Finance Strategist

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1 Fortune 500, published June 2023, data as of December 2022. Branch Real Estate ("BRE") Advisory and Transactions Strategist will serve as a subject matter expert with oversight of multiple aspects of the Branch Transaction Management Service Line within a proscribed geographic division of North America.
Provide guidance in all areas of in house and external leasing and transaction management function including new leases, renewals, acquisitions, dispositions, renewals, and moves, as well as direct leadership of special projects.
Assist in the developing, communicating, and driving the vision, strategy, performance, and results of all aspects of BRE Advisory and Transactions Management function with potential direct leadership of future associates as we undergo a growth transformation in our department. Serve as subject matter expert pertaining to all leasing and legal related escalations within assigned geographic region.
Perform day-to-day transaction management of complex leasing matters and special projects. Duties to include structuring, negotiating and management of real estate deals within designated portion of BRE portfolio.
Act in an advisory capacity and provide subject matter expertise to internal leaders and associates as they manage multiple work streams, BRE projects, and people teams across BRE Department
Lead cross-functionally and collaborate with service provider and third-party broker network, EDJ field, leasing managers, designers, project managers, construction team members, legal counsel, consultants, and local municipalities to advance BRE transactions and companywide objectives in timely and efficient fashion.
Conduct market tours, manage site selection, and lead LOI and lease negotiations on high profile pursuits as required by field leadership.
Advise BRE Divisional Department Leaders and Team Leaders as they establish strategic partnerships with key leaders in the field in support of their real estate needs. This involves communication and coordination both within and outside the organization, including at the executive level.
Leverage internal and external relationships to ensure teams' deliverables comply with industry best practices and conform to regulatory requirements. In addition to the financial services industry, this includes staying current with corporate real estate industry trends.
Bachelor's degree and preferred advanced degree or certification in related field.
Advanced degree - JD or MBA preferred but not required.
This individual is responsible for the service delivery of a broad geographic area and needs to have a depth of knowledge of principles and practices of all major aspects of Corporate Real Estate Transaction Management including a strong working knowledge of related areas such as leasing, finance, accounting, construction management, design, project management, lease administration, operations, IS, etc.
Ability to develop and establish financial policies and procedures.
Intermediate/advanced knowledge of Microsoft Office or other productivity software suites.
Knowledge of other software programs and/or specific skills such as project management may be required to fulfill the responsibilities of the role.
Membership in corporate/commercial real estate industry organization(s) is preferred, but not required.
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At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: