About The Position

The Branch Real Estate Transaction Strategist serves as a strategic advisor and subject matter expert managing and advancing complex real estate transactions across a designated portfolio. The role leads leasing and transaction management activities, including new locations, lease renewals, relocations, acquisitions, dispositions, and special projects that support the firm's growth strategy. Working with business leaders, field leadership, brokers, legal counsel, and internal partners, the Strategist provides guidance on real estate decisions, negotiates complex transactions, and ensures projects align with business objectives, financial goals, and industry best practices. The role helps shape the firm's real estate footprint and contributes to strategic initiatives across its branch network. Candidates who live within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

  • Bachelor’s degree in Business, Real Estate, Finance, or a related field.
  • 10 or more years of commercial real estate leasing, transaction management, portfolio management, or related experience.
  • Demonstrated expertise in lease negotiations, site selection, market analysis, and complex real estate transactions.
  • Strong understanding of real estate financial analysis, contract negotiation, and portfolio strategy.
  • Proven ability to influence stakeholders and lead cross-functional initiatives across large, complex organizations.
  • Excellent communication, relationship management, and problem-solving skills.

Nice To Haves

  • MBA, JD, or another advanced degree in a related field.
  • Professional certifications such as CCIM, SIOR, CPM, or similar real estate credentials.
  • Experience supporting large-scale corporate real estate portfolios and multi-market transaction strategies.

Responsibilities

  • Lead and manage complex real estate transactions across an assigned portfolio.
  • Negotiate leases, renewals, relocations, acquisitions, and other strategic real estate agreements.
  • Advise on leasing strategy and transaction management matters.
  • Partner with field leaders and business stakeholders to support growth and operational objectives.
  • Conduct market assessments, site selection, and financial analysis to inform real estate decisions.
  • Collaborate with legal, construction, design, and external partners to execute real estate initiatives.
  • Provide subject matter expertise on industry trends, best practices, and portfolio strategy.
  • Drive real estate solutions that balance business needs, risk management, and financial performance.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and AD&D coverage
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning January 1 each year
  • Sick time and personal days
  • Paid day for volunteerism
  • Potential bonuses and profit sharing
  • Employee Assistance Program
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