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Transition Director

4 months ago

Oklahoma City, Oklahoma, United States CBRE Full time

Transition Director - Transaction Management

Job ID

170037

Posted

03-Jun-2024

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Transaction Management

Location(s)

Remote - US - Remote - US - United States of America

About the role

As the Transition Director - Transaction Management you will ensure the overall success of new Transaction Management account transitions, and special projects/programs supporting strategic accounts or platform initiatives for the Advisory and Transactions business segment. This client facing role is focused on delivering measurably superior outcomes for our clients.

The A&T Transition Director is responsible for mobilizing new client accounts ensuring all contractual requirements are met and for supporting expansion/transformation of existing accounts. You will provide strategic and governance oversight and accountability, on-going leadership, and direction for these projects by facilitating planning sessions and client meetings/workshops, solving problems, assessing risk, implementing mitigation plans, and communicating with key decision-makers.

The A&T Transition Director will collaborate and integrate within large and complex multidisciplinary projects outside of A&T.

What you'll do

  • Lead transaction management account transitions and special projects success & primary point of contact for Account Teams and clients in the US.
  • Set and drive transition & project objectives and performance indicators; work with account teams or A&T Platform peers/leadership to drive timely completion of all transition or special project milestones.
  • Escalation point for Accounts Teams. Recognizes, applies and captures lessons learned all throughout the process.
  • Responsible for hand-off to Account Team and assists with Stabilization.
  • Participate in pursuit/solution process, showcasing depth of experience of dedicated platform and assessing any potential roadblocks to transition delivery.
  • Serve as SME for TM delivery and account management. Support new account teams delivering the CBRE-Way. Provides guidance/orientation to new account teams.
  • Support the client pursuit process, including solution and transition strategy development and presentations as needed.
  • Lead transition planning efforts post-award prior to Kickoff, including team mobilization.
  • Supports the Account Teams to ensure all transition commitments are met and delivered in the agreed timeframe following the A&T transition process.
  • Develops the transition budget, forecast any deviation, and provide required reporting.
  • Lead the Go Live strategy to ensure successful Day 1. Ensure contract obligations are met and transition deliverables are satisfied using the A&T best practices, tools, playbooks, and processes. Manage project closeout process and operational handoff to account leadership.
  • Leads Account Peer Reviews and Account Refreshes. Formulates recommendations and implementation plans to augment delivery and improve client satisfaction.

What you'll need

  • Bachelor's degree with an emphasis in Finance, Real Estate, Business Administration or related field. MBA or advanced degree preferred.
  • Real Estate License
  • Minimum 10 years of transaction management experience. Preferred background includes experience with large, premier clients, portfolio strategy development and process improvement.
  • Ability to support the transaction management transition of multiple clients.
  • International/global work experience preferred.
  • A process development expert, able to understand current-state, run gap analysis, and proactively explore new ideas to increase quality, efficiency, effectiveness, obtain client and account team buy-ins, and able to lead others through process improvements. Develops operational or governance playbooks.
  • An expert in facilitating meetings and workshops, both internally and externally.
  • A Change Management leader, able to drive improvements partnering with key stakeholder groups across client organizations and CBRE.
  • Strong project management, coaching, and consulting skills.
  • Expert at ensuring all scope is accounted for within the transition plan; can proactively develop custom components based off client needs and can lead the development of new components into the standard plan.
  • Can predict possible risks and proactively develop mitigation plans with the appropriate stakeholders. Can lead teams through solutions and enable successful outcomes.
  • Able to manage/operate in ambiguous environment and in the absence of a well a defined scope. Able to improvise and create solutions customized for clients.
  • Thrives in a fast-paced environment, with a bias for action and ability to pivot as priorities shift.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results To enable your success, we provide the best tools, training and leaders in the industry.

Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.

Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Transition Director - Transaction Manager position is $120,000 annually or $57.70 per hour and the maximum salary for the Transitions Director - Transaction Management position is $170,000 annually or $81.73 per hour. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.

The application window is anticipated to close on 7/5/24 and may be extended as needed. Or to express interest in similar roles, visit

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at U.S.) and Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)