Assistant Director, Economic Forecast Project

Position Number: 40030587

Payroll Title: ALUMNI EXTERNAL REL SPEC 3 (006299)

Job Code: 006299

Job Open Date: 2/19/25

Application Review Begins: 3/6/25

Department Code (Name): FNAD (VC INST ADVANCEMENT - FINANCE)

Percentage of Time: 100

Union Code (Name): 99

Employee Class (Appointment Type): Staff: Career

FLSA Status: Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: Grade 21

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $70,000 to $85,000/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $69,500 to $123,500/year.

Work Location: Building 477 - 103

Working Days and Hours: Monday-Friday, 8am-5pm (additional hours, as needed)

Benefits Eligibility: Full Benefits

Eligible for Hybrid Scheduling: Hybrid (Both UC & Non-UC locations)

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The Economic Forecast Project is a UC Santa Barbara community-sponsored research department. Its mission is to provide reliable economic, demographic, health, and environmental data and analysis to our community of citizens, government, business, non-profit, and other users. To this end, the EFP maintains extensive databases for Santa Barbara County and the Central Coast. Research is presented to local communities via the internet, publications, webinar, and events held across Santa Barbara County throughout the year.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Serves as the Assistant Director of the Economic Forecast Project working with the Director of the Economic Forecast Project, handles all fundraising, business and sponsorship matters. This position requires the incumbent to act with extraordinary judgment, initiative, discretion, and independence. Must be able to independently prioritize, organize, and handle a wide variety of responsibilities accurately, consistently and with tight deadlines. Maintains the sponsor and board databases. Initiates marketing and publicity related to Forecast events, in coordination with external event coordination, graphic art services, arrangements for speakers, boards, event logistics and sponsor recognition. Collects and updates all speaker photographs and bios as well as all sponsor descriptions and logos. Serves as primary contact with outside printing vendors for scheduling, training, assignment and prioritization of workload. Serves as primary contact with outside printing vendors for scheduling, estimation of printing expenditures and contract negotiations. Attends board and committee meetings and records minutes. Coordinates board and committee meeting schedules. Collaborates with board members on sponsor prospects. Keeps board members informed on all aspects of sponsorships, events, and speakers. Cultivates and stewards board member relationships. Must have knowledge of economic and financial principles. Graphics, writing, editing, publishing, digital economics newsletter. Manages social media accounts: content creation, editing, publishing, monitoring, interacting with users. Monitors and works with others to keep the website up to date. Monitors and coordinates the Director's calendar and schedule.

Required Qualifications:

• Bachelor's degree in related area and / or equivalent experience / training
• 1-3 years of experience in related field and/or training
• Knowledge of economic and finance principles.
• Thorough written, verbal and interpersonal communications, tact and political acumen to effectively represent the campus.
• Thorough research, analytical and critical thinking skills, including sound judgment and decision-making skills and skill to correctly identify real and potential problems, advising management as required, and proposing effective strategic resolutions.

Preferred Qualifications:

• 1-3 years of experience working with economic and finance principles
• Skill in project management, including event planning and meeting deadlines.
• Thorough knowledge of basic concepts, principles, and procedures of building and maintaining effective relations with alumni, internal and key constituencies.
• Thorough knowledge of the campus, its mission, goals, objectives, programs, achievements, infrastructure and issues of concern.

Special Conditions of Employment:

• Must be able to work occasional evenings.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegation or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 20% Sponsorship Development - Identify, cultivate, solicit, and close corporate sponsorship prospects and steward existing sponsors. Meet individually with prospects and sponsors throughout Santa Barbara County. Work with Director and board members to cultivate sponsor prospect relationships including strategies leading to sponsorship, sponsor related meetings, and proposals to prospects. Create and execute a master plan that includes annual sponsorship revenue goals based on the Director's direction. Prioritize and coordinate all sponsor fund raising activity, working closely with board members. Collaborate with other UCSB Development Officers on potential prospects. Primary liaison with 100 corporate, non-profit and government sponsors, seminar coordinator and printing vendors, as well as other community representatives for the EFP. This includes: 1) oversight of seminar coordinator in preparation for annual conferences and mid-year update conferences, 2) estimation of printing expenditures, scheduling, and contract negotiations with outside printing vendors; 3) collection and updating of all speaker photographs and bios 4) collection and updating of all sponsor descriptions and logos on an annual basis. Frequent contact with executives representing major sponsors, handling all of their needs and requests in an efficient manner. Attends community events as a representative of the Economic Forecast Project.

• 35% Communications, Marketing and Publicity - Designs invitations, fliers, and other promotional materials for Economic Summit and related events using Adobe InDesign. Coordinates and approves radio, print and television advertising before and after events, with special attention paid to accuracy. Updates EFP website with latest information about upcoming events. Edits and proofreads content for the website with knowledge of online blogging and publishing tools as well as with attention to grammar and punctuation. Incorporates their knowledge of economic and financial principles. Graphics, writing, editing, publishing digital newsletter. Manage social media accounts on a regular basis: content creation, editing, publishing, monitoring, interacting with users.

• 15% Event Management - Independently plans, coordinates, implements and problem-solves all aspects of various EFP events, including one large Economic Summit for 1100-1500 guests and two mid-year Economic Updates for 200+ people. Manages guest lists, ticket distribution, invitations, and tracks RSVPs. Attends all events and is the main contact person and EFP representative for any problems that may arise. Negotiates with and manages event vendors, service providers and venue facilities ensuring payment for goods and services rendered and that policies and procedures set by UCSB Business & Financial Services are followed. Obtains special permits if necessary, including extensive communication with the City of Santa Barbara and the Santa Barbara Downtown Organization and local Chambers of Commerce. Develops event budgets of up to $100,000; evaluates and selects venues; evaluates need for and negotiates contracts for vendors and services; monitors costs against established budgets. Arranges all technical support contracts for off-site seminars and conferences. Directs layout and set up of various event sites such as conference rooms, large conference facilities, public venues such as theaters, including multiple staging areas. Supports and/or directs multiple event participants including special guests and speakers, board members, community and business leaders, campus administrators. Ensures that all events represent the university, its constituents and its policies appropriately, that needs and timelines are effectively and efficiently met, and that goals for events are achieved. Coordinates post event acknowledgements and documentation.

• 10% Finance & Administration - Procurement services such as, but not limited to, Gateway orders, vendor contracts, income contracts serving as a Flexcard holder, etc. A/P - Payment of invoices/event venues/catering etc. while adhering to UC's policies, procedures and budget guidelines. On-boarding and Off-boarding of grad students including but not limited to recruitment, hiring, approving Kronos timecards, arranging computer and file access needed and general supervision.

• 10% Board Management - Attends all board meetings and records minutes. Collaborates with senior corporate, non-profit and government executives who comprise the EFP boards on sponsor prospects. Keeps board members informed on all aspects of sponsorships, events, and speakers. Cultivates and stewards board member relationships. Works with board chairs and committee chairs on goal setting and strategies to accomplish established goals.

• 10% Sponsor Services - Primary liaison with 100 corporate, non-profit and government sponsors, seminar coordinator and printing vendors, as well as other community representatives for the EFP. This includes: 1) oversight of seminar coordinator in preparation for annual conferences and mid-year update conferences, 2) estimation of printing expenditures, scheduling, and contract negotiations with outside printing vendors; 3) collection and updating of all speaker photographs and bios 4) collection and updating of all sponsor descriptions and logos on an annual basis. Frequent contact with executives representing major sponsors, handling all of their needs and requests in an efficient manner. Attends community events as a representative of the Economic Forecast Project.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit:

* UC Santa Barbara COVID-19 Information - https://www.ucsb.edu/COVID-19-information
* University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Opportunity/Affirmative Action Statement:

UC Santa Barbara is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.
For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

Reasonable Accommodations:

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