The Venetoulis Institute is a nonprofit organization founded to bring high-quality local journalism to the Baltimore metro area. We started on this journey because local news is under siege across the country. Many news organizations are either shutting down, downsizing to survive, or being bought out by hedge funds focusing on the bottom line. Despite Baltimore’s proud history of great journalism, our region’s publications have not been spared the realities of the news industry. We are creating a vibrant, strong, trustworthy, and sustainable news organization to fulfill our mission. We are seeking to re-imagine what a news organization for the future looks like. We launched The Baltimore Banner, a multi-platform news operation covering a broad range of topics from local government to culture and the arts. ABOUT THE POSITION Reporting to the Director of Philanthropy & Operations, the Prospect Research Analyst will be responsible for designing and implementing effective prospect research strategies that focus on researching high-net-worth individuals and foundations, as well as prospecting among low-dollar donors and contributing subscribers. The role will also oversee the donor database implementation and reporting, ensuring proper record keeping and data protocols are followed. This position directly impacts the organization’s ability to meet its annual fundraising goals by building systems, reporting, and surfacing key prospects. Responsibilities: Provide accurate information on prospects’ personal wealth, business achievements, philanthropy, risks, and other relevant data for leadership’s gift conversations, utilizing available financial and philanthropic resources; Design and refine tools and processes to identify and track prospects through the pipeline, including dashboards and tracking systems; Support the implementation of Salesforce for development, working with internal or external resources to create reporting tools and dashboards; Coordinate gift processing and data entry with staff and contractors to ensure data quality; Research and implement wealth screening tools/services for prospecting lower-dollar donors; Manage subscriptions and evaluate new research products as needed; Perform other duties as needed in our startup environment. Kevin Perez published this page in Job Board 2 years ago #J-18808-Ljbffr EPIP
...QUALIFICATIONS ~3+ years of experience in financial services, ideally in business development, advisory, or referral-focused roles ~ Bachelors degree required; Series 65 or CFP strongly preferred ~ Familiarity with Schwab or Fidelity referral platforms is highly valued ~...
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