Manager, Prospect Research and Portfolio Optimization

About KIND 

Kids in Need of Defense (KIND) is a global leader in the protection of unaccompanied and separated children who are forcibly displaced from their countries of origin. Launched in 2008, KIND champions a world in which every child’s rights and well-being are protected throughout their journey to safety. 

Building on its extensive programming and successful model in the United States, KIND is expanding in the Americas and Europe to bring its experience to bear in working with unaccompanied and separated children. Our work focuses on addressing the legal and mental health needs of this population; building strong partnerships and engaging in training and capacity strengthening with governments, NGOs, and the private sector; and advocating for systemic and pragmatic reforms to advance the rights of unaccompanied and separated children.

Position Summary

KIND seeks a strategic, creative, and systems-oriented Manager, Prospect Research and Portfolio Optimization. The incumbent will work closely with the Vice President of Development and senior leaders in the development department to establish and maintain critical systems and procedures for identifying, evaluating, and cultivating high-value individual donor prospects, institutional funding opportunities, both public and private, optimizing donor portfolios, and streamlining moves management efforts cross-departmentally. 

Reporting to the Vice President of Development, the Manager, Prospect Research and Portfolio Optimization stands to have a significant impact on organizational and revenue growth across multiple revenue streams and offers an opportunity to work at the ground level on the design and build out of a sophisticated and integrated prospect research and portfolio management function. 

This is a remote position based from any location in the U.S.

This position is contingent upon continued funding.

• Prospect Research & Analysis 
• Leads comprehensive prospect research initiatives to identify high-net worth donors, planned giving candidates, and institutional funders, both public funding and private foundations.
• Conducts wealth and propensity screenings, capacity assessments, relationship mapping tools, monitor funder networks/collaboratives/RFPs, and other philanthropic sources.
• Develops detailed individual and institutional donor briefs – giving history, funding priorities, areas of interest, relationship mapping.
• Creates a system for capturing and tracking communications, donor/funder touchpoints, key internal and external stakeholders, and follow-up actions in Salesforce. 
• Monitor and analyze donor behavior patterns and funding trends in the current philanthropic landscape for KIND’s mission and programs, both domestically and abroad 

• Designs and implements portfolio segmentation strategies to maximize donor lifetime value, pipeline development, and maximizing donor/funder participation and capacity across funding streams. 
• Establishes and monitors key performance indicators (KPIs) for portfolio health and fundraising efficacy across funding streams. 
• Synthesizes and distills research for use in reports, briefings, and recommendations to executive and senior leaders across the organization. 
• Conducts regular portfolio reviews and recommend data-driven and metrics-based adjustments.

• Supports cross-functional teams to help tailor research findings to increased funder and donor engagement. 
• Presents portfolio recommendations to senior leadership, philanthropy officers, and grant writers. 
• Collaborates with the senior directors of individual and institutional giving to operationalize and delegate prospects, create balanced portfolios, and inform cultivation and engagement strategies.
• Provides guidance on best practices, systems and protocols, and use of research assets. 

• Works closely with the donor database manager to integrate prospect research, data, and portfolio assignments, performance, and tracking in Salesforce and shared files. 
• Evaluates and tailors Salesforce integrations to maximize efficiency, accuracy, and cross-departmental access. 
• Stays current on emerging technologies, resources, and CRM donor prospecting integrations.  
• Creates Salesforce reports and dashboards that present data analysis, portfolio performance, application of prospect recommendations, and the impact on projected revenue growth.

• Undergraduate degree required, Business, Nonprofit Management, or related field preferred. 
• Minimum of 5 years of progressive experience in prospect research, portfolio optimization, individual giving, institutional funders, and/or development operations.
• Fluency in English required.
• Demonstrated understanding of fundraising processes, donor cycles, and moves management. 
• Ability to identify and evaluate potential donors with direct and indirect proximity to KIND's mission through a creative, cross-issue lens. 
• Strong track record of developing proactive prospecting methodologies and techniques for optimizing portfolio performance.
• Strong quantitative and qualitative analysis capabilities with experience in donor alignment, statistical modeling and predictive analytics.
• Firm grasp on the latest advancements in wealth screening tools, data mining, sophisticated database queries, and advanced search technologies, both individual and institutional.
• Demonstrated ability to analyze and synthesize information and deliver clear, insightful, and actionable portfolio recommendations. 
• Understanding of and commitment to adhering to donor privacy policies and ethical fundraising standards 
• Proficient in Salesforce or comparable CRM systems, with a keen understanding of integrations, data analysis tools and the latest technologies and resources. 
• Working knowledge of Microsoft Office Suite, file sharing platforms, and interoffice communications systems.
• Ability to work collaboratively and multi-task in our KIND environment, managing numerous priorities and emerging opportunities.
• Excellent organizational skills with the ability to work on multiple projects in a deadline-oriented environment; ability to prioritize tasks and delegate as appropriate.
• Ability to multitask and work with a sense of urgency in a dynamic, fast-paced environment.
• Committed to practicing and supporting wellbeing and a work-home life balance. 
• Experience working and communicating in a remote environment preferred but not required. 

Our Benefits

- Medical, dental, and vision insurance with KIND paying 100% of the employee only portion of the premium for one of the three medical plan options, dental, and vision. 

- Pre-tax flexible spending account (FSA) for both medical and dependent care.  

- Pre-tax transit and parking spending account.  

- Employer-paid life insurance and accidental death and dismemberment insurance.  

- Employer-paid short and long-term disability insurance.  

For a complete list of benefits, please click here. 

Our Focus on Wellness

KIND recognizes that our ability to help our clients starts with helping our team members. KIND has prioritized wellness for employees through Mindfulness and Wellness Trainings, Wellness Platforms, Employee Assistance and Resilience Programs, Time Away and Office Wellness Activities. 

For more information regarding our Wellness initiatives please visit this link.  

Application Instructions

To be considered for this role, please submit an employment application at supportkind.org/join-the-team, along with your resume and cover letter.

Disclaimer: KIND is committed to an ethical recruitment and hiring process and maintains a firm “no fees” recruitment policy. We will never charge a fee or ask for money as part of the application process. KIND also conducts all interviews via telephone or video conference, and at no time will KIND engage in a text or mobile app-based application or interview process. For more information, please visit the following website: https://supportkind.org/join-the-team/kind-employment-practices/.