Assistant Director, Business Intelligence

Wesleyan University Middletown , CT 06457

Posted 2 days ago

The Office of Advancement builds lifelong relationships with alumni, parents, and friends, and engages them in support of Wesleyan's educational mission and financial goals. Wesleyan University is currently in the public phase of a $600 million comprehensive fundraising campaign.

Advancement Information Management (AIM) serves as a strategic partner of Wesleyan University's Office of Advancement focusing on cycles of organizational data-oriented activity including: information acquisition, custodianship and governance, prospect identification, moves management strategy and analytic interpretation. In support of the Office of Advancement's goal to cultivate fundraising initiatives and encourage engagement with Wesleyan constituencies, AIM leverages data insights to improve and strengthen Advancement successes.

Reporting to the Director of Information Management, the Assistant Director of Advancement Information Management, Business Intelligence (BI), is responsible for providing accurate, timely and relevant information for the potential fundraising cultivation, qualification and engagement of alumni and other Wesleyan constituencies. The Assistant Director of Advancement Information Management (BI) works as a strategic partner with front-line fundraising staff to identify, monitor prospect wealth and life events, assess prospect activity and recommend prospect cultivation strategies.

Responsibilities include:

  • Conduct financial and biographical research using electronic databases, online search tools, and public documents to analyze and synthesize relevant information to determine wealth capacity ratings, donor affinities and inclination and connection to cause.

  • Research employment, affiliations, educational background, charitable giving, income, stock holdings, interests, and university connections of university alumni, parents, and friends, to identify and qualify potential viable prospects.

  • Develop research strategies and methods including creative research methods to identify potential donors and/or new donor prospects at every giving level.

  • Investigate new donor prospects and regularly re-evaluate and monitor established donor sources in preparation for computing wealth assessments.

  • Participate in planning long and short-term development strategies to solicit funds and meet department fundraising goals.

  • Proactively monitor and request updates on biographical information held in CRM, including relationship and contact information.

  • Assisting front-line fundraising staff in prospect management including the promotion of wealth and inclination indicators, pre- and post-trip activity reviews and qualification.

  • Assist with compiling cultivation visit briefing materials for the front-line fundraising team and senior leadership prospect visits.

  • Staff on-campus events including Homecoming/Family weekend and Reunion/Commencement weekend.

  • Other duties as assigned

This position will begin as an on-campus position with the potential for a hybrid (on-campus and remote) schedule after 6 months of work.

Hybrid work is only considered for residents of MA, VT, NH, ME, CT, RI, or NY. (Relocation assistance to CT is available for those who qualify).


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Assistant Director, Business Intelligence

Wesleyan University