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The Portfolio Development Manager is responsible for driving the BSO’s portfolio growth and moves management process, with a focus on transformational, estate and endowment giving from portfolio accounts. This role provides department-wide support for individual and institutional giving officers who seek transformational giving above and beyond a patron’s past annual support. New prospects will be introduced to Giving Officers’ portfolios with the successful completion of these duties, from identifying to discussing and eventually strategizing about accounts through the Prospect Management Group and Portfolio Review processes.
Success in this role requires clear and open-minded communication with primarily internal constituents, excellent project management skills, as well as the ability to keep and build a routine that will advance the portfolio program. Significant technical expertise is required in using the BSO’s CRM, Tessitura, to manage donor data, organize prospecting efforts, and pull lists and data.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Draw from many resources including BSO prospecting tools, local news sources, and volunteer intelligence to organize the BSO’s portfolio of 500+ accounts for giving and influence:
Portfolio Data Management
Champion and facilitate the institutional practice of accurate, timely, and appropriate record-keeping in order to support the BSO’s giving plans management program.
Management and Leadership Responsibilities
Participate as a member of the Advancement teams in occasional special events, BSO concert duties, and regular team and cross-departmental meetings.
QUALIFICATIONS AND CAPABILITIES
COMPENSATION AND BENEFITS
HOW TO APPLY
THE BALTIMORE SYMPHONY ORCHESTRA IS AN EQUAL OPPORTUNITY EMPLOYER
The Baltimore Symphony Orchestra and OrchKids do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, differing abilities, genetic information, age, parental status, military service, or other non-merit factors.
The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences of relief, to equalize peak work periods or otherwise to balance the workload.
ABOUT THE BALTIMORE SYMPHONY ORCHESTRA
For over a century, the Baltimore Symphony Orchestra (BSO) has been recognized as one of America’s leading orchestras and one of Maryland’s most significant cultural institutions. The Orchestra is internationally recognized and locally admired for its innovation, performances and recordings, and educational outreach initiatives including OrchKids. Launched by Marin Alsop and the BSO in 2008, OrchKids provides children educational resources and fosters social change through the power of music in some of Baltimore’s most underserved communities.
The Baltimore Symphony Orchestra performs annually for more than 350,000 people throughout the State of Maryland. Since 1982, the Baltimore Symphony Orchestra has performed at the Joseph Meyerhoff Symphony Hall in Baltimore. In 2005, with the opening of The Music Center at Strathmore in North Bethesda, Maryland, the BSO became the nation’s first orchestra with year-round venues in two metropolitan areas.