Client Account Lead - Asset Management Services

JLL•New York, NY

6d•$200,000 - $275,000•Onsite

About The Position

JLL is seeking a Client Account Lead for its Asset Management Services team, which provides analytical and deliverable-production support for an institutional investor client managing a diversified portfolio of commercial real estate assets across the US. This team acts as an extension of the client's platform to enhance efficiency, standardize reporting, and scale analytical capacity. The Client Account Lead is the primary client relationship manager and platform execution lead, overseeing a regional account team responsible for reporting delivery, data integrity, and financial reporting accuracy. The role involves building out the operating model, processes, and technology, and ensuring alignment with the client's investment strategy. The position requires deep Asset Management expertise, leadership in managing high-volume analytical service delivery, and a strong understanding of financial analysis, capital structures, and valuation principles. The role also involves technology integration, AI adoption, and providing strategic advisory and market intelligence.

Requirements

10-15 years of senior-level asset management experience managing diversified commercial real estate portfolios across multiple asset classes and markets for institutional or private equity clients.
Proven track record of leading teams and delivering consistent execution outcomes in advisory and analytical Asset Management support environments at scale.
Deep expertise in financial analysis, capital structures, valuation principles, leasing strategy, and asset performance optimization, with the ability to synthesize complex information into actionable insights.
Strong governance and client relationship management skills, including experience managing service delivery frameworks, escalation protocols, and senior stakeholder engagement.
Demonstrated ability to operate within defined approval boundaries, supporting client decision-making while maintaining accountability for execution quality.
Proficiency in financial modelling, reporting systems (Argus, Yardi, or similar), and data platforms; experience with technology-enabled Asset Management and automation tools highly desirable.
Excellent communication, leadership, and cross-functional collaboration abilities, with experience managing matrixed teams and platform partnerships.
Bachelor's degree in Real Estate, Finance, Business, or related field; advanced degree preferred.
Comfortable working in fast-paced, outcome-driven investment environments requiring commercial agility, proactive issue management, and adaptability to evolving priorities.
Candidates must be authorized to work in the United States without sponsorship.

Nice To Haves

Advanced degree preferred.

Responsibilities

Serve as the accountable owner for overall account delivery quality and the senior point of contact for the client during platform transition and build, providing ongoing quality assurance across all workstreams produced for the client.
Build out the account team and organizational structure required to support the client at scale, defining roles, capabilities, and reporting lines as the account grows.
Direct the mapping of current-state processes and the design of future-state workflows, SOPs, and technology integration, working with the broader JLL team, then lead the account team through structured onboarding and phased go-live planning to bring the model into production.
Oversee knowledge transfer and process documentation throughout the build, working with the account team to ensure continuity and minimize disruption as the team and model evolve.
Validate that the operating model, processes, and technology function as intended, working with the account team and closely with the client to confirm readiness before assuming full oversight of the platform.
Drive continuous improvement initiatives informed by delivery performance data and client feedback to enhance efficiency, scalability, and value delivery over time.
Serve as the single Client Account Lead responsible for end-to-end platform performance, quality assurance, consistency of outputs, leading strategic relationship management and handling escalations and ad hoc requests as they arise.
Maintain and evolve Standard Operating Procedures (SOPs) to drive operational consistency, scalability, and continuous improvement across the delivery platform.
Oversee production of all core deliverables spanning high-volume analyst-driven outputs and judgement-led deliverables requiring embedded real estate expertise.
Ensure adherence to agreed scope, approval boundaries, quality standards, and delivery timelines while managing operational resilience and risk mitigation.
Directly manage the regional account team once it is fully built out, providing strategic direction, performance management, and professional development to ensure consistent application of real estate judgement across regions and sectors.
Foster cross-functional collaboration across the account team to optimize workflows, leverage technology, and maintain data integrity.
Build team capabilities in financial analysis, market intelligence application, technology adoption, and client engagement to enhance service delivery maturity and value creation.
Maintain full understanding of client investment strategy, underwriting parameters, asset business plans, and portfolio-level priorities to inform delivery decisions.
Lead operational governance forums to oversee day-to-day performance, KPIs, delivery standards, and scope management, escalating strategic matters to executive oversight committees as required.
Manage escalation protocols for delivery risks, data quality issues, capacity challenges, or matters requiring senior client engagement.
Operate within clear fiduciary boundaries: the client retains strategy ownership, investment decision-making authority, and fiduciary responsibility; JLL provides execution support, embedded judgement, and informed recommendations.
Partner with JLL's innovation and technology resources to oversee system and data integration roadmaps, platform deployment, and AI tool adoption to enhance analytical capabilities.
Champion adoption of JLL proprietary analytics, predictive modeling, and automation capabilities to enhance deliverable quality, efficiency, and market insight generation.
Take ultimate responsibility for AI integration and adaptation across the team, including oversight of team-wide AI training completion, governance compliance with applicable client and JLL policies, and quality control of all deliverable outputs produced with AI assistance, ensuring outputs are accurate and meet professional standards before client delivery.
Ensure the team leverages JLL's market intelligence infrastructure, proprietary data tools, and integrated platform services to enrich analysis and recommendations.
Drive platform-level process standardization, data quality improvements, and technology-enabled scalability aligned to the client's operational requirements and portfolio growth trajectory.
Provide senior-level market insight and strategic guidance, drawing on cross-sector, cross-market expertise and JLL's platform intelligence.
Support the client with portfolio-level performance insights, cross-asset trend analysis, and market-informed recommendations where strategic insight is requested.
Ensure delivery activities align with market conditions, competitive positioning, and asset business plan targets to support optimal portfolio outcomes.