Director, Prospect Strategy, Management, and Research

** ROLE

TITLE:

Director, Prospect Strategy, Management, and Research
**** POSITION

REPORTS TO:

MD, Prospect Management & Research
**** PRIORITY Final date to receive applications:
Friday, October 2nd at 11:59PM ET
***
* LOCATION:

Flexible/Remote
**** WHAT YOU'LL DO
** As a member of the Prospect Strategy, Management, & Research (PSR) team, you will play a central role in strengthening TFA's fundraising strategy by connecting high-quality prospect intelligence with disciplined portfolio and pipeline management. You will help set and execute an enterprise-wide vision for building healthy donor and prospect pools, optimizing fundraiser portfolios, and moving prospects through clear qualification, cultivation, solicitation, and stewardship stages.

In this role, you will provide actionable research, capacity and inclination analysis, relationship mapping, due diligence, and portfolio insights that help frontline fundraisers focus on the right donors, at the right time, with the right strategy.
** WHAT YOU'LL BE RESPONSIBLE FOR
**** Prospect research support (45%)
*** Deliver timely, accurate, and actionable prospect research for assigned fundraising teams, including deep-dive profiles, meeting briefings, capacity ratings, inclination assessments, philanthropic interest analysis, board and relationship mapping, and strategy recommendations.
* Lead proactive prospect discovery projects that identify new individual, foundation, corporate, and institutional prospects aligned with TFA priorities, fundraising goals, and enterprise-wide growth opportunities.
* Maintain accurate, well-documented prospect and donor intelligence in Salesforce, including biographical, philanthropic, wealth, affiliation, relationship, engagement, and capacity data from internal and external sources.
* Analyze and synthesize complex information from research databases, public records, internal giving history, relationship networks, and fundraiser knowledge into clear insights that inform cultivation, solicitation, and stewardship strategies.
* Monitor ethical, legal, and privacy considerations related to prospect research, including evolving laws, regulations, and professional standards that affect the access, use, storage, and distribution of information.
* Provide due diligence research and reputational risk insights to support responsible donor engagement and help monitor TFA's prospect pipeline for potential concerns.
** Prospect Management (45%)
*** Lead regular portfolio reviews with assigned fundraisers and development leaders to assess portfolio composition, stage distribution, pipeline health, qualification progress, next steps, and opportunities for strategic movement.
* Recommend and manage prospect assignments, reassignments, qualification priorities, and disqualification decisions based on capacity, affinity, engagement, relationship strength, fundraiser bandwidth, and organizational priorities.
* Track and support movement through the donor lifecycle, ensuring that prospect stages, strategies, opportunities, contact reports, and next steps are consistently documented and used to guide fundraising activity.
* Evaluate prospecting, assignment, qualification, cultivation, solicitation, and stewardship processes to identify opportunities for greater consistency, accountability, efficiency, and fundraiser adoption.
* Create and maintain healthy donor and prospect pools, balanced fundraiser portfolios, and robust pipelines that support revenue growth, campaign readiness, and long-term donor engagement.
* Build clear reports, dashboards, and visual summaries that make portfolio data, pipeline trends, and prospect management recommendations accessible and actionable for fundraisers and leaders.
** Team Membership (10%)
*** Participate in regular team meetings for both the Fundraising Operations team and the larger Development team.
* Demonstrate the core values and commitment to diversity, equity, and inclusiveness.
* Engage in Elevate, TFA's performance review system, to drive performance, learning, and professional growth.
** A WEEK IN THE LIFE
** In a typical week, you may prepare a research briefing for a high-priority donor meeting, analyze portfolio and pipeline data ahead of a fundraiser review, recommend prospect assignments or stage updates in Salesforce, partner with development leaders to identify upgrade and discovery opportunities, and translate complex prospect intelligence into clear next steps that help fundraisers advance relationships. You may also monitor…