Director of Real Estate

Allworth Financial; Dallas (TX); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Flexible working arrangements

401K contributions

Paid time off / Holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking a seasoned leader to oversee its nationwide corporate real estate portfolio and facilities operations. You will manage lease activity, site selection, space planning, and large-scale buildouts while coordinating with executive leadership to align with firm objectives.

The role requires onsite leadership for remodels and relocations, 25–50% travel, and a strong background in multi-location facilities management.

Qualifications

• Bachelor’s degree in Facilities Management or related field.
• 8+ years of progressive facilities and corporate real estate experience.
• 3+ years of leadership experience managing facilities teams, office services personnel, vendors, or cross-functional project teams.
• Be onsite to lead all office remodels, relocations, and integrations. Coordinate with internal partners and external vendors as needed.
• Travel 25%-50% of time required.
• Hybrid role, with 3-4 days in-office expected.
• Ability to stand or sit for long periods, lift at least 15 pounds, file documents, and use telephone/computer systems.

Responsibilities

• Own strategy, planning, financial stewardship, and day-to-day operations for Allworth's nationwide office portfolio.
• Lead corporate real estate strategy: market/site evaluation, lease renewals, lease negotiation support, site selection, capacity planning, long-term space utilization analysis.
• Oversee facilities operations across offices: maintenance, repairs, vendor management, space planning, moves/relocations.
• Serve as primary real estate and facilities contact for acquisitions and partner integrations, ensuring smooth integration and brand alignment.
• Partner with executives to ensure facilities decisions support firmwide objectives.
• Lead office buildouts, renovations, relocations, consolidations, and expansion projects from planning through execution.
• Manage relationships with real estate agents, landlords, contractors, architects, furniture vendors and other partners.
• Negotiate, review, and manage facilities-related contracts.
• Develop and manage facilities budget, monitor lease operating expenses, capex plans, monthly forecasting and variance control.

Education

Bachelor's degree in Facilities Management

Job description

About Allworth FinancialAllworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

About Allworth FinancialAllworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron's Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

SUMMARY

Lead Allworth Financial's corporate real estate portfolio and facilities function, including office selection, lease lifecycle management, space planning, remodels, relocations, integrations, and ongoing workplace operations

DUTIES AND RESPONSIBILITIES

• Own the strategy, planning, financial stewardship, and day-to-day operations for Allworth's nationwide office portfolio
• Lead corporate real estate strategy, including market and site evaluation, lease renewals, lease negotiation support, site selection, office capacity planning, and long-term space utilization analysis
• Oversee facilities operations across office locations, including maintenance, repairs, vendor management, space planning, office moves and relocations
• Serve as the primary real estate and facilities point of contact for acquisitions and partner integrations, ensuring acquired offices are integrated efficiently and adhere to Allworth's brand standards.
• Partner with executive leadership to ensure facilities decisions support firmwide objectives
• Lead office buildouts, renovations, relocations, consolidations, and expansion projects from planning through execution
• Manage relationships with real-estate agents, landlords, property managers, contractors, architects, furniture vendors, and other facilities partners
• Negotiate, review, and manage facilities-related contracts
• Develop and manage the real estate and facilities budget, including lease operating expenses, non-operating expenses, capital expenditure plans, monthly forecasting, and variance management; ensure spending remains within budget
• Create and maintain facilities policies, procedures, playbooks, and documentation
• Lead one Facilities Coordinator

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

EXPERIENCE AND QUALIFICATIONS

• Demonstrated experience overseeing corporate office operations, including maintenance, vendor management, space planning, office relocations, renovations, and workplace services
• Ability to manage multiple facilities projects and priorities simultaneously while maintaining strong attention to detail, timelines, budgets, and stakeholder expectations
• Excellent communication and relationship-building skills, with the ability to work effectively with executive leadership, advisors, employees, landlords, property managers, and external partners

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

REQUIREMENTS

• Bachelor's degree in Facilities Management, Business Administration, Real Estate, Construction Management, Engineering, Operations Management, or a related field preferred. Equivalent combination of education and relevant experience may be considered in lieu of a degree.
• 8+ years of progressive facilities, workplace operations, corporate real estate, or office services experience, preferably in a multi-location professional services environment
• 3+ years of leadership experience managing facilities teams, office services personnel, vendors, contractors, or cross-functional project teams
• Be onsite to lead all office remodels, relocations, and integrations. Coordinate with internal partners and external vendors as needed.
• Travel 25%-50% of time required
• This role is a hybrid role, with 3-4 days in-office expected
• This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems

BENEFITS

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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