Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one ... Territory management and business development * Relationship building * Fund knowledge and product ...
Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one ... Territory management and business development * Relationship building * Fund knowledge and product ...
Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one ... Territory management and business development * Relationship building * Fund knowledge and product ...
Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one ... Territory management and business development * Relationship building * Fund knowledge and product ...
In collaboration with donor stewardship and prospect managers, the Associate helps to ensure ... Proven ability to analyze data, research information, problem-solve, and coordinate projects.
In collaboration with donor stewardship and prospect managers, the Associate helps to ensure ... Proven ability to analyze data, research information, problem-solve, and coordinate projects.
Prospect, schedule, and conduct one-on-one appointments to recommend and implement investment ... Research and resolve client service issues and investment-related questions. Qualifications
Prospect, schedule, and conduct one-on-one appointments to recommend and implement investment ... Research and resolve client service issues and investment-related questions. Qualifications
Prospect, schedule, and conduct one-on-one appointments to recommend and implement investment ... Research and resolve client service issues and investment-related questions. Qualifications
Prospect, schedule, and conduct one-on-one appointments to recommend and implement investment ... Research and resolve client service issues and investment-related questions. Qualifications
Effectively manage your assigned territory to generate revenue by selling CalTex products and ... Attend trade shows, seminars and networking events to prospect, drive sales and promote brand ...
Quick apply
Effectively manage your assigned territory to generate revenue by selling CalTex products and ... Attend trade shows, seminars and networking events to prospect, drive sales and promote brand ...
Select EB Producer
Warwick, RI · On-site
$80K - $95K/yr
... to research prospects and develop customized messaging for prospects. • Understand and explain ... Overcome sales obstacles on a prospect-specific basis. • Build client and prospect pipeline.
Select EB Producer
Warwick, RI · On-site
$80K - $95K/yr
... to research prospects and develop customized messaging for prospects. • Understand and explain ... Overcome sales obstacles on a prospect-specific basis. • Build client and prospect pipeline.
... and outcomes research. Responsibilities of the Role * Prospect & Generate Leads: Develop and ... Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence ...
... and outcomes research. Responsibilities of the Role * Prospect & Generate Leads: Develop and ... Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence ...
... research institutions, and industry leaders around the world. Position Summary The Inside Sales ... manage and update the company's prospect and customer database in Zoho CRM · Provide ...
Quick apply
... research institutions, and industry leaders around the world. Position Summary The Inside Sales ... manage and update the company's prospect and customer database in Zoho CRM · Provide ...
Rhode Island Policy Advocate
$31 - $38/hr
Research and draft organizational positions on state climate and energy policy. * Draft and present ... Strong organizational and time management skills to handle multiple assignments simultaneously;
Rhode Island Policy Advocate
$31 - $38/hr
Research and draft organizational positions on state climate and energy policy. * Draft and present ... Strong organizational and time management skills to handle multiple assignments simultaneously;
Rhode Island Policy Advocate
Providence, RI · On-site
$31 - $38/hr
Research and draft organizational positions on state climate and energy policy. * Draft and present ... and prospect communications, especially related to advocacy with newsletters, web site material ...
Rhode Island Policy Advocate
Providence, RI · On-site
$31 - $38/hr
Research and draft organizational positions on state climate and energy policy. * Draft and present ... and prospect communications, especially related to advocacy with newsletters, web site material ...
If you're excited by the prospect of testing new technologies, implementing transformative ... Utilize CRM to review customer data, update sales information and enter activity. * Collaborate ...
If you're excited by the prospect of testing new technologies, implementing transformative ... Utilize CRM to review customer data, update sales information and enter activity. * Collaborate ...
Account Executive
Warwick, RI · On-site +1
$20 - $24/hr
Understands how to connect a solution to a prospect's specific pain points. • Resilient and ... to research and pre-qualify accounts before outreach. • Pipeline management - Highly organized ...
Account Executive
Warwick, RI · On-site +1
$20 - $24/hr
Understands how to connect a solution to a prospect's specific pain points. • Resilient and ... to research and pre-qualify accounts before outreach. • Pipeline management - Highly organized ...
... plans for prospect development to build rapport and create opportunities * Research accounts ... Manage and maintain accurate leads, deals, and account information within the CRM. * Achieve or ...
... plans for prospect development to build rapport and create opportunities * Research accounts ... Manage and maintain accurate leads, deals, and account information within the CRM. * Achieve or ...
Enterprise Account Executive
Providence, RI · On-site +1
... plans for prospect development to build rapport and create opportunities * Research accounts ... Manage and maintain accurate leads, deals, and account information within the CRM. * Achieve or ...
Enterprise Account Executive
Providence, RI · On-site +1
... plans for prospect development to build rapport and create opportunities * Research accounts ... Manage and maintain accurate leads, deals, and account information within the CRM. * Achieve or ...
Enterprise Account Executive
Providence, RI · On-site +1
... plans for prospect development to build rapport and create opportunities * Research accounts ... Manage and maintain accurate leads, deals, and account information within the CRM. * Achieve or ...
Enterprise Account Executive
Providence, RI · On-site +1
... plans for prospect development to build rapport and create opportunities * Research accounts ... Manage and maintain accurate leads, deals, and account information within the CRM. * Achieve or ...
P&C Producer
Warwick, RI · On-site
$120K - $250K/yr
Use USI resources to research prospects and develop customized messaging for prospects ... enhance prospect and client relationships. * Collaborate with account management team on ...
P&C Producer
Warwick, RI · On-site
$120K - $250K/yr
Use USI resources to research prospects and develop customized messaging for prospects ... enhance prospect and client relationships. * Collaborate with account management team on ...
EB Producer
Warwick, RI · On-site
$120K - $250K/yr
Use USI resources to research prospects and develop customized messaging for prospects ... enhance prospect and client relationships. * Collaborate with account management team on ...
EB Producer
Warwick, RI · On-site
$120K - $250K/yr
Use USI resources to research prospects and develop customized messaging for prospects ... enhance prospect and client relationships. * Collaborate with account management team on ...
Field Insurance Agent I (60117)
Providence, RI · On-site
$24.75 - $30/hr
... maintain prospect files in the CRM system • Develop general knowledge of Life products for ... researching underwriting criteria and acting as liaison with Insurance Companies • Build ...
Field Insurance Agent I (60117)
Providence, RI · On-site
$24.75 - $30/hr
... maintain prospect files in the CRM system • Develop general knowledge of Life products for ... researching underwriting criteria and acting as liaison with Insurance Companies • Build ...
Insurance Sales Agent (59917)
$24.75 - $30/hr
... maintain prospect files in the CRM system • Develop general knowledge of Life products for ... researching underwriting criteria and acting as liaison with Insurance Companies • Build ...
Insurance Sales Agent (59917)
$24.75 - $30/hr
... maintain prospect files in the CRM system • Develop general knowledge of Life products for ... researching underwriting criteria and acting as liaison with Insurance Companies • Build ...
Manager Prospect Researcher information
What does a manager prospect researcher do?
A Manager Prospect Researcher oversees the process of identifying and evaluating potential donors for a nonprofit organization or educational institution. They lead a team responsible for gathering, analyzing, and interpreting data about prospective supporters’ wealth, interests, and philanthropic history. In addition to research, the manager ensures the team’s findings are effectively communicated to fundraising staff to guide outreach strategies. They may also develop protocols, train staff, and help shape fundraising campaigns based on research insights.
How does a manager prospect researcher collaborate with fundraising and development teams to advance organizational goals?
As a Manager Prospect Researcher, you will work closely with fundraising and development teams to identify, evaluate, and prioritize potential donors. Your role involves sharing actionable insights and detailed profiles on prospects, ensuring fundraisers have the information needed to build effective engagement strategies. Regular meetings and open communication are essential, as you’ll often provide real-time research support for campaigns and events. This collaborative environment allows you to directly influence fundraising success while also fostering professional development through cross-departmental learning.
What are the key skills and qualifications needed to thrive as a manager prospect researcher, and why are they important?
To thrive as a Manager Prospect Researcher, you need expertise in data analysis, fundraising research, and donor prospecting, typically supported by a bachelor’s degree in a relevant field. Familiarity with donor management systems (such as Raiser's Edge or Salesforce), advanced search tools, and data visualization software is often required. Strong attention to detail, critical thinking, and effective communication skills help you interpret findings and collaborate with development teams. These skills are crucial for identifying high-potential donors and supporting an organization’s fundraising strategies effectively.
What is the difference between Manager Prospect Researcher vs Prospect Research Analyst?
| Aspect | Manager Prospect Researcher | Prospect Research Analyst |
|---|---|---|
| Credentials | Bachelor's degree; often advanced certifications in research or fundraising | Bachelor's degree; relevant certifications are common but not mandatory |
| Work Environment | Supervises research teams; strategic planning in nonprofit or fundraising settings | Conducts research; supports fundraising or sales teams |
| Employer & Industry | Nonprofits, educational institutions, or fundraising firms | Nonprofits, universities, or corporate development teams |
| Search & Comparison Intent | Understanding leadership roles in prospect research | Comparing research roles in prospect development |
The Manager Prospect Researcher oversees research teams and strategic initiatives in prospect development, while the Prospect Research Analyst focuses on conducting research to identify potential donors or clients. Both roles require similar educational backgrounds and industry experience, but the manager position involves leadership responsibilities and team management. Understanding these differences helps organizations find the right candidate for their prospect research needs.
What are the most commonly searched types of Prospect Researcher jobs in Rhode Island?
The most popular types of Prospect Researcher jobs in Rhode Island are:
What are popular job titles related to Manager Prospect Researcher jobs in Rhode Island?
For Manager Prospect Researcher jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Manager Prospect Researcher jobs in Rhode Island look for?
The top searched job categories for Manager Prospect Researcher jobs in Rhode Island are:
What cities in Rhode Island are hiring for Manager Prospect Researcher jobs?
Cities in Rhode Island with the most Manager Prospect Researcher job openings:
Full-time
Medical, Life, Retirement
Re-posted 4 days ago
Voya Financial rating
7.9
Based on 40 frontline employees who took The Breakroom Quiz
86th of 151 rated financial services
Job description
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our highly successful team in the greater Warwick RI area to work plan sponsor relationships as a dedicated enroller, that is also heavily involved in all facets of plan sponsor business.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations Minimum registrations needed, series 6/63 and Rhode Island life and health
- Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable you to efficiently manage your clients financial information and plans
- Turnkey marketing services
- Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
What Voya Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Voya Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
2014