Global Occupancy Planning Leader

Morgan Stanley; Dallas (TX); Remote; USD 120,000 - 170,000; Full time

Job summary

Morgan Stanley seeks a Global Occupancy Planning Leader to steer occupancy planning and workplace portfolio optimization for Project Blue in the Americas, aligning space strategies with growth and real estate objectives.

Lead enterprise capacity and utilization analyses, translate headcount needs into space plans, and guide governance with data-driven insights to optimize workplace investments.

Qualifications

• Extensive experience in occupancy planning and workplace strategy.
• Ability to translate headcount growth into real estate requirements.
• Strong analytics, capacity modeling, and scenario planning.

Responsibilities

• Lead occupancy planning and workplace portfolio optimization for Project Blue in the Americas.
• Develop enterprise capacity plans, occupancy forecasts, and utilization analyses.
• Provide senior guidance on portfolio efficiency, cost discipline, and flexibility.

Skills

Occupancy planning

Workplace strategy

Data analytics

Stakeholder management

Executive communication

Education

Bachelor's degree in Real Estate

Urban planning

Tools

Portfolio planning tools

Dashboarding/BI

Job description

We're seeking someone to join our team as a Global Occupancy Planning Leader to lead occupancy planning and workplace portfolio optimization for Project Blue in the Americas region, providing data-driven space strategies and actionable insights that support real estate decisions and maximize the effectiveness of the Firm's workplace investments. In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Lead occupancy planning and workplace portfolio optimization for Project Blue in the Americas region, ensuring space strategies align with business growth, operational requirements, and real estate objectives.
• Develop enterprise capacity plans, occupancy scenarios, workplace utilization analyses, and future demand forecasts to inform portfolio decisions and investment priorities.
• Serve as the primary strategic advisor on workplace utilization, balancing business requirements, employee experience, portfolio efficiency, cost discipline, and long-term flexibility.
• Partner with business stakeholders, project teams, and leadership to translate headcount, growth, and operating model needs into actionable occupancy plans and space recommendations.
• Manage planning vendors and governance processes, ensuring timely deliverables, consistent planning standards, data integrity, and accountability across workstreams.
• Provide leadership with clear reporting, insights, risks, options, and decision support related to occupancy performance, utilization trends, capacity constraints, and portfolio optimization opportunities.

What you'll bring to the role:

• Extensive experience in occupancy planning, workplace strategy, corporate real estate, portfolio planning, space management, consulting, or a related field, with a track record of supporting complex, multi-site workplace programs.
• Strong analytical skills with experience developing capacity models, occupancy forecasts, utilization reporting, scenario analyses, dashboards, and executive-level insights.
• Demonstrated ability to translate business growth, headcount demand, and workplace utilization data into practical real estate strategies and space recommendations.
• Executive presence and stakeholder management skills, with the ability to advise leaders, influence decisions, communicate trade-offs, and drive alignment across diverse business and project teams.
• Experience managing planning vendors, governance routines, planning standards, deliverables, and data quality in a fast-paced, matrixed environment.
• Bachelor's degree in Real Estate, Business, Architecture, Interior Design, Urban Planning, Data Analytics, Finance, Operations, or a related discipline preferred; workplace strategy or occupancy planning experience strongly preferred.

The position’s work location will be 1445 Ross Ave, Dallas, TX 75202 at a future date. The role may begin remotely until the office location becomes available. In-Person interviews will be required for the role.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.