Space Planner, Sr. Manager
Fidelity Investments · Roanoke, TX · 3 wk ago
On-siteArt & CreativeFull-time
About the role
We are seeking an experienced Occupancy Planner to shape how our global workplace portfolio supports business performance, onsite work strategy, and outstanding associate experiences. This role sits at the intersection of workplace strategy, strategic space planning, and data-driven decision making, with responsibility for translating workforce and space insights into clear, actionable plans.
Responsibilities
- Coordinate occupancy planning efforts across a complex, multi-site global portfolio—developing space scenarios, stack plans, phasing strategies, and utilization insights that guide short- and long-term decisions.
- Partner closely with Real Estate Strategy, Associate Experience, Facilities and Operations, Workforce Planning, and Design teams to align space supply with evolving business needs.
- Influence leaders with well-crafted narratives backed by data, helping the organization confidently adapt in a dynamic workplace environment.
- Enable smarter, future-ready workplace decisions by integrating space planning expertise, workplace strategy, and analytics.
- Serve as a strategic advisor to business leaders—translating workforce trends, operational requirements, and workplace design standards into practical plans that improve portfolio performance.
- Develop stack and migration plans, and guide partners through workplace change.
Requirements
- A proven track record to translate complex data into clear insights, space scenarios, and actionable recommendations.
- Experience in corporate occupancy planning and workplace strategy, including scenario modeling, long-term forecasting, blocking and stacking, phasing, and migration planning, within large, multi-site, and matrixed organizations.
- Bachelor’s degree in Architecture, Design, or a related field, with 3–5 plus years of experience in a corporate or consulting environment.
- Experience using space and utilization data to evolve workplace standards, planning guidelines, typologies, and personas.
- Advanced judgment in addressing space-related considerations such as privacy, security, and confidentiality.
- Excellent storytelling and presentation skills, with the ability to influence executive audiences using data-backed narratives.
- Expert Excel skills, including automated reporting, pivot tables, and data modeling using CAFM/IWMS system outputs.
- Proficiency with CAFM/IWMS platforms (e.g., Tririga, Tango, Archibus) and familiarity with utilization technologies (e.g., VergeSense, Density).
- Advanced capabilities in CAD and architectural tools (AutoCAD, Revit, Bluebeam), with strong drawing interpretation skills.
- Solid understanding of change management methodologies (e.g., Prosci, ADKAR).
- A collaborative outlook capable of leading space activation, move planning, and phasing coordination efforts.
- A strong internal business focus, initiative, and follow-through in a fast-paced environment.
- Excellent time management and prioritization skills, with comfort navigating shifting priorities.
- Ability to travel to Fidelity sites as needed (less than 25%).
Qualifications
- Experience in corporate occupancy planning and workplace strategy, including scenario modeling, long-term forecasting, blocking and stacking, phasing, and migration planning, within large, multi-site, and matrixed organizations.
- Bachelor’s degree in Architecture, Design, or a related field, with 3–5 plus years of experience in a corporate or consulting environment.
- Experience using space and utilization data to evolve workplace standards, planning guidelines, typologies, and personas.
- Advanced judgment in addressing space-related considerations such as privacy, security, and confidentiality.
- Expert Excel skills, including automated reporting, pivot tables, and data modeling using CAFM/IWMS system outputs.
- Proficiency with CAFM/IWMS platforms (e.g., Tririga, Tango, Archibus) and familiarity with utilization technologies (e.g., VergeSense, Density).
- Advanced capabilities in CAD and architectural tools (AutoCAD, Revit, Bluebeam), with strong drawing interpretation skills.
- Solid understanding of change management methodologies (e.g., Prosci, ADKAR).
- A collaborative outlook capable of leading space activation, move planning, and phasing coordination efforts.
- A strong internal business focus, initiative, and follow-through in a fast-paced environment.
- Excellent time management and prioritization skills, with comfort navigating shifting priorities.
- Ability to travel to Fidelity sites as needed (less than 25%).