Advisor, Portfolio Strategy & Solutions

The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of Advisor for Portfolio Strategy and Solutions. Reporting to the Director of Portfolio Strategy and Solutions, the Advisor for Portfolio Strategy and Solutions is responsible for catalyzing the production of the Development team through a solutions-focused advisory approach that is collaborative, professionalized, and strategic. 

The purpose of this position is to serve as the Prospect Development team's primary point of contact for assigned Development unit leaders. Seeking to understand the unique needs of each Development unit leader, Advisors ensure their efforts are focused on enhancing the strategic capacity of unit leaders—especially as it relates to planning and coaching teams of Development Officers.

Job responsibilities include, but are not limited to: 

Portfolio Strategy: Collaborate with fellow Prospect Development team members to inform the refinement of workflows and business processes that will effectively maintain and monitor the University of Tennessee system-wide portfolio while further segmenting the System-wide portfolio into institutional portfolios, institute portfolios, unit-based portfolios, individual Development Officer portfolios, and prospect pools—all with a goal of ensuring dynamic and optimized prospect assignment across the pipeline. 

Portfolio Solutions: Proactively serve as a professional advisor who is laser focused on identifying and addressing barriers to Development Officer production. 

Prospect Management: Monitor overall integrity of performance metrics for Development Officers and collaborate with prospect development colleagues and Central Services colleagues to ensure respective dashboards and reports are accurate, clear, and accessible. 

Required Education and Experience 

The candidate who fills the Advisor for Portfolio Strategy and Solutions position is required to have: 

• Bachelor's degree

• 1+ years of experience in roles that require translating data and analysis to generate actionable strategy and solutions that drive business outcomes 

• An entrepreneurial mindset with strong strategic planning capabilities and business intelligence acumen 

• Experience working within a decentralized work environment, in a collaborative service role leading complex projects 

• A broad understanding of diverse prospect bases spanning the full scope of UTFI’s enterprise, i.e. business, engineering, arts & sciences, agriculture, athletics, grateful patients, and friends of the institution