Assistant Director, Advancement Service

Website Otterbein Otterbein University

Location: Westerville, Ohio
Job Type: Full-time

Otterbein University seeks an Assistant Director, Advancement Service,  to
provide leadership in research of prospects, portfolio hygiene and development, and
serves as lead on data improvement projects. This position plays a key role in the
Division of Institutional Advancement, charged with securing major gifts as well as
developing the pipeline for the University’s next campaign. The Assistant Director
will carry on the important work of identifying high potential prospects, analyzing
current donors and recommending strategies for new prospects as well as strategies
for initiating new opportunities with existing donors and prospects.  This is a full-time,
exempt position.


  • Research and analyze new high net worth donor prospects and identify new
    opportunities with existing donors with a primary focus on Major Gifts.
  • Conduct research and prepare briefing materials with emphasis on
    constituents’ wealth, interests, philanthropy and relationships.
  • Visually map relationships among donors and prospects to help identify
    opportunities for Otterbein to maximize fundraising potential.
  • Assess wealth (batch and individuals) using software common to the industry
    such as Donor Search.
  • Analyze results of wealth and philanthropy screenings of donor database to
    identify those with potential to make larger gifts.
  • Proactively identify and research new prospects from successful organizations and key industries who may have interests which align with campaigns or university priorities.
  • Act as lead for data improvement projects (employment information,
    endowment coding, etc).
  • Serve as primary relationship lead with Advancement Services vendors,
    including but not limited to LexisNexis, VRC, and DonorSearch
  • Research new donors of major giving potential and make recommendations
    regarding portfolio management and cultivation and stewardship plans.
  • Review prospect pools and make recommendations to improve portfolio
    hygiene by scrubbing pools to maintain focus on top prospects.
  • Develop and manage processes for tracking University leadership’s
    Advancement-related activities to include developing a schedule for profile
    development, meeting deadlines, organizing  profiles and ensuring they are
    appended to donor records.
  • Collaborate with the Executive Director, Advancement Services on trip
    planning (prospects) for the Division of Institutional Advancement as well as
    the President’s office and other senior level officials.
  • Build and manage internal forms and associated data entry
  • Fulfill data requests for constituent lists for university’s publication of Towers,
    direct mail campaigns, email solicitations and other data needs as requested.
  • Enter and maintain accurate contact, constituent codes, mail rules,
    relationship and other biographical/demographical and transactional data into
    the University’s fundraising database, Millennium. Maintains data integrity.
  • Conduct research to locate missing address and phone information from
    alumni, parents and other constituents using a variety of on-line sources i.e.
    Google, LinkedIn, LexisNexis, WealthEngine, iWave, etc.
  • Possess familiarity with and working knowledge of gift processing standards
    and practice as well as general awareness of stewardship practices.
  • Assist the Executive Director, Advancement Services with staff training.
  • Remain current and fully informed on research trends and available
    resources in the field.
  • Maintain highest standards of professionalism and customer services in all
  • Collaborate with colleagues in advancement and other departments.


QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MISSION CRITICAL COMPETENCIES (related to core competencies):


  • Demonstrates active listening skills.  
  • Tailors written and oral presentations to effectively reach intended audience.


  • Makes customers and their needs a primary focus of actions.
  • Readily readjusts priorities to respond to pressing and changing demands.


  • Conveys a command of relevant concepts, facts and information in matters involved in
  • Demonstrates respect for all employees and customers. Fosters honest, fair, and open communication.


  • Seeks opportunities to improve, streamline, reinvent work processes as a means to improve the organizations performance and effectiveness.
  • Thinks expansively by combining ideas in unique ways or making connections between disparate ideas.
  • Targets important areas for innovation and develops solutions that address meaningful work issues
  • Adapts best practices and processes to the department


  • Respects confidentiality of information 
  • Demonstrates a strong sense of urgency about solving problems and getting work done.

EDUCATION and/or EXPERIENCE: Bachelor’s degree with a minimum of two years of experience in prospect research or a related field.  Experience with LexisNexis, Donor Search, or Iwave preferred.   Ability to maintain confidential information. Proficiency in Microsoft office applications (Word, Excel, PowerPoint) and web-based research skills, and comfortable working with social media networks (e.g. Twitter, Facebook, etc.)


UNIVERSITY SUMMARY:  Historically progressive and building. That is the hallmark of Otterbein University and those connected to this private university nestled in the picturesque, historic Uptown Westerville district in central Ohio and minutes away from Columbus, Ohio’s largest city. Otterbein has set the pace by providing an educational experience that is progressive, innovative, and inclusive. Students come from towns throughout Ohio, as well as many states and multiple countries, enriching the campus through their individual and collective diversity. As a university that educates students of various racial, ethnic, and cultural backgrounds, we strive for and value a diverse faculty and staff that reflects our student population and Franklin County.  Otterbein has been selected as one of 23 universities across the US and the first in Ohio to host a Truth, Racial Healing and Transformation Campus Center. Otterbein works with its own campus community as well as local school districts to create positive narrative change about race; promote racial healing activities; and erase structural barriers to equity and opportunity.
This description is intended to indicate the kinds of tasks and levels of work difficulty that will be required of this position. It is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of employees under supervision. The use of a particular expression or illustration describing duties shall not be held to exclude other duties not mentioned that are of similar kind of level of difficulty.

 Otterbein University is an Equal Opportunity Educator and Employer

Otterbein University is committed to providing a welcoming environment free from unlawful discrimination. To this end, the University prohibits any form of discrimination against any person on the basis of race, color, sex, gender, pregnancy, religion, creed, marital status, partnership status, age, sexual orientation, gender identity, gender expression, national origin, disability, military status, or any other legally protected status in its programs and activities. However, the University’s commitment to a nondiscriminatory environment is not intended to abridge unduly its commitment to academic freedom, free speech, or its educational mission. Inquiries or complaints regarding any form of discrimination or harassment may be directed to: Human Resources.

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