Prospect Research Manager at The Bishop's School in San Diego, California

Job Description:

About The Bishops School

Founded in 1909 and affiliated with the Episcopal Church, The Bishops School is an independent, all gender college-preparatory day school for 800 students in grades six through twelve 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, Bishops is known for academic, artistic, and athletic excellence while celebrating character development, diversity, inclusion, and belonging. Last years 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.

Anticipated Base Compensation: $80,000 - $95,000

Summary Description

The Prospect Research Manager is responsible for maintaining gift officer portfolios, conducting prospect research and assisting the Major Gift team with day-to-day needs and tasks. Working closely with the Chief Advancement Officer and frontline fundraisers, this role plays a crucial role in managing the moves management process for all fundraisers on staff, assisting gift officers in preparing for and wrapping up prospect meetings and building the major gift pipeline.

Essential Functions and Specific Duties:

• Manages gift officers portfolios through a detailed moves management process.
• Utilizes best practices in prospect research to recommend new portfolio assignments to gift officers.
• Conducts research using web-based resources and third-party databases.
• Prepares briefing documents and summary reports for Head of School, Chief Advancement Officer and other gift officers upon request.
• Utilizes Raisers Edge database and record keeping systems for information storage and retrieval.
• Assists Database Manager and Major Gift team in producing targeted prospect lists.
• Responsible for managing and safeguarding confidential information for high net worth individuals, ensuring the highest standards of privacy and discretion at all times.
• Perform with a team approach, other duties as assigned.

The Ideal Candidate Will Have:

• Bachelors degree is required; advanced degree preferred.
• At least 3 years of experience in an advancement office, with 1 year of prospect research and operations experience.
• Experience with Raisers Edge is highly preferred.
• Intermediate proficiency with Google Workspace and aptitude for learning new technology.
• Knowledge of third-party wealth screening databases, such as LexisNexis as WealthX, is required.

Core Competencies:

• Uphold the Schools 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.
• Perform, with a team approach, other duties as assigned.

Role Specific Competencies:

• Communication Skills
• Accountability
• Attention to Detail
• Relationship Building
• Flexibility and Initiative
• Teamwork and Collaboration
• Problem Solving/Analysis
• Confidentiality
• Job Knowledge
• Productivity

Application Deadline

Applications received before November 22, 2024 are preferred. We encourage you to apply as soon as possible, as applications will be reviewed on an ongoing basis until the position is filled. Anticipated start date is January 2025.

Please do not contact the school directly.

EEO
The Bishop's School is an equal opportunity employer. We are a diverse community of professionals that broadly reflects the people of the San Diego area and the United States at large. We aim to align our hiring process with our mission and institutional goals. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion or religious practices, sex, gender identity or expression, sexual orientation, citizenship status, national origin, age, ability status, military status, unemployment status or any other category protected by applicable local, state, or federal laws. The Bishop's School takes affirmative action in support of its policy to employ and advance all qualified candidates.

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