Remote Fidelity Wealth Management Jobs in Indiana

Why Planned Parenthood?

Working at Planned Parenthood Great Northwest, Hawai’i, Alaska, Indiana, Kentucky is more than a job.  It provides the opportunity to contribute to our powerful mission and perform meaningful work.

In healthcare services, this means a commitment to providing the absolute best in patient care and education. Our exceptional health center staff drives our mission forward by upholding our acclaimed customer service & confidentiality standards, and working to create a safe, judgement-free space for anyone seeking Planned Parenthood services.

About our Development Operations Manager position

Under the general supervision and direction of the Director of Annual Giving, the Development Operations Manager oversees and manages all Development data entry, processes, and reporting, as well as developing and implementing new processes as needed to improve fundraising effectiveness and efficiency. 

What will you be doing!

The Development Operations Manager will lead the systems, data, and compliance that supports both PPGNHAIK and PPAA fundraising programs. This role has primary ownership of the Raiser's Edge database, including administration, reporting, dashboard development, and data integrity, and directly supervises two Database Specialists and a Prospect Researcher. The Manager serves as the team's subject-matter expert on data governance, gift processing, and regulatory requirements.

Key Responsibilities:

Database Administration 

• Serve as the administrator of the Raiser's Edge database, overseeing system configuration, user permissions, constituent record structure, and data architecture.

• Establish and enforce database standards, data entry protocols, and naming conventions.

• Manage software updates, integrations, and third-party plug-ins connected to Raiser's Edge.

• Oversee data hygiene, including deduplication, NCOA updates, and data audits.

Reporting & Dashboard Development

• Design, build, and maintain queries, exports, and reports that support fundraising, finance, and executive decision-making.

• Develop and maintain real-time dashboards (e.g., via Raiser's Edge NXT, Power BI, or similar tools) tracking revenue, pipeline, and KPI performance for staff development and leadership.

• Partner with the Development Leadership Team to translate data needs into accurate, actionable reports for leadership, Board of Directors, audit, and grant compliance purposes.

• Continuously evaluate and improve reporting to increase efficiency.

Gift Processing & Revenue Operations

• Oversee the timely and accurate processing and reconciliation of all gifts, pledges, and other revenue types.

• Partner with the Finance department on monthly and annual revenue reconciliation, ensuring development and finance figures remain aligned.

• Oversee the acknowledgment and tax-receipting process.

• Stay current on nonprofit compliance requirements, including charitable solicitation registration, gift acceptance policies, and donor privacy regulations.

• Maintain documentation of internal controls and compliance procedures for development operations; support internal and external audits as needed.

Prospect Research Oversight

• Provide direction and supervision to the Prospect Researcher, ensuring research priorities align with major gift, mid-level, annual, and institutional giving strategies.

• Ensure prospect research findings, wealth screening data, and ratings are captured in the database.

• Support prospect pipelines growth and portfolio assignments in partnership with the philanthropy team.

Team Management

• Directly supervise two Database Specialists and a Prospect Researcher, providing clear direction, coaching, and professional development support.

• Establish workflows, documentation, and cross-training.

• Conduct regular one-on-ones and annual performance reviews for direct reports.

Foster a culture of accuracy, accountability, and continuous growth

Supervisory Responsibilities:

Supervises Database Specialists and Prospect Researcher, or similar positions. Provides daily work direction, approves time sheets, administer performance reviews, and participates in employment decisions.

Minimum Qualifications:  

BA/BS in related field required

Five years’ experience with Raiser’s Edge required, including experience managing large-scale data manipulation, building complex queries and reports, and working directly with support technicians.

Extensive experience in Excel, dashboard adjustments and dataset combing preferred.

Project management experience.

Salary Range:

$64,677 - $110,000 - Annually

*Actual starting pay will be determined based on factors including, but not limited to, relevant experience, education, internal equity, geographic location, and the budgeted hiring range established for the position.

Position Type:

Remote position within our 6 states - Full- time

Benefits Eligibility:

This position is eligible for PPGNHAIK benefits.  As part of our total compensation, we provide a comprehensive benefits plan including medical, dental and vision plans, retirement, paid time off, short and long-term disability and life insurance.  For additional information about our benefits program, please send an email to hre.contacts@ppgnhaik.org.

Other Information:

All new hires are strongly recommended to have the COVID-19 vaccination, including boosters. All new hires hired between September and April must present proof of receiving a current flu shot.

What we expect from you.

• That you adhere to our code of conduct, policies, procedures, and protocols.
• That you always demonstrate a high degree of professionalism.
• That you always support and model our customer service standards.
• That you value continuous learning and seek ongoing training and development.

Our commitment to diversity:

At PPGNHAIK, we’ve outlined our priorities and goals as we continue to cultivate and promote a diverse, equitable, & inclusive culture that champions dignity, care, and respect, and where employees feel welcomed and motivated to do their best. These priorities reflect our promise to support programs and initiatives that promote continuous learning and organizational development and discussions on DEI topics; provide internal developmental opportunities; and assess what more we can do to nurture a supportive and equitable work environment.

 Equal Employment Opportunity

PPGNHAIK is an Equal Opportunity Employer.  Equal Opportunity will be provided to all employees and applicants for employment on the basis of their ability and competence without unlawful discrimination on the basis of their race, color, ethnicity, national origin, gender, gender identity, gender expression, sexual orientation, religion, protected veteran status, marital status, age, disability, or any other status protected by applicable state or federal law.