Assistant Director of Prospect Research and Management
Listed on 2026-09-28
-
Business
Assistant Director of Prospect Research and Management
Job Category
:
Admin
Requisition Number
: ASSIS
001848
- Posted :
September 25, 2026 - Full-Time
- On-site
Showing 1 location
University of Redlands
Redlands, CA 92374, USA
Position Code:8048
DEPARTMENT/ADMINISTRATION: Office of Advancement
POSITION
:
Administrative, Exempt (12 months), Full-time (40 Hours)
SALARY RANGE:$70,
HIRING RANGE:Anticipated hiring range is near or at the minimum of the classification, commensurate with candidate's education, experience, skills, and training.
INTRODUCTORY PERIOD:Twelve (12) Months
AVAILABLE:Immediately
POSTING DATE: September 24 , 2026
Final date to receive applications:Open Until Filled, Apply Immediately.
Definition of Classification:
The Assistant Director of Prospect Research and Management (ADPRM) serves as a strategic partner to Advancement leadership by providing prospect research, wealth intelligence, portfolio analysis, and prospect management support to advance fundraising priorities and institutional goals. The ADPRM is responsible for identifying, researching, analyzing, and evaluating prospective donors using a variety of biographical, philanthropic, financial, and public information sources. This position works closely with gift officers, Advancement Operations, and departmental leadership to develop prospect pipelines, enhance fundraising strategies, and support major gift cultivation and solicitation efforts.
The ADPRM helps ensure that Advancement staff have access to accurate, timely, and actionable prospect intelligence to support effective donor engagement and fundraising success.
Duties and Responsibilities:
This position serves as a key resource within Advancement Operations by providing comprehensive prospect research, portfolio management support, wealth screening analysis, and fundraising intelligence. The role works closely with Advancement leadership, gift officers, and Advancement Services staff to identify new major gift prospects, assess philanthropic capacity, evaluate donor engagement, and support strategic fundraising initiatives. Responsibilities include conducting in-depth research and analysis, preparing prospect profiles and briefings, managing prospect pipelines, and monitoring fundraising portfolios to maximize development officer effectiveness.
The position also supports prospect management processes, develops data-driven recommendations, and helps maintain research standards, confidentiality, and compliance with ethical research practices and institutional data governance policies.
The duties and responsibilities include, but are not limited to, the following:
Prospect Research and Analysis:- Conduct comprehensive research and analysis on individuals, corporations, foundations, and organizations to assess philanthropic capacity, affinity, and inclination to support the institution.
- Prepare detailed prospect profiles, briefing materials, relationship maps, and research reports for Advancement leadership, gift officers, and institutional executives.
- Identify and qualify new major gift, principal gift, and planned giving prospects through proactive research and data analysis.
- Utilize public records, subscription research tools, wealth screening resources, and internal systems to gather and evaluate prospect information.
- Support wealth screening projects and assist in evaluating screening results and recommendations.
- Maintain current knowledge of wealth indicators, philanthropic giving patterns, and prospect research best practices.
- Promote ethical research practices and ensure compliance with institutional policies and professional prospect research standards.
- Ensure prospect research records are accurate, complete, and appropriately maintained within the CRM.
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