Associate Director of Leadership & Strategic Initiatives

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Associate Director of Leadership & Strategic Initiatives

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 Employers By State in 2021.

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
Associate Director of Leadership & Strategic Initiatives

Job Profile Title
Assistant Development Officer B

Job Description Summary
Responsible for providing internal support of the development and execution of senior volunteer leadership activities, communications, and philanthropic engagement of these groups to advance Penn Medicine's strategic fundraising priorities to achieve annual development goals of $200M+. Duties focus on the Penn Medicine Board, Campaign/Development Leadership Cabinet, leadership messaging and presentations, volunteer data analysis, and supporting volunteer fundraisers. Responsibilities include working directly with members of the Penn Medicine Development senior team and staffing meetings involving department chairs, center and institute directors, and high level prospects and donors. Fundraising activities focus on philanthropic volunteer prospect identification, cultivation, recruitment, solicitation, stewardship, data management, briefing preparation, stewardship and special events/meeting coordination.

Job Description

Position Duties:

1. Leadership Communications. Craft messaging and graphic presentations summarizing the activities of Penn Medicine's development program for the Penn Medicine Board, the Development Leadership Cabinet, and other internal and external audiences, including creating presentations and talking points for the Chief Advancement Officer, Development Cabinet Chair and Vice Chairs.

2. Board and Philanthropic Volunteer Identification and Cultivation. Using research tools and working collaboratively with Penn Medicine Development colleagues, identify candidates for the Penn Medicine Board and Development Leadership Cabinet. Manage systematic internal review of candidates, contribute to the strategy to engage prospective candidates in the activities of Penn Medicine, document next steps and actions, and assist with execution of plans.

3. Board Nominating Process. Working with Chief Executive Director, prepare candidate briefings and materials for Penn Medicine Board nomination committee meetings. Collaborate with Development colleagues to facilitate advancement of new candidates and management of term expirations.

4. Cultivation/ Recruitment correspondence and briefings. Responsible for the drafting of recruitment, invitation and term renewal/rotation letters, reports, select correspondence, resolutions, and briefing materials for faculty, Development colleagues, and institutional leadership.

5. Volunteer Data Analysis and Performance Measurements. Primarily responsible for the design, development and implementation of resources to measure and evaluate volunteer group effectiveness, in support of increased fundraising and engagement. Provide best practices, resources, and information to volunteer group leaders across Penn Medicine development and serve as liaison with University Volunteer Support office. Serve as a content expert on volunteer initiatives for the Sales Force implementation Task Forces and other new initiatives as needed.

6. Create Engaging Illustrations of Fundraising Priorities. Develop original content that distills complex information into concise graphic representations that tell a clear, inspiring story about our strategic priorities. Drawing on institutional knowledge and in collaboration with Development colleagues, tailor content for a variety of contexts (presentations/collateral material, performance reporting, etc.)

7. Planning and Executing Development Leadership Cabinet meetings. Working with Chief Executive Director, assist in planning and development of content for Development Leadership Cabinet meetings. Contribute to agenda, meeting planning and execution, and coordination of speakers including at times assisting with creation or edits of speaker presentations.

8. Stewardship and Recognition. Work in concert with Donor Relations team in managing and/or coordinating stewardship reports/activities for Penn Medicine Board and Cabinet member donors. Collaborate with Communications team on campaign and post campaign reporting, and feature articles/publications recognizing Board/Cabinet member volunteer service, giving, and engagement.

9. Special Event/ Meeting Coordination. Collaborate with Institutional Events team to plan, staff and/or coordinate special meetings and events related to celebration of campaign, capital, and other milestones of achievement, or to recognize/ honor volunteer service.

10. Special Projects. Manage endowed chairs database and report creation in support of strategic planning needs for Development and the Dean's Office. Create and maintain a pipeline database for tracking board and philanthropic volunteer candidates. Advise and/or assist with development of enhanced performance reporting resources for strategic fundraising priorities.

11. Oversee select tasks of the Assistant Director, Strategic Planning & Analysis. Oversee the Assistant Director for support and back up of endowed chairs database and volunteer data analysis responsibilities.


1. Bachelor's degree; three to five years of relevant experience (preferably in institutional development, with exposure to prospect management, annual giving, major gifts, volunteer management, and stewardship) required. An advanced degree in a related field or a development certification is desirable.

2. Strong administrative experience and the ability to work independently, establish objectives, and organize a successful approach to achieving fund-raising goals.

3. Ability to work collaboratively with a diverse group of colleagues to achieve stated program and project objectives as part of a goal-oriented team. Demonstrated ability to work effectively with senior staff and offices of institutional leadership.

4. Excellent oral and written communication and interpersonal skills. Experience with public speaking and presentation development skills are desirable.

5. Excellent organizational and analytical skills with ability to integrate ideas and concepts. Superior attention to detail with demonstrated ability to effectively handle multiple tasks for projects in an environment where accuracy and meeting tight deadlines is essential.

6. Extensive knowledge and experience with use of prospect management databases, Microsoft Office Suite, and Adobe Creative Suite. Expertise in database construction and administration ideal.

7. Capability to handle complex and highly confidential information.

8. Ability to travel both locally and nationally, must be willing to work evenings and weekends.

**Please provide a resume and cover letter in order to be considered for this role. Please upload all documents in the “Resume/CV” section of the application prior to submitting.**

Job Location - City, State
Philadelphia, Pennsylvania

Department / School
Development and Alumni Relations

Pay Range
$50,684.00 - $91,232.00

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check 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.

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