Branch Real Estate Transaction Strategist

Support all Firm Level Strategies that impact Branch Real Estate, determine and implement the processes and guidelines for successful execution. Partner with Market Management and other key stakeholders to provide a support structure that ensures the 36 Market Leaders and 334 Region Leaders have the real estate strategies, resources, metrics, financial information and data at the branch, region and market level to make informed real estate decisions that progress the Market Business Plan.

Determine and develop detailed Reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy. Lead key initiatives that directly tie to firm strategy, ensuring the implementation of processes and guidelines for successful execution. Provide thought leadership that helps to define and guide implementation of Market Management across Branch Real Estate.

Oversee the development review, maintenance and delivery of guidelines, policies and processes related to the effective and efficient delivery of Real Estate Strategies for field utilization. These strategies addressing FA Growth, FA Profitability, real estate constraints and market consolidation. Build the infrastructure within Branch Real Estate, ensuring a support structure for Market Leader, Region Leaders and Market Strategists.

Ensure partnership, alignment and collaboration with Home Office key stakeholders, providing the initial identification of those key stakeholders. Create the necessary technology and system based tools to address needed real estate decisions. Provide field leaders with financial insights and business impacts to support real estate project.

Determine and develop detailed Reporting for data driven decision making and identify necessary system enhancements to ensure data accuracy. prioritization.