The Director of Prospect Research is a leader on the Prospect Research team in the Office of University Advancement at William & Mary. Reporting to the Executive Director of Prospect Management & Research, the Director of Prospect Research leads prospect identification and research, prospect strategy and portfolio assessment, strategic process improvement & training for Office of University Advancement.

Leadership of prospect identification and research includes the design, planning, and implementation of strategic data-driven identification of prospective donors, the execution of dynamic wealth and propensity reviews, and the development of proactive communications and operational plans to support full spectrum philanthropic engagement and giving. The Director leads the team’s due diligence research efforts, guiding research methodology and deliverables, as well as oversight for the intake, tracking, and notification processes. The Director collects, synthesizes, analyzes, and interprets biographical and financial data to produce briefings and reports that inform decision-making; these reports include calculated wealth estimates and capacity ratings (via forecasting and formulaic estimates) that indicate the ability and propensity of individuals, corporations, and foundations to make philanthropic contributions to and serve in volunteer capacities for the university.

The Director sets strategic goals for the research operation, including annual quantitative and qualitative goals for the program, team, and individuals. Specifically developing short and long-term goals for a comprehensive prospect identification and wealth review program, lead and mentor staff and development of individual work plans and evaluating individual and team performance through established metrics and peer benchmarks.

The Director will design and implement departmental policies and procedures and will serve as an expert resource for prospect information, prospect strategy, and wealth analysis for the division. In a continuous effort to pursue a best-in-class operation, the Director will be an active member of the fundraising community and will stay abreast of industry standards, best practices, and current and emerging trends by engaging peers, interacting with other industry professionals, and demonstrating a commitment to continuous growth and improvement.

The successful Director will be a values-based leader and curious innovator who will foster a culture of belonging that embraces all people and perspectives. This is a hybrid position based in Williamsburg, Virginia, which offers a flexible work environment.

Please review the full position description with all job duties under the “Featured Job Opportunities” on the University Advancement recruitment website: https://advancement.wm.edu/come-work-with-us/open-positions/