Prospect Management Consultant, Leadership and Major Giving - University Advancement
Position Summary
The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in managing and maintaining the integrity of prospect data; supporting portfolio construction and health; coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership.
This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management.
This is a full-time, benefits-eligible position based on campus, with an optional hybrid work schedule.
Job Description
Primary Duties & Responsibilities:
Building, Analyzing, and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers
- Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels.
- Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development.
- Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long-term portfolio growth.
- Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
- Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement.
- Prepare and share performance insights that help evaluate fundraising activity, forecast outcomes, and inform next steps.
- Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities.
- Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation.
Liaise with prospect management and research colleagues to:
- Identify and prioritize new prospect assignments across capacity lanes within the identified territory; and
- Prepare materials for territory-based internal meetings, as needed.
- Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes.
- Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects.
- Perform other duties as assigned.
Working Conditions
- Job Location/Working Conditions: Normal office environment
- Physical Effort: Typically sitting at a desk or table; Repetitive wrist, hand or finger movement
- Equipment: Office equipment
Required Qualifications
- Education: Bachelor's degree
- Certifications: No specific certification is required for this position.
- Work Experience: Relevant Experience (3 Years)
- Skills: Not Applicable
- Driver's License: A driver's license is not required for this position.
Preferred Qualifications
- Experience in a prospect development, research, or prospect management function in a fundraising, nonprofit, or higher-education setting.
- Experience as a frontline fundraiser preferred.
- Experience managing large data sets.
- Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python, or similar) to support portfolio optimization, trend identification, and strategic decision-making.
- Highly organized and able to work under pressure to coordinate multiple requests/competing deadlines.
- Ability to train/coach clients on complex concepts and business practices.
- Ability to compile, report, and analyze information from diverse sources.
- Ability to understand problems from a broad, interactive perspective and conceive strategic solutions.
This position is located in St. Louis, MO and the targeted hiring range for this position is $58,400 - $68,000.
Salary Range
$58,400.00 - $99,700.00 / Annually
The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.
Grade
G12
Scheduled Hours
37.5
Benefits Statement
Personal: Up to 22 days of vacation, 10 recognized holidays, and sick time. Competitive health insurance packages with priority appointments and lower copays/coinsurance. Take advantage of our free Metro transit U-Pass for eligible employees. WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
Wellness: Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
Family: We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered. WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.
For policies, detailed benefits, and eligibility, please visit: https://hr.wustl.edu/benefits/
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