Prospect Research Manager

Posted Yesterday
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La Jolla, CA, USA
In-Office
90K-105K Annually
Senior level
Other
The Role
Manage prospect research and moves management for major gift officers. Identify and screen prospects (parents, alumni, community supporters), prepare briefing documents and reports, maintain Raiser's Edge records, support targeted prospect lists, and safeguard confidential donor information to build the major gift pipeline.
Summary Generated by Built In

Founded in 1909 and affiliated with the Episcopal Church, The Bishop’s School is an independent, all gender college-preparatory school for 800 students in grades six through twelve. The School is located on a historic campus in the heart of La Jolla, just 10 miles north of downtown San Diego. With a student-teacher ratio of approximately 9 to 1, Bishop’s is known for academic, artistic, and athletic excellence while celebrating character development, diversity, inclusion, and belonging. Last year’s applicant pool drew from 72 zip codes and 168 middle and high schools throughout San Diego County and beyond. Fifty-one percent of the student population self-identify as students of color. Additionally, over $4 million in need-based grants is awarded annually.
The Bishop's School seeks a Prospect Research Manager with immediate start.

Reporting to the Senior Director of Major and Principal Gifts (SFMPG) the Prospect Research Manager (PRM) is responsible for maintaining gift officer portfolios, conducting prospect research and assisting the Major Gift team with day-to-day operations. Working closely with the Chief Advancement Officer and frontline fundraisers, the PRM plays a crucial role in managing the moves management process for all fundraisers on staff, supporting gift officers in preparation for and appropriate wrap up of prospect meetings, and building the major gift pipeline.  
This is a 12-month per year on site position with office space in the center of The Village of La Jolla. S
ome schedule flexibility may be offered during periods when school is not in session.

Responsibilities Include:

  • Design and implement a proactive prospect identification program focused on current parents, alumni, alumni parents, grandparents, and community supporters
  • Manages gift officer portfolios through a detailed moves management process and regular portfolio review meetings
  • Leverage wealth screening tools, philanthropic indicators, and community knowledge to assess giving capacity and inclination, translating data into actionable insights for advancement strategy
  • Prepare briefing documents and summary reports for Head of School, Chief Advancement Officer and other gift officers upon request
  • Effectively utilize Raiser’s Edge database and record keeping systems for information storage and retrieval
  • Assist Database Manager and Major Gift team in producing targeted prospect lists
  • Manage and safeguard confidential information, ensuring the highest standards of privacy and discretion at all times
  • Perform with a team approach, other duties as assigned

Required Qualifications:

  • Bachelor’s degree is required; advanced degree preferred
  • A minimum of five years of experience in an advancement office, including two years of prospect research and/or advancement services experience
  • Working knowledge of third-party wealth screening databases, such as LexisNexis, WealthX, and DonorSearch
  • Experience with Raiser’s Edge is highly preferred
  • Intermediate proficiency with Google Workspace and aptitude for learning new technology

Core Competencies:

  • Uphold the School’s Core Values
  • Demonstrate professionalism and tact
  • Stay up to date on industry standards, trends, developments and legal updates
  • Make timely and ethical decisions both systematically and under pressure
  • Maintain a clean, safe, and organized work area
Anticipated compensation for this position is $90,000 - $105,000, annually based on experience.
Along with generous compensation The Bishop's School is pleased to be able to offer a menu of medical plan options, dental and vision plans, generous retirement plan contribution plus match, paid vacation, numerous paid holidays throughout the year, and daily lunch prepared by the School's Food Service team when school is in session. Electric car charging stations are conveniently located in the School's parking garage and reserved for employee use.
Interested candidates are invited to submit a current resume and cover letter using the link provided.

 


 

 


 

Skills Required

  • Bachelor's degree
  • Advanced degree
  • Minimum of five years of experience in an advancement office
  • At least two years of prospect research and/or advancement services experience
  • Working knowledge of third-party wealth screening databases (e.g., LexisNexis, WealthX, DonorSearch)
  • Experience with Raiser's Edge
  • Intermediate proficiency with Google Workspace
  • Aptitude for learning new technology
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The Company
140 Employees
Year Founded: 1864

What We Do

The Bishop's School in La Jolla, California is an independent college-preparatory day school serving students in grades six through twelve. Founded in 1909 and affiliated with the Episcopal Church, it nurtures students of intellect and character to think independently, learn collaboratively, and act with greater purpose.

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