Associate Director of Stewardship Operations, Wharton External Affairs

Hybrid Eligible

FMC Tower

Full time

JR

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning.

As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

Posted Job Title

Associate Director of Stewardship Operations, Wharton External Affairs

Job Profile Title

Associate Director B, Development, Services

Job Description Summary

Wharton School Overview

Founded in 1881 as the world's first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With campuses in both Philadelphia and San Francisco, Wharton has over 850 staff, a faculty population of more than 235 renowned professors, and 5,000 undergraduate, MBA, executive MBA, and doctoral students.

Each year 13,000 professionals from around the world advance their careers through Wharton Executive Education's individual, company-customized, and online programs. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. Wharton is home to a dynamic community of staff, bringing a wide range of skills, experiences, and perspectives. To learn more, visit (Use the "Apply for this Job" box below)..

Wharton External Affairs serves as the gateway for alumni, friends, and partners to remain actively engaged with the Wharton community. The department fosters meaningful connections among alumni, faculty, and students, facilitates philanthropic partnerships, and strengthens lifelong ties to the School.

The Associate Director of Stewardship Operations is an analytical and process-driven individual, who brings knowledge and experience with fundraising to donor relations systems and operations. This role reports to the Stewardship Director and is a core member of the Donor Relations team, situated as a part of the Development and Principal Gifts function in Wharton External Affairs.

Job Description

Job Responsibilities

+ Analyze current donor relations activities and processes and identify opportunities for efficiency and enhancement. This includes the processes that support a range of donor-facing content, primarily donor impact reports, acknowledgments, and other letters of gratitude.

+ Audit existing funds, maintain continuously refreshed records, accounting for newly created and amended funds, for Wharton's various endowed and term donor funds. This will support the stewardship reporting structure and enable enhanced analytics, outreach, and efficiency. This will span reports on undergraduate and graduate student aid, research programs and centers, and professorships and other faculty support, among others.

+ Work hand in hand with Principal Gift and Development colleagues and research program colleagues to gather, update, and disseminate fund information to support an optimal donor experience, while abiding by the University's privacy standards.

+ Assess donor relations activities provided at different giving levels and to varying areas across the School, identifying areas of opportunity for enhanced donor stewardship that inspires giving.

+ Write gift acknowledgments and impact reports during peak periods and to large volume areas of support, such as student aid and…