SVP Portfolio Strategy & Advisory, Occupier Services

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Direct business development initiatives with both potential and current brokerage clients, collaborating closely with brokers, sales, and solutions leaders to generate and expand new business opportunities.

• Act as a trusted advisor to occupier brokers and clients, guiding strategic conversations related to portfolio optimization, location strategy, and workplace transformation.

• Convert complex client challenges into straightforward, actionable, and financially sound recommendations.

• Propel revenue growth by enhancing client relationships, broadening service offerings, and facilitating high-value pursuits.

• Oversee broker-led assessments of multi-market portfolios, including studies on consolidation, expansion, and optimization across national or global portfolios.

• Establish yourself as a recognized expert in commercial real estate portfolio optimization, location strategy, site selection, and planning.

• Supervise metro-market strategy consulting to ensure consistency, rigor, and alignment with client goals across various regions.

• Create and implement innovative methodologies, frameworks, and analytical tools that set the firm’s portfolio strategy offerings apart.

• Counsel clients on corporate real estate organizational design, including portfolio governance, team structure, and operational processes to enhance efficiency and strategic impact.

• Assist clients in aligning their real estate organization with broader business objectives and portfolio aspirations.

• Spearhead business analytics, KPI development, and performance measurement initiatives to guide strategic portfolio decisions.

• Construct exemplary business cases, including scenario analysis, cost-benefit assessments, financial modeling, and market evaluations.

• Ensure that all client recommendations are quantifiable, defensible, and associated with measurable outcomes.

• Execute thorough financial, operational, and market evaluations to support decisions on portfolios, site selection, and strategic planning.

• Transform complex datasets into actionable insights for executive-level clients.

• Manage and mentor portfolio strategy consultants and/or analysts.

• Encourage cross-functional teamwork with consulting, brokerage, and other practice teams to deliver integrated solutions.

• Cultivate a culture of excellence, accountability, and innovation within the portfolio strategy practice.

• Exhibit resilience under stress, effectively managing job pressure while maintaining professionalism in interactions with clients and colleagues.

• Conduct yourself with honesty, integrity, and composure in all internal and external interactions.

⛳️ Requirements

• A minimum of 10 years of experience leading a real estate and/or management consulting practice or an equivalent multi-disciplinary team.

• 10–12+ years of experience in corporate real estate, consulting, or portfolio strategy advisory.

• A Bachelor’s degree (BS/BA) in economics, finance, accounting, business, real estate, or a related field is required.

• An advanced degree (MBA or MS) is preferred.

• Extensive experience in location strategy, site selection methodology, portfolio optimization, and organizational design is preferred.

• Required: Experience advising on complex real estate portfolios, including multi-location, regional, or global occupier strategies.

• Experience in portfolio optimization, metro-market strategy, site selection, organizational design, and incentives strategy is preferred.

• Proven leadership in multi-disciplinary teams focused on multi-market or national-level real estate portfolios.

• Proficient in Microsoft Office (Excel, PowerPoint, Word) and business intelligence platforms (e.g., Power BI, Tableau); familiarity with IWMS and CAFM systems.

• Experience with site selection methodology, financial modeling, and incentives negotiation practices.

• Training or familiarity with process improvement methodologies, such as Lean Thinking or Six Sigma, is a plus.

• Outstanding oral, written, and visual presentation skills suitable for executive-level communication.

• Ability to manage multiple projects simultaneously in a fast-paced, client-facing environment.

• Strong analytical and technical orientation, emphasizing data-driven decision-making.

• High standards for quality, structure, organization, and efficiency in work and deliverables.

• Analytical thinker capable of big-picture analysis and calculated risk-taking.

• Effective communication style with the ability to influence stakeholders at all levels.

• Ability to lead, mentor, and inspire teams while aligning them with organizational and client objectives.

• Focus on achieving measurable client impact through portfolio optimization, financial modeling, and organizational strategy.

🏝️ Benefits

• Employees (and their families) are provided options for employer-subsidized medical benefits, including RX, dental, and vision.

• Employer-paid basic life/AD&D insurance and short-term/long-term disability coverage.

• Employees can enroll in our company’s 401k plan, which includes an employer match.

• Employees will receive 10 days of sick leave and a minimum of 15 days of vacation annually.

• Certain senior-level roles may qualify for unlimited time off.

• Employees will also enjoy 10 paid holidays plus two personal flex days throughout the calendar year.

• Twelve weeks of paid parental leave (for birth parents) and 4 weeks (for non-birth parents, including adoptive/foster parents) will be available after successful completion of 90 days of employment.

• Individuals may be eligible for different or additional benefits under applicable state law.