What are the responsibilities and job description for the Assistant Director of Development for Undergraduate Financial Aid position at The University of Pennsylvania?

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

Posted Job Title

Assistant Director of Development for Undergraduate Financial Aid

Job Profile Title

Assistant Development Officer A

Job Description Summary

The Undergraduate Financial Aid (UGFA) Development department leads the fundraising activity necessary for Penn to uphold one of the most robust and generous undergraduate financial aid programs in higher education. This top university priority reflects the University's unwavering commitment to affordability.

The UGFA Development department promotes, supports, and coordinates activity within Development and Alumni Relations (DAR) to raise funds for Undergraduate Named Scholarships and Penn First Plus (P1P), a cadre of supports for students in the first generation to college of their families and / or from modest income backgrounds. P1P is designed to ensure that all Penn undergraduates thrive on campus and beyond. The UGFA Dev department's primary functions are to :

1)Create and advance the case for Named Scholarships and Penn First Plus

2)Drive frontline fundraising activity through direct prospect solicitations and colleague partnerships

3)Lead cultivation / stewardship activities for existing and prospective donors

4)Facilitate connections between scholarship student recipients, DAR, and donors.

5)Establish and maintain the operations related to UGFA Development and University systems ensuring the donor intentions and the University's and student interests are protected

6)Manage the productive engagement of the Undergraduate Financial Aid Leadership Council (UFLC), a board of leadership fundraising volunteers dedicated to the UGFA priority.

Reporting to the Executive Director of Development for Undergraduate Financial Aid and Penn First Plus, the Assistant Director will closely collaborate with all members of the UGFA Development team, as well as colleagues across DAR and with key areas of campus such as Student Registration and Financial Services (SRFS) and Penn First Plus. This position is primarily internal providing critical fundraising support for fundraising strategy and operations and related cultivation activities of existing donors.

Job Description

Job Responsibilities

Execute activities in support of UGFA & P1P fundraising efforts including prospect identification and management, maintaining and analyzing fiscal year fundraising data, supporting proposal writing, prospect communications, fundraising event preparations and event follow-up activity.
Serve as an operations and systems lead in connection with the department's scholarship database platform, Blackbaud, which is shared with Student Financial Aid
Serve as an operations and systems lead in connection with the department's FileMaker database, which is used to manage the scholarship stewardship process and produce customized annual reports
Hold a mastery of Salesforce ("Compass"), Penn's alumni and donor database platform; serve as a thought leader on how UGFA Dev can maximize this tool to steward and fundraise from scholarship donors and prospects
Manage the program's Challenge Fund operations and ensure correct tracking and matching is occurring within our database
Create and prepare data-focused presentations for internal and external audiences that highlight fundraising metrics, donor demographics, historical trends, etc.
Use tools such as Qlikview to support prospecting needs for UGFA fundraising, identify potential invitees for small and large gatherings, and provide data analysis on donors
Use MarketingCloud to conduct mass communications with students and donors
Lead in the conception, production, and maintenance of stewardship and case materials, including the program's website
Conduct data analysis in support of external communications and internal needs related to scholarship assignments, proposals, briefings, and presentations.
Prepare briefings for the Executive Director and University leadership for events and meetings
Support activities related to the management of the Undergraduate Financial Aid Leadership Council
Assist the Associate Director of Development in the cultivation of new prospects by managing logistics of regional events hosted by UFLC members or other leadership volunteers
Arrange individual donor / student meetings and help facilitate these meetings for our internal colleagues
Serve as a leader and key liaison with the program's Student Ambassadors and corresponding engagement activities, including student involvement in small and large events, participation in new stories and / or videos highlighting the Named Scholarship Program, and partnering with the Associate Director to plan and execute New Student Orientation events for UGFA Dev.
Work as necessary with internal partners in DAR Advancement Services, Information Services and Computing, the Office of the Treasurer, and SRFS to ensure smooth operations for the department;

Qualifications

BA / BS degree and 1-2 years of related experience in development, preferably in higher education with knowledge on best practices in development operations and fundraising or equivalent combination of education and experience is required.

Familiarity with Penn and / or solid understanding of a major research university environment

Strong communication skills, both written and oral; superb donor relations abilities; excellent initiative, attention to detail and planning skills

Ability to work independently, but collaboratively, in goal-oriented team setting

Successful experience managing complex projects in a fast-paced environment

Experience with Salesforce, Blackbaud and / or related CRM systems preferred

Experience with Wordpress website preferred

Job Location - City, State

Philadelphia, Pennsylvania

Department / School

Development and Alumni Relations

Pay Range

43,919.00 - $63,814.03 Annual Rate

Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and

the pay range assigned to the job profile.

Equal Opportunity Statement

The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.

Special Requirements

Background checks may be required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

Health, Life, and Flexible Spending Accounts : Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.

Tuition : Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.

Retirement : Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.

Time Away from Work : Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.

Long-Term Care Insurance : In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.

Wellness and Work-life Resources : Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.

Professional and Personal Development : Penn provides an array of resources to help you advance yourself personally and professionally.

University Resources : As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.

Discounts and Special Services : From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.

Flexible Work Hours : Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and / or job structures.

Penn Home Ownership Services : Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.

Adoption Assistance : Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

To learn more, please visit : https : / / www.hr.upenn.edu / PennHR / benefits-pay

Salary : $43,919 - $63,814

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