Associate Director, Prospect Development

UCSF Health, AG; San Francisco (CA); Hybrid; USD 150,000 - 190,000; Full time

Job summary

UCSF Health is seeking a highly autonomous Associate Director of Prospect Development to lead executive-level research strategy and pipelines for the Vice Chancellor and Principal Giving initiatives. You will manage complex wealth analytics, engage senior leadership, and drive data-informed decision making within UDAR.

The role emphasizes building proactive gift pipelines, forecasting outcomes, and integrating AI-driven tools to enhance prospect intelligence across UCSF Foundation boards and

Qualifications

• Advanced prospect research analysis and strategy development for UHNW individuals ($10M+).
• Ability to synthesize wealth indicators, disclosures, and biographical data into executive briefs.
• Strong governance of confidentiality and regulatory policies in research activities.
• Proven track record in building executive portfolio intelligence and pipelines.
• Experience with CRM platforms and primary prospect research engines to drive decisions.
• Experience applying AI tools to streamline research workflows and outputs.

Responsibilities

• Lead and consult on high-visibility research initiatives and prospect intelligence for executive leadership.
• Direct operational workflows and review cadences for executive prospect portfolios and pipelines.
• Develop and manage research programs, campaigns and annual plan contributions.
• Provide guidance on improving department processes for prospect identification and tracking.

Skills

Prospect research analysis

Executive stakeholder engagement

AI/automation in research

Project management

Interpersonal skills

UHNW prospect evaluation

Strategic thinking

Communication skills

Tools

Salesforce CRM

Blackbaud CRM/RE NXT

LexisNexis

RelSci

WealthX

SEC filings

Job description

Job Function Summary:

Involves activities associated with the research and management of prospective donors. Provides organization with key information and tools to effectively build relationships with donors and manage fundraiser portfolios. Provides performance metrics and consultation.

Generic Scope

Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues / problems without precedent and / or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy.

Custom Scope

Are you an expert prospect research strategist ready to shape executive intelligence and principal giving pipelines at one of the world’s leading health sciences institutions?

The University of California, San Francisco (UCSF) is seeking an exceptional, highly autonomous Associate Director of Prospect Development to serve as the lead operational and research strategist supporting UCSF’s Executive Office, Principal Giving Strategy team, and Volunteers program. Reporting to the Executive Director of Prospect Development within University Development and Alumni Relations (UDAR), you will assume operational ownership of executive-level portfolios for the Vice Chancellor and Associate Vice Chancellor.

In this technical leadership role, you will design and manage proactive principal gift pipelines ($10M+), execute deep-dive network mapping, and vet high-caliber candidates for the UCSF Foundation Board and Benioff Children’s Hospital Foundation Board. Acting as a strategic intelligence partner, you will combine deep analytical rigor with high-level stakeholder collaboration, translating complex wealth analytics and predictive modeling into executive decision intelligence that unlocks visionary philanthropy.

Why This Role Is Unique

• Executive Portfolio Ownership: Directly manage the operational tracking, review cadences, and intelligence pipeline for UCSF development executive leadership (Vice Chancellor and Associate Vice Chancellor).
• Principal Giving & Board Recruitment Scope: Drive network mapping and deep-dive intelligence for UHNW principal gift prospects ($10M+) and vet high-level leadership candidates for university foundation boards.
• Technical & Operational Leadership: Serve as a recognized subject matter expert across UDAR, integrating modern AI tools, predictive analytics, and data sets to optimize institutional pipelines.
• Matrixed Strategic Advisor: Bridge the gap between data science and frontline execution, providing matrixed guidance to interdisciplinary teams without administrative overhead.
• Premier Collaborative Culture: Embedded within UDAR’s innovative Prospect Development team at UCSF’s 2001 The Embarcadero location with flexible hybrid work options.

Desired Mindset & Competencies

• High-Level Strategic Agility: Proven ability to navigate opaque financial structures, evaluate UHNW prospects ($10M+), and frame delicate findings with exceptional diplomacy and neutrality.
• Modern Tool & AI Innovation: Enthusiastic about leveraging artificial intelligence tools, automation, and advanced research engines to streamline intelligence production.
• Executive Stakeholder Engagement: Superior interpersonal and political acumen to build seamless peer relationships with executive leadership, foundation board leads, and senior fundraisers.

Key Responsibilities

• 30%: Functions as a lead and consults with fundraising staff to oversee multiple research initiatives of high visibility and impact. Develops processes and methodologies to carry out complex research projects. Understanding of prospect moves management as well pipeline development. Principal Giving & Leadership Prospect Intelligence: Evaluates and synthesizes complex background information, wealth indicators, corporate disclosures, and capacity ratings to identify prospects worthy of leadership visibility. Applies established standards to vet and evaluate prospective candidates for recruitment pipelines associated with the UCSF Foundation Board and Benioff Children’s Hospital Foundation Board. Translates raw research data into actionable intelligence, strategic briefs, and capacity assessments tailored for executive consumption. Ensures all prospect intelligence meets institutional research standards, compliance guidelines, and donor privacy policies before distribution.
• 25%: Provides highly specialized prospect research and analyses using a variety of sources and strategies. Synthesizes large amounts of data for development planning and decision making. Executive Portfolio & Pipeline Management: Directs the operational workflows, tracking mechanisms, and review cadences that govern executive prospect portfolios (Vice Chancellor, Associate Vice Chancellor, and Principal Giving leads). Meets regularly with frontline fundraisers to review portfolio health, analyze prospect progress, and provide strategic framing of data to guide frontline moves. Synthesizes complex data into executive-level pipeline updates, portfolio health metrics, and strategic research intelligence for senior leadership. Ensures portfolio assignments, stage movements, and engagement milestones are accurately tracked and maintained within institutional systems.
• 25%: Develops and manages research programs, campaigns, goals and strategies. Recommends elements to include in annual plan. Resource for staff in development of new programs or initiatives. Executive Portfolio & Pipeline Management: Directs the operational workflows, tracking mechanisms, and review cadences that govern executive prospect portfolios (Vice Chancellor, Associate Vice Chancellor, and Principal Giving leads). Meets regularly with frontline fundraisers to review portfolio health, analyze prospect progress, and provide strategic framing of data to guide frontline moves. Synthesizes complex data into executive-level pipeline updates, portfolio health metrics, and strategic research intelligence for senior leadership. Ensures portfolio assignments, stage movements, and engagement milestones are accurately tracked and maintained within institutional systems.
• 15%: As a technical leader, provides guidance to management on ways to improve department processes for identifying and tracking prospects and donors. Regularly serves on committees for broad-based initiatives. Matrixed Analytics & Research Integration: Collaborates closely with the Prospect Decision Intelligence team to leverage advanced analytics, predictive modeling, and data sets for pipeline optimization. Maintains active synergy with the broader Prospect Research and Management team to align departmental intake protocols, research standards, and methodologies. Translates technical data modeling and analytics into practical, frontline-ready portfolio insights and pipeline recommendations. Provides ongoing feedback to analytics partners on data quality, reporting utility, and emerging research needs across executive portfolios.
• 5%: Other duties as assigned based on business needs.

Knowledge, Skills and Abilities

• Advanced knowledge in prospect research analysis, strategy, and best practices, with deep expertise in evaluating, synthesizing, and interpreting complex wealth indicators, financial data, corporate disclosures, and biographical information to assess prospect capacity ($10M+ level) and inclination for principal-level giving. (Req)
• Advanced knowledge of confidentiality, regulatory, and university policies governing research activities, with proven ability to deal with highly confidential matters with diplomacy, tact, and sensitivity. (Req)
• Proven technical skills required to utilize multiple complex research systems, CRMs (e.g., Salesforce, Advancement CRM platforms, or Blackbaud CRM/RE NXT), and primary prospect research engines (e.g., LexisNexis, RelSci, iWave, WealthX, SEC filings, real estate databases) to synthesize complex data sets into executive-level research findings. (Req)
• Demonstrated experience utilizing artificial intelligence platforms and modern tech tools (e.g., generative AI tools for synthesis, automation, or advanced data discovery) to streamline research workflows and enhance research intelligence output. (Req)
• Proven project management and program coordination skills to lead interdisciplinary initiatives, prioritize personal and team deliverables, manage project timelines, and drive cross-functional programs through from inception to completion without direct-report authority. (Req)
• Interpersonal skills to work collaboratively and integrate with multidisciplinary teams across the organization; ability to build and maintain strong peer-level relationships with frontline fundraisers, executive leadership (Vice Chancellor/Associate Vice Chancellor), and industry colleagues. (Req)
• Advanced analytical abilities and problem-solving skills to quickly evaluate complex, opaque financial structures (e.g., private equity, venture capital, offshore assets, private holdings) and apply sound, defensible judgment in capacity estimation and risk assessment. (Req)
• Advanced verbal and written communication skills to frame complex prospect data into concise, executive-level research profiles, strategic evaluations, and pipeline updates for senior leadership. (Req)
• 5+ years of progressively responsible experience in prospect research, prospect development, development operations, or pipeline analytics in a higher education or complex non-profit environment. (Req)
• 5-7+ years of experience in an academic medicine or complex university system, with a proven track record supporting principal gift strategies, executive portfolios, and cross-functional team initiatives. (Pref)

Knowledge, Skills and Abilities

• Advanced knowledge in prospect research analysis, strategy, and best practices, with deep expertise in evaluating, synthesizing, and interpreting complex wealth indicators, financial data, corporate disclosures, and biographical information to assess prospect capacity ($10M+ level) and inclination for principal-level giving. (Req)
• Advanced knowledge of confidentiality, regulatory, and university policies governing research activities, with proven ability to deal with highly confidential matters with diplomacy, tact, and sensitivity. (Req)
• Proven technical skills required to utilize multiple complex research systems, CRMs (e.g., Salesforce, Advancement CRM platforms, or Blackbaud CRM/RE NXT), and primary prospect research engines (e.g., LexisNexis, RelSci, iWave, WealthX, SEC filings, real estate databases) to synthesize complex data sets into executive-level research findings. (Req)
• Demonstrated experience utilizing artificial intelligence platforms and modern tech tools (e.g., generative AI tools for synthesis, automation, or advanced data discovery) to streamline research workflows and enhance research intelligence output. (Req)
• Proven project management and program coordination skills to lead interdisciplinary initiatives, prioritize personal and team deliverables, manage project timelines, and drive cross-functional programs through from inception to completion without direct-report authority. (Req)
• Interpersonal skills to work collaboratively and integrate with multidisciplinary teams across the organization; ability to build and maintain strong peer-level relationships with frontline fundraisers, executive leadership (Vice Chancellor/Associate Vice Chancellor), and industry colleagues. (Req)
• Advanced analytical abilities and problem-solving skills to quickly evaluate complex, opaque financial structures (e.g., private equity, venture capital, offshore assets, private holdings) and apply sound, defensible judgment in capacity estimation and risk assessment. (Req)
• Advanced verbal and written communication skills to frame complex prospect data into concise, executive-level research profiles, strategic evaluations, and pipeline updates for senior leadership. (Req)
• 5+ years of progressively responsible experience in prospect research, prospect development, development operations, or pipeline analytics in a higher education or complex non-profit environment. (Req)
• 5-7+ years of experience in an academic medicine or complex university system, with a proven track record supporting principal gift strategies, executive portfolios, and cross-functional team initiatives. (Pref)