Natural Resources Defense Council, Inc.

Associate Director, Portfolio Management

Job Locations US
Posted Date 2 months ago(2/16/2024 4:55 PM)
Job ID
# of Openings


NRDC is a non-profit environmental advocacy organization. We use law, science, and the support of 3.1 million members and online activists to protect the planet's wildlife and wild places and to ensure the rights of all people to clean air, clean water, and healthy communities. NRDC was founded in 1970 and our people helped write some of America's bedrock environmental laws, including the Clean Water Act and many of the implementing regulations. Today, our team of more than 700 lawyers, scientists, economists, policy advocates, communications experts, and others work across the United States and the globe from our offices in Beijing; Bozeman, Montana; Chicago; New Delhi; New York; San Francisco; Santa Monica; and Washington, D.C. 

Position Summary 

NRDC is seeking an Associate Director of Portfolio Management to oversee our new moves management and portfolio management process across several teams in Development--- Principal and Major Gifts, Foundations, Planned Giving, and the mid-level program in our Membership department. The Associate Director of Portfolio Management will utilize metrics and data to audit the health of portfolios; provide assignment/staging recommendations and strategy on cultivation and solicitation plans in regular meetings with gift officers across the above-mentioned teams and manage two coordinators to ensure data entry, standardization and hygiene in Salesforce. 

Reporting to the Development Chief of Staff, the Associate Director of Portfolio Management will manage two Moves Management Coordinators to ensure all information inputted and report fields are up to date and accurate and act as the chief honest broker for the system on qualified moves and metrics tracking on fundraiser performance throughout the year. 



  • Manages two coordinators that enter the activities, contact reports and input of all gift officers with assigned donors and prospects.  
  • Creates a tickler system to keep strategies, cultivation and solicitation steps moving. 
  • Collaborates with gift officers and Directors to develop the donor/prospect portfolios of all gift officers. 
  • Provides reports on activities and moves at regular intervals to the Development Leadership Team. 


  • Monitors the activities, call reports and input of all with assigned prospects; red flagging and taking a proactive coaching role in helping with challenging donor/prospect interactions, communications and other relationship issues. 
  • Keeps the Development Chief of Staff consistently aware of issues that should be handled by Development leadership. 
  • Establishes and publishes the Moves Management Meetings calendar in collaboration with the Directors of each team. 
  • Prepares and coordinates regular moves meetings and organizes all collateral for those discussions.  
  • Works and coaches individuals on managing their prospect pools, strategies and caseloads. •  
  • Works with team leads to develop individual and collective strategies designed to meet short and long term goals 


  • Collaborates with Donor Systems to produce weekly, monthly, and quarterly log of activities, moves, opportunities and accomplishments.  
  • As requested prepares and gathers data and information related to portfolio management required for meetings of the Board requested by the Chief Development Officer 


Minimum Education & Experience: 

  • BA or equivalent experience required 
  • 4-7 or more years’ experience working within a large NGO in supporting a moves management system or similar tracking process for donor engagement 
  • CRM experience: preferably Salesforce 
  • Management experience  

Skills, Abilities, Competencies 

  • Excellent verbal, written and interpersonal skills 
  • Demonstrated track record of success in managing logistics for a portfolio/moves management system 
  • Practices discretion and confidentiality 
  • Self-directed and independent with the ability to prioritize multiple deadlines  
  • Detail oriented with excellent organizational and project management skills 
  • Commitment to NRDC’s mission, values, and DEI principles

NRDC is committed to advancing diversity, equity, and inclusion, both in our work and in our workplace. We believe that celebrating and actively welcoming diverse voices and perspectives is essential to solving the planet's most pressing environmental problems, and we encourage applications from candidates whose identities have been historically under-represented in the environmental movement. 


We are an equal opportunity employer and do not discriminate in hiring or employment on the basis of race, color, religion, gender, gender identity or expression, marital status, sexual orientation, national origin, citizenship, age, disability, veteran status, or any other characteristic protected by federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  


We offer competitive salaries, excellent benefits, and a supportive working environment. Salary is based on a nonprofit scale and is commensurate with skills and experience. Internal equity will be reviewed and considered to determine a final offer. For this position, the salary range is $118,300 to $130,400 


Our offices are open and we are operating in a hybrid model. We offer NRDCers flexibility, and we ask them to come into the office and spend meaningful time there in collaboration with their colleagues. We call this purposeful presence. 


As a science-based organization, NRDC aims to do our part to help contain the COVID-19 public health crisis. For the sake of health, safety, and equity, we ask that people be vaccinated unless they have an approved medical or religious accommodation or other exemption in accordance with state and local law. We consider a person to be vaccinated two weeks after receiving one full course of a CDC-approved vaccine. In accordance with state or local law, new hires will be asked to attest to vaccination, those wishing to do so may request medical or religious accommodations or other exemptions via NRDC Employee Relations. NRDC treats all vaccine-related data confidentially, in keeping with local, state, and federal laws. 


To apply, visit and upload your résumé and cover letter. Please mention where you saw this posting and upload any additional materials that showcase your abilities. Due to the high volume of applications, we will contact only those candidates we would like to interview. Please no phone calls, emails, or in-person résumé drop-offs. 


If you experience technical problems while applying or if you are a person with a disability and need assistance applying online, please reach out to iCIMS Customer Care at 1-800-889-4422. 


For more about NRDC, visit 


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