Branch Real Estate Transactions Strategist

3 weeks ago


Springfield MO United States EDWARD JONES Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Opportunity Overview:
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.

Responsibility Summary:
  • 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. This includes providing regular guidance and subject matter expertise to a large team of internal BRE associates and external service provider partners.
  • 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.
Position Requirements:
  • Bachelor's degree and preferred advanced degree or certification in related field.
  • Minimum 10 years of related leasing and transaction management experience is preferred.
  • 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.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesEdward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.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. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. 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:
Salary: $113810 - $193785
Category: Headquarters
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