SVP Portfolio Strategy & Advisory, Occupier Services

Role Overview

• Lead BD efforts with prospective and existing brokerage clients, partnering closely with brokers and sales, & solutions leaders to originate and win / expand new business
• Serve as a trusted advisor to occupier brokers and clients, leading strategic discussions on portfolio optimization, location strategy, and workplace transformation
• Translate complex client challenges into clear, actionable, and financially defensible recommendations
• Drive revenue growth by deepening client relationships, expanding service offerings, and supporting high-value pursuits
• Lead broker-led multi-market portfolio assessments, including consolidation, expansion, and optimization studies across national or global portfolios
• Serve as a recognized thought leader in commercial real estate portfolio optimization, location strategy, site selection, and planning
• Provide oversight for metro-market strategy consulting, ensuring consistency, rigor, and alignment with client objectives across regions
• Develop and implement innovative methodologies, frameworks, and analytical tools to differentiate the firm’s portfolio strategy offerings
• Advise clients on corporate real estate organizational design, including portfolio governance, team structure, and operational processes to maximize efficiency and strategic impact
• Guide clients in aligning their real estate organization with broader business objectives and portfolio goals
• Lead business analytics, KPI development, and performance measurement initiatives to inform strategic portfolio decisions
• Develop best-in-class business cases, including scenario analysis, cost-benefit evaluation, financial modeling, and market analysis
• Ensure all client recommendations are quantifiable, defensible, and tied to measurable outcomes
• Conduct detailed financial, operational, and market assessments to support portfolio decisions, site selection, and strategic planning
• Translate complex datasets into actionable insights for executive-level clients
• Manage and mentor portfolio strategy consultants and/or analysts
• Promote cross-functional collaboration with consulting, brokerage, and other practice teams to ensure integrated solutions
• Foster a culture of excellence, accountability, and innovation within the portfolio strategy practice
• Demonstrate resilience under pressure, handling job stress effectively while interacting professionally with clients and colleagues
• Act with honesty, integrity, and composure in all interactions, both internally and externally.

Requirements

• Minimum 10 years of experience leading a real estate and/or management consulting practice or equivalent multi-disciplinary team
• 10–12+ years of experience in corporate real estate, consulting, or portfolio strategy advisory
• Bachelor’s degree (BS/BA) in economics, finance, accounting, business, real estate, or related field required
• Advanced degree (MBA or MS) preferred
• Deep experience in location strategy, site selection methodology, portfolio optimization, and organizational design 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 preferred
• Demonstrated leadership in multi-disciplinary teams focused on multi-market or national-level real estate portfolios
• Expertise in Microsoft Office (Excel, PowerPoint, Word) and business intelligence platforms (e.g., Power BI, Tableau); experience with IWMS and CAFM systems
• Experience with site selection methodology, financial modeling, and incentives negotiation practices
• Training or familiarity with process improvement methodologies, including Lean Thinking or Six Sigma, is a plus
• Exceptional 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 with a focus on 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.

Tech Stack

• Tableau

Benefits

• Employees (and their families) are provided options for employer subsidized medical benefits including RX, dental, vision
• Employer paid basic life/AD&D insurance and short-term / long-term disability
• Employees are able to enroll in our company’s 401k plan, which includes an employer match
• Employees will also receive 10 days of sick leave and a minimum of 15-days vacation annually
• Certain senior-level roles are eligible for unlimited time off
• Employees will also enjoy 10 paid holidays plus two personal flex days throughout the calendar year
• Twelve weeks (for birth parents) and 4 weeks (for non-birth parents, including adoptive/foster parents) for paid parental leave will also be available for use after successful completion of 90 days of employment
• Individuals may be eligible for different or additional benefits under applicable state law.