Portfolio Development Manager - Regional (2025878)
World Relief seeks a Portfolio Development Manager (PDM) for the large, regional U.S. Offices. As a strategic leader, the PDM serves as the primary liaison between the home office and this designated cluster of offices providing support to activate private revenue growth. In this role, you’ll guide external engagement strategies that integrate donor development, church partnerships, and private fundraising initiatives.
PDMs are trusted advisors who ensure each office’s plans align with World Relief’s broader mission while honoring the unique context and strengths of local teams. This is a high-impact role for someone who thrives at the intersection of strategy through project management, relationship-building, and mission-driven leadership.
ROLE & RESPONSIBILITIES:
- This role is responsible for supervising others and includes responsibilities consistent with supervising employees, including but not limited to monitoring daily work activities, tracking and approving timesheets including approving time off, monitoring performance including entering goals, progress check-ins, and weekly or bi-weekly check-ins, documenting performance concerns, entering staff promotions, transitions, and separations in HRIS within required time frame. Managers at World Relief are also considered spiritual leaders and are expected to lead staff in a manner consistent with our Christian values, including but not limited to praying with staff, leading devotionals, and fostering a Christian environment in interactions with staff throughout World Relief.
Strategic Planning & Implementation
- With U.S. Office Advancement leadership, co-develop and implement integrated Advancement strategies, including church engagement, donor acquisition, and private fundraising to achieve financial goals
- Guide the execution of donor acquisition and brand amplification strategies tailored to local office strengths and opportunities
- Lead cross-functional advancement initiatives from strategy through implementation, establishing clear project plans, timelines, and accountability structures to ensure successful execution across teams, channels, and offices
- Provide thought leadership to the portfolio of offices, building relational capital and exercising sound judgment in navigating advancement strategy for each office
Capacity Building, Coaching & Resourcing the Local Office
- Monitor and support local offices in achieving quarterly lead and lag indicators and annual fundraising goals comprehensive of donor/church partner acquisition, pipeline development and retention
- Work with Communications Support Officer (CSO) to identify strengths and gaps in local messaging and branding, including story collection, social media, email marketing, and adherence to brand guidelines
- Allocate centralized support through the Development Support Officer (DSO) for all breadth stewardship and local office development needs
Campaign & Product Leadership
- Champion and project manage the full adoption of major national campaigns across assigned offices— serving as the lead advocate and liaison to ensure every office fully understands, implements, and aligns with campaign goals, messaging, and deliverables
- Lead campaign readiness and execution across assigned offices, coordinating major donor and mass marketing strategies, managing timelines and deliverables, and ensuring teams have the resources, tools, and support necessary to achieve campaign goals.
Tools & Data-Informed Portfolio Development
- Provide training and support in the use of HubSpot, Dynamics, RENXT and other CRM tools to build and manage donor pipelines and ensure proper usage
- Assist in portfolio analysis, goal setting, and opportunity tiering to optimize fundraising efforts
- Coach local fundraising staff on sales processes, meeting scheduling, pitch development, and partner care strategies
- Act as a liaison with Strategic Partnership Directors, Partnership Trust Impact Team and Corporate and Foundations Team to assist offices in developing proposals, and reports for major donors and foundations as opportunities arise
- Facilitate cross-office learning and best practice sharing to strengthen national fundraising capacity
- Provide instruction on portfolio management practices, including use of NXT, annual forecasting, donor strategy guides and portfolio tiering
- In collaboration with Sales Process and Pipeline team, provide U.S. offices with prospective leads based on and wealth research offering support and training on lead cultivation
JOB REQUIREMENTS:
- Mature and personal Christian faith
- Committed to the mission, vision, and values of World Relief
- Desire to serve and empower the Church to impact vulnerable communities
- Able to affirm and/or acknowledge World Reliefs Core Beliefs, Statement of Faith, Christian Identity and National Association of Evangelicals' For the Health of The Nation document
- Bachelors degree, preferably in Business Administration, Non-Profit Management, Marketing, Communications, or a related field
- 5+ years of progressive experience in nonprofit fundraising including major gift pipeline development
- 2+ years of direct supervisory experience, including performance management, goal tracking, professional development, and team coaching
- Strong project management skills with proven track record of seeing projects from ideation through implementation to completion
PREFERRED QUALIFICATIONS:
- Results driven orientation with strategic acumen and an ability to shape plans and activities to align with strategic goals
- Demonstrated ability to lead cross-functional teams, leverage personal influence to reach goals, and foster strong collaboration
- Strong people management skills, with a passion for working through a team to engage stakeholders with giving opportunities
- Possess excellent communication skills and emotional intelligence, with the ability to step into challenging interpersonal situations, address conflict and maintain long-term relationships
- Experience with Raisers Edge NXT
- Experience with HubSpot
- Ability to use with fluency all Microsoft programs such as Word, PowerPoint, Excel and Outlook
Skills
As published by lever · 18 questions · 2 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Portfolio URL, What is your age range?, I identify my ethnicity asSelect all that apply, What gender do you identify as?
Short answers (2)
- What is your desired salary range for this position (in US dollars)?
- If you do have a relative at World Relief, please provide their name(s).
Pick from a list (13)
- World Relief's MISSION: Our mission is to boldly engage the world’s greatest crises in partnership with the church. Do you agree with our mission? (Note: a "no" answer will disqualify you as a candidate)
- World Relief's VISION: We envision thriving, welcoming communities where families flourish, and people experience restorative relationships with God, their neighbors, themselves, and all of creation. Do you agree with our vision? (Note: a "no" answer will disqualify you as a candidate)
- World Relief's VALUES: 1. The Example of Jesus as we serve those who are suffering from poverty and injustice, regardless of color, belief, or gender, as part of God's plan to redeem, reconcile and restore the world. We seek to follow Jesus by living holy, humble and honest lives individually and corporately. 2. The Local Church as a primary agent of bringing peace, justice, and love to a broken world. The integrated "word" and "deed" dimensions of God's mandate, as evidenced through the church's integral, or transformational, mission are necessary to bringing reconciliation and restoration to God, others, and the environment. 3. People, whether staff, volunteers, clients, program participants, donors and partners, as important actors in bringing peace, love, and justice. We recognize and affirm World Relief as a multicultural organization and seek to understand and respect the multiplicity of cultures among us. As we seek change in the world, we recognize that we, too, are changed, by those we serve. 4. Excellence/Continuous Improvement in all our program initiatives and support services, following best practices and standards in a manner that is sustainable to the community from a spiritual, social and economic perspective. We also seek to apply our human and financial resources in such ways that maximize impact and sustain benefits to the greatest number of people. 5. Partnership, by seeking, facilitating and promoting collaboration among all stakeholders including local governments, the worldwide church, mission agencies, other NGOs and the business community, recognizing partnership as essential to serving the most vulnerable. We believe each expression of the worldwide Church has a unique and interdependent role in bringing peace and justice to the world. 6. Empowerment by prioritizing the leadership and participation of those we serve, whether people, churches, or local institutions, as critical to creating and sustaining change. We seek to catalyze a movement of worldwide volunteers to multiply impact, and we value capacity-building as a means towards that end. 7. Prayer as the priority and foundation for accomplishing our mission. Do you agree with World Relief's VALUES? (note: a "no" answer will automatically disqualify you as a candidate)
- In addition to our Statement of Faith and Mission, Vision, and Values, World Relief has other key tenets of our Christian Identity defined in eight affirmations as shown below. AFFIRMATION I: Our Christian Faith - the Center of our identity AFFIRMATION II: Created in God’s Image (Imago Dei) AFFIRMATION III: Addressing Poverty and Greed AFFIRMATION IV: Solidarity with The Stranger/Vulnerable AFFIRMATION V: The Church AFFIRMATION VI: Speaking the Truth AFFIRMATION VII: Creation Care AFFIRMATION VIII: Human Sexuality The full document “TOWARDS A FRESH EMBRACE OF OUR CHRISTIAN IDENTITY” is available as a link on the career page. Except for Executive and Senior Leadership, a designation that defined in the job descriptions, employees do not necessarily need to agree with these beliefs. However, all employees at the time of hire will be required to state that they have seen and had an opportunity to review and that they understand the content of the document with these affirmations and will have to uphold that these are the organization’s beliefs on these matters in their internal and external representation of World Relief. Have you reviewed and understand the World Relief document TOWARDS A FRESH EMBRACE OF OUR CHRISTIAN IDENTITY, which informs the organization’s position and understanding of key issue regarding our Christian faith. (Please note that a "no" answer will disqualify you from consideration)
- Are you willing to submit to a criminal background check?
- Are you 18 years of age or older?
- Will you now or at any time require Visa sponsorship to work in the U.S.
- Do you have any relatives that work for World Relief?
- Rate your Microsoft Outlook proficiency.
- Rate your Microsoft Word proficiency.
- Rate your Microsoft Excel proficiency.
- Rate your Microsoft PowerPoint proficiency.
- Are you proficient in additional language(s) other than English?
Written answers (2)
- Please share about your Christian faith in 300 words or fewer (for example, you could tell us about your spiritual practices, how you became a Christian, or what Jesus Christ means to you). optional
- If yes, which additional language(s) are you proficient in? optional
Attachments (1)
- Please upload your cover letter optional