Regional Portfolio Planner

Regional Portfolio Planner

Job ID

249619

Posted

25-Nov-2025

Service line

GWS Segment

Role type

Full-time

Areas of Interest

Design, Executive Management

Location(s)

Menlo Park - California - United States of America

About the role:

As a CBRE Regional Portfolio Planner, you will provide consulting services to a large global technology client. You'll oversee our Portfolio Consulting business in multiple geographical locations and guide a collaborative team.

This job is part of the Client Consulting function. They are responsible for Portfolio Planning services in relation to real estate operations and investments. Approximately 25% travel may be required.

What You'll Do:

· Build real estate strategies and consulting for small to medium size clients.

· Deliver strategies with assigned clients. Assists with local portfolio strategic initiatives.

· Participate in strategic portfolio planning with stakeholders.

· Monitor organizational performance and reports on data collected.

· Evaluate space rationalization for clients and provides solutions as needed.

· Develop strategies to reduce costs for clients.

· Assist with consolidation reviews and transactions with clients.

· Present reports and studies on location, labor, and retail on properties.

· Gain comprehension of the client's business. Ensure that property and location strategies align with the business strategic direction.

· Contribute commercial and financial knowledge during strategy development and presentations.

· Other duties as assigned.

· Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees.

· Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.

· Apply a broad knowledge of the business, own discipline, and how own discipline integrates with others to achieve team and departmental objectives.

· Lead by example and model behaviors that are consistent with CBRE RISE values. Influence others to adopt a different point of view while being guided by policies and departmental plans.

· Identify and solve technical and operational problems of complexity.

· Understand and recognize the broader impact across the department.

· Improve and change existing methods, processes, and standards within job discipline.

What You'll Need:

• Bachelor's Degree preferred with 5 - 8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.

• Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred.

• Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.

• Leadership skills to motivate the team to achieve broad operational targets with impacts on own job discipline, multiple job disciplines, and department.

• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

• Extensive organizational skills and an advanced inquisitive mindset.

• Applicants must be currently 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 become part of a global leader in commercial real estate and investment services that help businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact Our collaborative environment is built on our shared values - respect, integrity, service, and excellence - and we value the varied perspectives, backgrounds, and skills of our people. At CBRE, you have the opportunity to chart your own course and realize your full potential

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Regional Portfolio Planner role is $105,000 annually and the maximum salary for the Regional Portfolio Planner position is $150,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.

Equal Employment Opportunity: CBRE has 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 recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

CBRE GWS

CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.

Find out more (https://www.cbre.com/real-estate-services/directory/global-workplace-solutions)

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