Jobs · Finance

Senior Director, Portfolio Management

JLL · San Francisco, CA · Yesterday
RemoteRemoteFinanceFull-time
Transaction Management Lead – RTX Account Integrated Account | Multi-Geography | M3 Position Overview The Transaction Management Lead owns transaction management delivery across RTX's ~80MM SF global portfolio, spanning multiple business units. The role drives portfolio strategy and upstream planning ahead of transaction execution, coordinates Leasing Advisory brokers and Work Dynamics TM teams to deliver integrated solutions, and ensures governance, process consistency, and operational excellence across the account. This role operates in a strategy first, fast-paced client environment with evolving priorities and technologies. The ideal candidate is a strategic, data-driven advisor who builds strong executive relationships, leads with strong portfolio strategy instincts, working upstream of transaction triggers to anticipate client needs, while operating with the agility and speed of execution this client expects. Leadership Leads transaction management across the ~80MM SF global portfolio, spanning multiple business unitsLeads a team of transaction managers and cross-functional teams across dispersed marketsCoordinates activity across Leasing Advisory brokers and Work Dynamics TM teams to deliver integrated solutionsAttracts, hires, and retains top talent; builds team performance through coaching and feedbackActs as player-coach, personally engaging on select high-priority or complex transactionsundefined Portfolio Strategy & Upstream Planning Drives portfolio strategy, including optimization, occupancy planning, and scenario analysisDevelops multi-year transaction roadmaps that anticipate real estate needs ahead of individual deal triggersLeads upstream strategic initiatives and supports executive decision-making prior to transaction executionAligns portfolio strategy with client business objectives across business units and geographiesPartners with client leadership to translate business priorities into long-term real estate strategy and executionUses portfolio data and insights to support forecasting, pipeline management, and strategic recommendations Client/Stakeholder Management Builds strong executive-level client relationships through strategic, data-driven advisory supportServes as single point of contact for TM service delivery and escalationsOwns TM contractual obligations to the clientDevelops and implements the account business plan Financial Management Owns Transaction Management P&LMeets account growth targets and identifies cross-sell opportunities for JLL productsTracks fee collection and accounts receivable Contract Management Ensures governance, process consistency, and achievement of KPIs, service levels, and other contracted metricsRuns the change control process and manages risk across the portfolio Operations Uses portfolio data and analytics to support KPI reporting and operational decision-makingDemonstrates agility with technology platforms, portfolio analytics, reporting tools, and data-heavy client systemsOwns direct reports' professional development and account succession planningBuilds and maintains SOPs and processes that ensure operational excellence across the portfolioPrepares QBRs Qualifications 10+ years in Transaction Management or Corporate LeasingTrack record leading portfolio strategy across large, multi-geography, multi-business-unit portfoliosExperience with upstream strategic planning and executive-level decision supportStrong portfolio analytics skills, including occupancy planning and scenario analysisExperience partnering with brokerage/advisory teams to deliver integrated account solutionsComfortable working across dispersed markets and cross-functional, mentored teams Critical Competencies for Success Deep understanding of JLL's TM process and its impact on service delivery (SOW)Agility with technology platforms, portfolio analytics, reporting tools, and data-heavy client systemsStrategic thinking paired with hands-on execution across a large, dispersed portfolioCapacity to deal with ambiguity and solve complex problems effectivelyAbility to connect portfolio data and insights to forecasting, KPI reporting, and strategic recommendations Other Personal Characteristics Superior client relationship skills at the executive levelThrives in a fast-paced, evolving environment with changing priorities and technologiesStrong communicator with executive presenceAble to work independently across geographies while remaining a strong team playerExhibits honesty and trustworthiness Travel Travel: approximately 10–20%, across client sites and geographies

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