Executive Director, Advancement Services

Position Title:

Executive Director Advancement Services

Department/School:

Office of Advancement

Salary/Pay Rate:

$98000 $120000

Job Summary:

Working in close partnership with the Vice President for Advancement and Advancements Senior Leadership team the Executive Director of Advancement Services will provide thoughtful strategic leadership and oversight for all major operational areas within the Office of Advancement with primary emphasis on database administration; fiscal administration; prospect research; and donor relations and stewardship. The successful candidate will oversee the processing of all charitable gifts to the University and ensure the accuracy of all financial reports and data. The Executive Director will also maintain the Universitys Advancement administrative database (presently Banner) advance the functionality and use of the system and ensure adherence to data standards and alliance with industry best practices. This key leader will also guide the continued elevation of all internal systems and processes to support the Universitys aspirational growth during and beyond its comprehensive campaign presently in the early stages of the silent phase. The successful candidate will work collaboratively with the Business Office Information Technology and other administrative areas across campus in the execution of their work.

The Executive Director will develop a comprehensive plan to maximize the effectiveness and efficiency of each area under the Advancement Services umbrella with a special emphasis on expanding Advancements data and reporting capabilities preparing for and executing a planned CRM transition and providing thoughtful strategic leadership to a talented and dedicated team of Advancement Services professionals. The successful candidate will maintain the highest standards of quality in all aspects of their work.

Minimum Qualifications:

• Bachelors degree.
• 8 years of related experience.

Top candidates will have a strong track record of success leading an Advancement Services/Operations unit in a higher education setting. A collegial collaborative and accessible leadership style is essential as is a can do approach to addressing challenges and new opportunities as they may arise. Candidates must possess a high level of energy positivity and integrity. The ability to adapt to and lead within changing circumstances and environments is essential.

The successful candidate will be a senior development professional with 8 or more years of progressively responsible experience in higher education development. Strong leadership and managerial skills are required along with exceptional interpersonal verbal and written communication skills. An ability to analyze data problem solve in a fastpaced environment and effectively harness and leverage technology is essential. Experience managing a CRM transition would also be an asset. Must be an energetic selfdirected team player committed to the mission of Marist University. A bachelors degree is required.

Essential Functions:

Fiscal Administration:

• Ensure adherence to all IRS FASB and NYPMIFA regulations related to Advancement activities.
• Ensure accuracy of bimonthly financial reports including comprehensive campaign information.
• Ensure accuracy of donor giving history and proper recognition online and in the annual Presidents Report.
• Ensure accurate daily and yearly reconciliation of all feeds to finance including all online transactions from all sources.
• Serve as Advancement liaison with external auditors.
• Confer with Business Office to establish new account numbers.
• Assist donors and work with financial/legal advisors as required to ensure proper documentation and accurate recording of endowed scholarships and planned gifts.
• Lead Advancements annual fundraising and participation reporting for VSE and various ratings agencies such as US News and World Report.

Database Administration:

• Implement utilize and maintain alumni/donor records recommend improvements and new advancement functions to streamline processes and maximize use of Banner administrative database system.
• Guide the implementation of a new CRM and the continued elevation of all internal systems and processes to support the Universitys aspirational growth during and beyond the campaign.
• Maintain current documentation of Banner policies procedures and standards for data entry data mining report generation gift processing and donor tracking. Develop and codify new policies and procedures for a range of other Advancement Services in alliance with industry best practices.
• Provide and/or facilitate staff training and ensure maintenance of quality standards for data entry data manipulation and report generation.
• Develop and promote use of Banner Prospect Management functions and provide reports tracking and monitoring prospect activities and gift officer metrics.
• Serve as the Advancements teams Banner Advancement Data Custodian and liaison with Information Technology.
• Serve as project team leader and work with the Executive Director of Alumni Relations to implement and maintain the Anthology Encompass (formerly iModules) platform which includes an alumni database email marketing event registration the Universitys primary online giving form etc.
• Support operational and data needs of the Annual Giving Program for direct mail campaigns (presently managed through EAB) online gift transactions data loads for the phonathon program GiveCampus etc.

Supervision:

• Supervise Financial Records Coordinator responsible for processing of all annual capital and restricted gifts and pledges to Marist University including phonathon pledge processing and related activity.
• Supervise Director of Donor Relations and Stewardship responsible for management of gift acknowledgement process; monitoring awarding and stewarding of endowed scholarship funds; and identification and execution of donorrelated activities.
• Supervise Director of Development Research responsible for reporting of proactive prospect identification and reactive research and the timely advancement of the prospect management process.
• Collaborate with the Associate Director of Reporting and Data Analytics
• Convene a regular schedule of Advancement Services team meetings.

Assist Vice President for Advancement with preparation and monitoring of Advancement budgets.

Serve as Asset Manager for Advancement Office.

Works collaboratively with other members of the Advancement team and supports events and activities as necessary

Other duties as assigned

Preferred Qualifications:

Prior experience with Banner Argos reporting Anthology and GiveCampus

Required Application Documents:

Resume Cover Letter & Contact Information of 3 Professional References

Benefits:

The position includes a comprehensive benefit package*. Benefits for this position include but are not limited to the following:

• 3 weeks of paid vacation. 4 weeks of paid vacation beginning in the 6th year of employment.
• Unlimited paid sick time.
• 14 paid holidays per year.
• Medical Dental & Vision insurance programs at a 15% employee / 85% employer contribution rate. Flexible Spending Accounts (FSA) and Dependent Care (FSD).
• Life insurance.
• Generous shortterm and longterm disability programs and workers compensation.
• 403(b) defined contribution plan:
  • First 6 years University contributes 7.5% Employee contributes a mandatory 4%.
  • University contribution increases to 10.5% in year 7 and 12% after 15 years.
  • Employee contribution decreases to 1% in year 7. Remains 1% thereafter.
  • Typical eligibility requirements: 1 year of service and 1000 hours with Marist University.
• 403(b) Tax Deferred Annuity Roth option available. Voluntary up to IRS maximum contribution.
• Tuition Benefits:
  • Up to 16 undergraduate credits per semester. Up to 18 graduate credit per academic calendar. Eligibility extends to employee spouse and dependent children under age 26.
  • University pays 100% tuition only.
  • Eligible dependents may be Reimbursed up to $2000 per semester towards tuition at another accredited institution.

*Eligibility requirements including waiting periods and/or employee probationary periods may apply at the discretion of the University.

About the Department/School:

As Marist has grown so have its development efforts. In its last comprehensive campaign the University raised nearly $160 million on an ambitious goal of $150 million. 14388 donors contributed to the Campaign for Marist including 21 gifts of $1 million or more. Significant support was secured for major capital initiatives the faculty and the establishment of more than 40 new endowed scholarships. The University s alumni now more than 52000 strong are highly engaged and supportive of the University. Additionally Marist has an impressive record of development success with prominent philanthropists throughout the Hudson River Valley. The institution also benefits greatly from an expanding cadre of highly supportive and dedicated parents. The Advancement team consists of 27 individuals working in three departments including development alumni relations and advancement services.

About Marist University:

Founded in 1929 Marist is a comprehensive independent fouryear institution whose signature educational approach blends the liberal arts with preprofessional studies and emphasizes experiential learning to enrich classroom instruction. With campuses in Poughkeepsie N.Y. and Florence Italy plus over 70 programs offering a variety of international study Marist is a portal to the world and is devoted to nurturing a welcoming inclusive community. Through six schools offering almost 50 majors Marist cultivates the intellectual growth and wellbeing of its more than 6000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions. Marist has been acclaimed a top institution in the nation by U.S. News & World Report the Wall Street Journal/College Pulse Princeton Review and others. To learn more please visit of Position:

FullTime

Classification:

Administrative (Exempt)

Months per Year:

12

Work Schedule:

Monday Friday 8:30am 5pm some evening work may be required at times

Hours per Week:

37.5

Location:

Marist University Main Campus

Number of Position Openings:

1

Equal Employment Statement:

Marist University is committed to creating a diverse workforce on our campus by ensuring that barriers to equal employment opportunity and upward mobility do not exist here. To this end the University will strive to achieve the full and fair participation of minorities women people with disabilities and any other protected groups found to be under represented.

Equal opportunity means employment development and promotion of individuals without consideration of race color disability religion age sex marital status national origin sexual orientation or veteran status unless there is a bona fide occupational requirement which excludes persons in one of these protected groups. The University will review its employment policies and procedures to ensure that barriers which may unnecessarily exclude protected groups are identified and eliminated. The University will also explore alternative approaches if any policy or practice is found to have a negative impact on protected groups.

Marists policy of nondiscrimination includes not only employment practices but also extends to all services and programs provided by the University. It shall be considered a violation of University policy for any member of the community to discriminate against any individual or group with respect to employment or attendance at Marist University on the basis of race color disability religion age sex marital status national origin sexual orientation veteran status or any other condition established by law.