Director, Workplace & Corporate Real Estate

About the role

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Responsibilities

The Director, Workplace & Corporate Real Estate is responsible for leading the company's national facilities and corporate real estate strategy across headquarters and a growing portfolio of remote offices. This role oversees facilities operations, real estate partnerships, vendor performance, lease administration, capital projects, and workplace planning to ensure office environments effectively support business operations, employee experience, and long-term growth. This position provides strategic oversight of the company's facilities portfolio while leading day-to-day facilities operations with the Facilities Manager. The Director serves as the primary relationship manager with CBRE, Goldenrod, and other national service providers, ensuring vendor accountability, cost optimization, and consistent service delivery across all locations. As the organization continues to grow through acquisitions, this role will play a critical part in evaluating office footprints, supporting integration efforts, identifying consolidation opportunities, and developing scalable workplace strategies that align with the company's long-term business objectives.

• Corporate Real Estate Strategy
  • Develop and execute a national facilities and workplace strategy that supports the company's growth objectives.
  • Serve as the primary relationship manager for CBRE, Goldenrod, and all commercial real estate partners.
  • Partner with Finance, Legal, and business leaders to optimize the company's real estate portfolio, evaluating lease renewals, relocations, expansions, office consolidations, and new site selection.
  • Analyze occupancy trends and recommend opportunities to improve utilization and reduce long-term costs.
  • Support due diligence activities for acquisitions involving office space, leases, and facilities.
• Vendor & Contract Management
  • Lead strategic vendor relationships across facilities, maintenance, construction, furniture, security, and related services.
  • Negotiate contracts, pricing, and service-level agreements to maximize value and control costs.
  • Establish vendor performance