Advisor, Portfolio Strategy & Solutions
University of Tennessee
Advisor for Portfolio Strategy and Solutions
The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of Advisor for Portfolio Strategy and Solutions. Reporting to the Director of Portfolio Strategy and Solutions, the Advisor for Portfolio Strategy and Solutions is responsible for catalyzing the production of the Development team through a solutions-focused advisory approach that is collaborative, professionalized, and strategic.
The purpose of this position is to serve as the Prospect Development team's primary point of contact for assigned Development unit leaders. Seeking to understand the unique needs of each Development unit leader, Advisors ensure their efforts are focused on enhancing the strategic capacity of unit leaders—especially as it relates to planning and coaching teams of Development Officers.
Responsibilities
Job responsibilities include, but are not limited to:
Portfolio Strategy: Collaborate with fellow Prospect Development team members to inform the refinement of workflows and business processes that will effectively maintain and monitor the University of Tennessee system-wide portfolio while further segmenting the System-wide portfolio into institutional portfolios, institute portfolios, unit-based portfolios, individual Development Officer portfolios, and prospect pools—all with a goal of ensuring dynamic and optimized prospect assignment across the pipeline.
Portfolio Solutions: Proactively serve as a professional advisor who is laser focused on identifying and addressing barriers to Development Officer production.
Prospect Management: Monitor overall integrity of performance metrics for Development Officers and collaborate with prospect development colleagues and Central Services colleagues to ensure respective dashboards and reports are accurate, clear, and accessible.
Qualifications
Required Education and Experience
The candidate who fills the Advisor for Portfolio Strategy and Solutions position is required to have:
- Bachelor's degree
- 1+ years of experience in roles that require translating data and analysis to generate actionable strategy and solutions that drive business outcomes
- An entrepreneurial mindset with strong strategic planning capabilities and business intelligence acumen
- Experience working within a decentralized work environment, in a collaborative service role leading complex projects
- A broad understanding of diverse prospect bases spanning the full scope of UTFI's enterprise, i.e. business, engineering, arts & sciences, agriculture, athletics, grateful patients, and friends of the institution
- Excellent analytical, communication, and interpersonal skills
A valid driver's license with an acceptable driving record is required due to travel responsibilities of the position. UTFI reserves the right to consider all appropriate circumstances. In general, any significant driving offense less than 12 months old will eliminate the application from consideration for the position.
Preferred Education and Experience
In addition to meeting the required qualifications, the preferred candidate will have:
- Master's degree
- Philanthropic experience, including fundraising, prospect development, prospect management, portfolio development and the use of analytic tools
- Experience utilizing CRMs; Salesforce preferred
- Change management experience
- Experience developing and leading trainings, and/or experience teaching or advising professional staff
Application Process: Applications must include a completed candidate profile, cover letter, and resume. Candidates selected to move forward in the evaluation process will be asked to provide contact information for three professional references. References will not be contacted without explicit permission of the candidate.
When determining minimum qualifications, only information entered into the candidate profile can be considered. Please ensure your candidate profile is completed in its entirety as it relates to qualifying education/work experience.
Applicants must be legally authorized to work in the United States on a full-time basis without need now or in the future for sponsorship for employment visa status.
Questions about the search may be directed to View email address on click.appcast.io.
Target Start Date: August 1, 2025
Benefits: The Foundation's greatest asset is our team. Foundation employees are eligible for a comprehensive suite of benefits that includes:
- Generous paid leave, accruing up to 24 days of vacation and 12 days of sick leave annually, plus 14 paid holidays and administrative closing days
- Flexible work arrangements, offering a hybrid schedule to most team members
- Education benefits for employees and their dependents at UT System campuses
- Retirement and deferred compensation plans, including 401(k), 403(b), etc.
- Comprehensive medical, dental, and vision insurance plans
- Employee discounts to attractions, services, and goods
The Foundation: The University of Tennessee Foundation, Inc. is a not-for-profit 501(c)3 organization that serves as the preferred channel for private contributions benefiting students and faculty within the UT System. With a vision of being one of the top-performing advancement organizations in higher education, UTFI is committed to enhancing the educational landscape across the University of Tennessee campuses.
The UT System: The University of Tennessee System is comprised of campuses at Knoxville, Chattanooga, Pulaski, Martin and the Health Science Center at Memphis; the Institute of Agriculture; and the Institute for Public Service.
The University of Tennessee Foundation, Inc. is an EEO/AA/Title VI/Title IX/Section 504/ADA/ADEA employer. All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, and parental status, or any other characteristic protected by federal or state law.
Job Info
- Job Identification 5814
- Job Category Advancement
- Posting Date 06/01/2026, 06:01 PM
- Job Schedule Full time
- Locations 1525 University Ave, Knoxville, TN, 37996, US
- ...The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of Advisor for Portfolio Strategy and Solutions. Reporting to the Director of Portfolio Strategy and Solutions, the Advisor for Portfolio Strategy and...SuggestedFull timeWork experience placementWork visaFlexible hours
- ...TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) a fully employee-owned, independent... ...our experiences and expertise and make available quality solutions to achieve our client's specific needs. TCV has offices in...SuggestedWork at officeNight shift
- ...relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive...SuggestedTemporary workWork experience placement
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...financial planning / wealth strategies including assessment of client... ...Deliver customized solutions and the full resources of Bank... ...Experience managing client portfolios and driving growth Proven...SuggestedWork at officeShift workDay shift
- ...Description Summary: The Portfolio Manager (PM) works to support the revenue generation for Relationship Managers (RM) and Market Presidents for the Manufactured Housing Communities (MHC) division within the Specialty Lending Group (SLG). The Portfolio Manager...Suggested
- ...healthcare expense, and legacy strategies. (blueridgewealth.com). Our... ...mitigation and implement solutions. Work with the business,... ...industry in an operations, portfolio management, trading, or client... ...an SEC-registered investment advisor working with thousands of...
- ...Serve as primary relationship manager for a portfolio of financially complex client... ...integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments... .... Proactively work with the financial advisor on assigned investment accounts for...Full timePart timeWork at officeShift workDay shift
- Back Portfolio Manager II - Commercial Admin Total Bank #73-9035 Knoxville, Tennessee, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration...Full timePart timeWork at office
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere... ...position is responsible for managing a portfolio of existing firm clients and development... ...Optimize/recommend appropriate tailored solutions to client needs and provide various services...Work at office
- ...position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide... ...analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting ~ Strong...
$50k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking... ...to new information seeking the right solutions for clients Comfortable in your...Work at officeWork from homeHome officeFlexible hours$48k - $53k
...purpose of this position is to develop and implement technology solutions to achieve communications goals. These solutions will... ...necessary reports used by administration to implement data-driven strategies. Graduate School Event Support and Service (Orientations, Hooding...Full timeWork at officeRemote workWork visa$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...education, skill-building, and development strategies you need to be successful in building a... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office- ...Financial Advisor Are you a motivated and experienced Financial Advisor looking to make... ..., asset allocation, and investment strategies will be key to your success. What You... ...clients reach their objectives. Monitor Portfolios: Regularly review and adjust clients' investment...Full timeLocal areaRemote work
$127.34k
...Description: At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent... ...as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most...Full timeFlexible hours$49.4k
...providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers Conducts... ...Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM Educates...Full timeWork at officeFlexible hours$5,000 per month
...clients through personalized financial strategies that help them achieve their goals. Guide... ..., and more. Deliver customized solutions based on client goals, income, and life... ...with your team and learn from experienced advisors through collaboration Stay up to date...Contract workWork at officeFlexible hours- ...is responsible for assisting with customized wealth planning strategies for clients and prospects of the team they join. He or she will... ...comprehensive and integrated planning across a wide array of customized solutions and recommendations including: DUTIES and RESPONSIBILITIES:...
- ...leadership Identify communication issues and come up with solutions based on research Work directly with local news media organizations... ...media interaction and press conferences Develop content strategies and create data stories Speak to the press on behalf of the...Full timeLocal areaOverseas
- ...network is seeking a Franchise Performance Advisor to serve as the primary business partner... ...setbacks, and persist until you find solutions. If you’re the type who sees obstacles as... ...practices Train owners on pricing strategy, financial benchmarks, and margin improvement...RelocationRelocation packageFlexible hours
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... ...Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities...Local area
- ...are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service.... ...short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited...Full timeTemporary workPart timeRemote workFlexible hours
$1,000 per month
...business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year... ...that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and...
- ...clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state...Work at officeLocal area
- ...reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal candidate is someone who possesses a solid...
- ...including payroll check registers Proactively identifies and informs Department Head of potential budget/financial issues, recommends solutions, and oversees implementation PROCESSING/ENTRY OF FINANCIAL TRANSACTIONS: Processes and audits financial transactions...Full timeWork at officeWork visa
- ...Financial Advisor - Mountain Commerce Bank Your career path should lead to real opportunity LPL Financial partners with banks... ...and families that look to Mountain Commerce Bank for financial solutions. This position will offer: The ability to build a strong...Local area
- ...MHI is seeking a Parts Counter Sales professional who thrives in a fast-paced environment and takes pride in delivering accurate, solution-based service. This role is ideal for someone who is highly detail-oriented, customer-focused, and dependable , with the...Temporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor, Portfolio Strategy & Solutions. Be the first to apply!
- hvac comfort advisor Knoxville, TN
- comfort advisor Knoxville, TN
- solution advisor Knoxville, TN
- care advisor Knoxville, TN
- college advisor Knoxville, TN
- innovation advisor Knoxville, TN
- remote advisor Knoxville, TN
- cultural advisor Knoxville, TN
- trust advisor Knoxville, TN
- service advisor assistant service manager Knoxville, TN




