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Assistant Prospect Researcher Jobs in Colorado (NOW HIRING)

Leasing Associate - BTR

Arvada, CO · On-site

$17.25 - $23/hr

From researchers and architects to designers and operators, Core is made up of risk takers and ... prospect communication * Assist in executing go-to-market strategies to promote brand awareness and ...

Leasing Associate - BTR

Henderson, CO · On-site

$17.50 - $23.50/hr

From researchers and architects to designers and operators, Core is made up of risk takers and ... prospect communication * Assist in executing go-to-market strategies to promote brand awareness and ...

Community Concierge

Boulder, CO · On-site

$15.25 - $19.50/hr

From researchers and architects to designers and operators, Core is made up of risk takers and ... From conducting prospect tours and follow-ups to spearheading internal and outreach marketing ...

Banquet Captain

Fort Collins, CO · On-site

$20.50 - $21.53/hr

Fort Collins Hilton 425 W Prospect Rd Fort Collins, CO 80526 Full time Compensation Range : $20.50 ... Handle audio-visual setup and troubleshooting-yes, you'll be part tech support too. * Assist with ...

Hotel : Fort Collins Hilton425 W Prospect RdFort Collins, CO 80526 Full timeCompensation Range ... Handle audio-visual setup and troubleshooting-yes, you'll be part tech support too. * Assist with ...

Banquet Captain

Fort Collins, CO · On-site

$20.50 - $21.53/hr

Hotel : Fort Collins Hilton425 W Prospect RdFort Collins, CO 80526 Full timeCompensation Range ... Handle audio-visual setup and troubleshooting-yes, you'll be part tech support too. * Assist with ...

Banquet Captain

Fort Collins, CO · On-site

$20.50 - $21.53/hr

Fort Collins Hilton425 W Prospect RdFort Collins, CO 80526Full timeCompensation Range : $20.50/hr ... Handle audio-visual setup and troubleshooting-yes, you'll be part tech support too. * Assist with ...

Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent ... Able to segment prospect database to target campaigns and improve message relevancy. * Apply ...

Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent ... Able to segment prospect database to target campaigns and improve message relevancy. * Apply ...

... prospect and develop new business opportunities * Research and understand the HR and leave ... Operate in a highly compliant environment and assist in maintaining company security and compliance ...

Support continuous improvement by gathering user feedback, documenting pain points, researching ... * Assist with onboarding, refresher training, office hours, communications, and change management ...

Showing results 41-60

Assistant Prospect Researcher information

What does an assistant prospect researcher do?

An Assistant Prospect Researcher supports fundraising efforts by researching and identifying potential donors for nonprofit organizations or educational institutions. Their duties typically include gathering and analyzing data on individuals, corporations, and foundations to assess their giving capacity and philanthropic interests. They help maintain databases, prepare profiles and reports, and ensure information is accurate and up to date. By providing this valuable information, they assist development teams in making informed decisions and building effective fundraising strategies.

What are the key skills and qualifications needed to thrive as an assistant prospect researcher?

To thrive as an Assistant Prospect Researcher, you need strong analytical skills, attention to detail, and a bachelor’s degree—often in fields like library science, business, or communications. Familiarity with prospect research databases (such as WealthEngine or iWave), CRM systems, and proficiency in Excel are commonly required. Excellent written communication, discretion, and investigative curiosity are standout soft skills for this role. These abilities are essential for accurately identifying donor prospects, supporting fundraising strategy, and maintaining data integrity in nonprofit organizations.

How does an assistant prospect researcher typically collaborate with fundraising teams to support donor outreach efforts?

An Assistant Prospect Researcher works closely with fundraising and development teams to provide valuable insights on potential donors. They gather and analyze data to create detailed profiles, which help fundraisers tailor their outreach strategies and prioritize leads. Regular communication and teamwork are essential, as researchers often attend planning meetings and respond to information requests, ensuring their findings directly enhance fundraising campaigns. This collaborative approach helps maximize the efficiency and effectiveness of donor engagement efforts.

What is the difference between Assistant Prospect Researcher vs Prospect Researcher?

AspectAssistant Prospect ResearcherProspect Researcher
CredentialsBachelor's degree often requiredBachelor's or higher, sometimes specialized certifications
Work EnvironmentSupportive team, entry-level tasksIndependent research, senior responsibilities
Employer UsageNonprofits, educational institutions, fundraising teamsFundraising departments, development offices
Search/Comparison IntentUnderstanding entry-level rolesClarifying advanced responsibilities

The Assistant Prospect Researcher typically performs entry-level research tasks under supervision, focusing on gathering basic information about prospects. The Prospect Researcher handles more complex research, analysis, and strategic recommendations. The roles differ mainly in experience level and scope of responsibilities, with the Assistant supporting and the Prospect conducting independent research.

What are the most commonly searched types of Prospect Researcher jobs in Colorado?

The most popular types of Prospect Researcher jobs in Colorado are:

What are popular job titles related to Assistant Prospect Researcher jobs in Colorado?

For Assistant Prospect Researcher jobs in Colorado, the most frequently searched job titles are:

What cities in Colorado are hiring for Assistant Prospect Researcher jobs?

Cities in Colorado with the most Assistant Prospect Researcher job openings:

Associate Financial Advisor

Robert W Baird & Co

Durango, CO • On-site

$59K - $80K/yr

Full-time

Re-posted 9 days ago


Job description

About the Role:

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.

The Impact You'll Make:

  • Review, research and analyze data to create customized, annual financial plans for clients
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Connect with next generation clients through planning
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:

  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (ie, CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of three years of investment experience in a client facing role
  • Excellent presentation skills, very strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work independently

Compensation and Benefits:

  • $59,300 -$80,200 annual salary range
  • Compensation is commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

Accepting applications on a rolling basis.

#LI-PWM3

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.