massachusetts, offering undergraduate education for women and graduate programs for all genders.

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