Director, Portfolio Optimization (H)

Current Employees:

If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.

The Director, Portfolio Optimization, Medical Development is responsible for leading the Portfolio Optimization function within Medical Development. He/she manages a team of Sr. Portfolio Optimization Analysts (POAs) and works cross-functionally to ensure the most highly-rated Grateful Patient prospects are identified and are given the opportunity to participate in the solicitation process and work with Development Officers at all levels to monitor and support progress through the cultivation and solicitation cycle. He/she is responsible for designing and implementing business rules and workflows that govern the Portfolio Optimization function within Medical Development and for ensuring that his/her team and the fundraisers they support have adequate knowledge and tools to deliver on identified goals. This position directly contributes to the growth of the identified prospect and solicitation pool for Medical Development.

He/she has a deep understanding of HIPAA fundraising parameters and guidelines and uses data ethically and responsibly. This position proactively works with colleagues across the institution to secure data and resources needed to expand the quantity and quality of the identified prospect pool for Medical Development.

Essential Responsibilities:

• Develop, manage and evaluate workflows that implement the Medical Development prospect management policy and use best practices to design and manage day-to-day activities. Work collaboratively with Medical Development Leadership and the Executive Director, Portfolio Optimization to provide recommendations for the prospect management policy and procedures to maximize the effectiveness of all resources.
• Direct the Portfolio Optimization function within Medical Development and establish a collaborative working relationship between Medical Fundraisers and the Portfolio Optimization team.
  • Act as a mentor to team members to coach them on making good judgment calls, identifying fundraising opportunities and patterns, and working effectively with Fundraisers.
  • Recruit, interview, select, orient, train, mentor, coach and develop highly talented and qualified staff, and encourage appropriate levels of independence that support their professional growth.
  • Maintain a team culture of positivity, resourcefulness, and a strong focus on excellent customer service and responsiveness that values collaboration with all colleagues.
  • Encourage active collaboration and professional development between and for team members.
• Chief advocate and strategist for the comprehensive grateful patient data program. Operationalizes an efficient and effective program that builds a pipeline of grateful patient prospects and revenue, engages fundraisers, physicians, and others in the grateful patient process, and assists in creating a culture of philanthropy.
• Create and build interpersonal relationships, systems and processes in order to proactively review portfolios with Development Officers, their supervisors, and support staff to monitor and provide recommendations on prospect movement and solicitation strategy.
• Regularly communicate with Medical Development leadership to understand fundraising priorities and issues, adjust systems as necessary to meet objectives and to provide feedback and summaries of Development Officer activities.
• Routinely develop and provide analysis on prospect pool activity and opportunities to drive strategic decision-making for resource allocation within the Grateful Patient program.
• Manage the processes of proactive research: creating systems and structures to actively seeking out and identifying new prospects for qualification; and reactive research: reviewing prospects who have been identified as Grateful Patients to validate capacity, affinity and inclination and support the qualification process.
• Have a strong understanding of HIPAA regulations and how they impact the Division’s ability to conduct fundraising activities.

Collaborate with DAR IT and Data Management to identify and secure data needed for effective prospect identification.

• Ensure all Medical Development fundraisers and support staff are trained on prospect management policies, procedures and best pr