SVP Portfolio Strategy & Advisory, Occupier Services
This is a remote role that can be done from anywhere in the USA.
As the SVP Portfolio Strategy & Advisory, Occupier Services you will be a senior, client-facing leader responsible for leading the Portfolio Strategy & Advisory service line, that supports Occupier Brokerage, focusing on delivering high-impact, analytics-driven real estate advisory solutions. This role optimizes client portfolios, aligns locations with business objectives, drives operational and financial value, and strengthens the firm's position as a trusted industry advisor.
You will partners closely with occupier brokers, producers, and cross-functional advisory teams to translate complex business and real estate challenges into actionable portfolio strategies, site selection guidance, business process improvements, and portfolio optimization recommendations.
You are a recognized industry leader, with a proven track record of leading multi-disciplinary teams and executing complex, multi-market client engagements that incorporate organizational, operational, market, and financial analysis to support high-stakes decision-making.
In This Role, You Will…
Client Leadership & Revenue Generation
- Lead BD efforts with prospective and existing brokerage clients, partnering closely with brokers and sales, & solutions leaders to originate and win / expand new business.
- Serve as a trusted advisor to occupier brokers and clients, leading strategic discussions on portfolio optimization, location strategy, and workplace transformation.
- Translate complex client challenges into clear, actionable, and financially defensible recommendations.
- Drive revenue growth by deepening client relationships, expanding service offerings, and supporting high-value pursuits.
Portfolio Strategy, Optimization & Thought Leadership
- Lead broker-led multi-market portfolio assessments, including consolidation, expansion, and optimization studies across national or global portfolios.
- Serve as a recognized thought leader in commercial real estate portfolio optimization, location strategy, site selection, and planning.
- Provide oversight for metro-market strategy consulting, ensuring consistency, rigor, and alignment with client objectives across regions.
- Develop and implement innovative methodologies, frameworks, and analytical tools to differentiate the firm's portfolio strategy offerings.
CRE Organizational Design & Development
- Advise clients on corporate real estate organizational design, including portfolio governance, team structure, and operational processes to maximize efficiency and strategic impact.
- Guide clients in aligning their real estate organization with broader business objectives and portfolio goals.
Analytics, KPIs & Business Case Leadership
- Lead business analytics, KPI development, and performance measurement initiatives to inform strategic portfolio decisions.
- Develop best-in-class business cases, including scenario analysis, cost-benefit evaluation, financial modeling, and market analysis.
- Ensure all client recommendations are quantifiable, defensible, and tied to measurable outcomes.
Financial & Market Analysis
- Conduct detailed financial, operational, and market assessments to support portfolio decisions, site selection, and strategic planning.
- Translate complex datasets into actionable insights for executive-level clients.
Team Leadership & Talent Development
- Manage and mentor portfolio strategy consultants and/or analysts.
- Promote cross-functional collaboration with consulting, brokerage, and other practice teams to ensure integrated solutions.
- Foster a culture of excellence, accountability, and innovation within the portfolio strategy practice.
Professionalism & Workplace Effectiveness
- Demonstrate resilience under pressure, handling job stress effectively while interacting professionally with clients and colleagues.
- Act with honesty, integrity, and composure in all interactions, both internally and externally.
SVP Portfolio Strategy & Advisory, Occupier Services
This is a remote role that can be done from anywhere in the USA.
As the SVP Portfolio Strategy & Advisory, Occupier Services you will be a senior, client-facing leader responsible for leading the Portfolio Strategy & Advisory service line, that supports Occupier Brokerage, focusing on delivering high-impact, analytics-driven real estate advisory solutions. This role optimizes client portfolios, aligns locations with business objectives, drives operational and financial value, and strengthens the firm's position as a trusted industry advisor.
You will partners closely with occupier brokers, producers, and cross-functional advisory teams to translate complex business and real estate challenges into actionable portfolio strategies, site selection guidance, business process improvements, and portfolio optimization recommendations.
You are a recognized industry leader, with a proven track record of leading multi-disciplinary teams and executing complex, multi-market client engagements that incorporate organizational, operational, market, and financial analysis to support high-stakes decision-making.
In This Role, You Will…
Client Leadership & Revenue Generation
- Lead BD efforts with prospective and existing brokerage clients, partnering closely with brokers and sales, & solutions leaders to originate and win / expand new business.
- Serve as a trusted advisor to occupier brokers and clients, leading strategic discussions on portfolio optimization, location strategy, and workplace transformation.
- Translate complex client challenges into clear, actionable, and financially defensible recommendations.
- Drive revenue growth by deepening client relationships, expanding service offerings, and supporting high-value pursuits.
Portfolio Strategy, Optimization & Thought Leadership
- Lead broker-led multi-market portfolio assessments, including consolidation, expansion, and optimization studies across national or global portfolios.
- Serve as a recognized thought leader in commercial real estate portfolio optimization, location strategy, site selection, and planning.
- Provide oversight for metro-market strategy consulting, ensuring consistency, rigor, and alignment with client objectives across regions.
- Develop and implement innovative methodologies, frameworks, and analytical tools to differentiate the firm's portfolio strategy offerings.
CRE Organizational Design & Development
- Advise clients on corporate real estate organizational design, including portfolio governance, team structure, and operational processes to maximize efficiency and strategic impact.
- Guide clients in aligning their real estate organization with broader business objectives and portfolio goals.
Analytics, KPIs & Business Case Leadership
- Lead business analytics, KPI development, and performance measurement initiatives to inform strategic portfolio decisions.
- Develop best-in-class business cases, including scenario analysis, cost-benefit evaluation, financial modeling, and market analysis.
- Ensure all client recommendations are quantifiable, defensible, and tied to measurable outcomes.
Financial & Market Analysis
- Conduct detailed financial, operational, and market assessments to support portfolio decisions, site selection, and strategic planning.
- Translate complex datasets into actionable insights for executive-level clients.
Team Leadership & Talent Development
- Manage and mentor portfolio strategy consultants and/or analysts.
- Promote cross-functional collaboration with consulting, brokerage, and other practice teams to ensure integrated solutions.
- Foster a culture of excellence, accountability, and innovation within the portfolio strategy practice.
Professionalism & Workplace Effectiveness
- Demonstrate resilience under pressure, handling job stress effectively while interacting professionally with clients and colleagues.
- Act with honesty, integrity, and composure in all interactions, both internally and externally.
