Portfolio Manager at University of New Brunswick
Fredericton, NB E3B 5A3, Canada -
Full Time


Start Date

Immediate

Expiry Date

19 Sep, 25

Salary

59696.0

Posted On

03 Sep, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Human Resources/HR

Description

Fredericton, NB
Sales and Business Development
Experienced
Full-time
$59,696 - $81,360 / year
Competition Number: #075-25.26

POSITION SUMMARY:

Track meeting outcomes and ensure appropriate follow-up is taken.
Support fundraising and stewardship staff to develop and implement customized stewardship plans for key prospects on an annual basis.
Solicit low and mid-level leadership gift prospects.
Follow-up on outstanding commitments and renewing donor commitments.
Monitor progress within fundraisers’ portfolios.
As appropriate, help draft Gift Agreements using established processes and help facilitate the creation of new accounts.
Support fundraising staff with the administrative work involved with planned giving and bequests.
Collaborate closely with research staff and project management staff to onboard new projects into the portfolio and remain current on institutional priorities.
Coordinate the preparation of all meeting documents.
Help front-line fundraisers satisfy back-office demands while they are travelling.
Conduct basic research in the Ellucian Advance CRM database.
Assist front-line fundraisers to enter contact reports into the CRM or other software as required and with daily writing tasks.
Host donors and alumni on campus, as appropriate.
Support and attend special events, attend staff meetings and other internal meetings as required.

Responsibilities

Please refer the Job description for details

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