Real Estate and Wealth Advisory Manager

Aquent; Westlake (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Vision benefits

Dental benefits

Paid sick leave

Retirement match

Training programs

Job summary

Aquent Talent partners with a prominent financial services client to lead critical real estate projects and support strategic initiatives that drive business success. You will oversee complex initiatives from conception to implementation, aligning teams and ensuring seamless execution to enhance operational capabilities.

The role emphasizes leadership, advanced Excel analysis, and stakeholder collaboration to deliver tangible outcomes across real estate programs.

Qualifications

• Advanced proficiency in Excel, including pivot tables and lookups.
• Strong project management skills with problem-solving abilities.
• Proven track record in stakeholder management and leading initiatives.

Responsibilities

• Lead and manage a variety of real estate projects including expansions, space reconfigurations, shared workspace initiatives, and office relocations.
• Coordinate with corporate real estate teams and business partners to ensure alignment and successful outcomes.
• Oversee initiatives from design to implementation, applying analytical methods and problem-solving.
• Support broader strategic priorities related to financial advisory services to contribute to business goals.

Skills

Project management

Leadership

Advanced Excel

Stakeholder management

Job description

Partnering with Aquent, our client is a prominent financial services institution committed to helping individuals and businesses achieve their financial aspirations. They are recognized for their innovative solutions and unwavering dedication to client success, making a significant impact across the financial landscape.

Are you a seasoned project leader with a talent for orchestrating complex operational and strategic initiatives? We are thrilled to invite a dynamic individual to join our client’s team, where you will play a crucial role in shaping their operational footprint and advancing key strategic objectives. This is an exciting opportunity to directly influence critical projects, ensuring seamless execution and contributing to the organization’s continued growth and efficiency.

About the Role

In this impactful role, you will be at the forefront of managing critical real estate projects and supporting strategic initiatives that drive business success. You will lead cross-functional efforts, from conception to implementation, ensuring alignment across various teams and delivering tangible results that enhance the organization’s capabilities and operational effectiveness.

Key Responsibilities

• Lead and manage a variety of real estate projects, including expansions, space reconfigurations, shared workspace initiatives, and office relocations.
• Coordinate effectively with corporate real estate teams and various business partners to ensure project alignment and successful outcomes.
• Oversee initiatives from initial design through final implementation, applying creative problem-solving techniques and conducting thorough supporting analysis.
• Provide essential support for broader strategic priorities related to financial advisory services, contributing to key business goals.

Qualifications

To thrive in this role, you will bring a combination of technical expertise and strong leadership capabilities.

Must-Have Skills & Experience

• Advanced proficiency in Excel, including expertise in pivot tables, lookup formulas, and comprehensive data analysis.
• Demonstrated strong project management skills, coupled with excellent problem-solving abilities and a proven track record in stakeholder management.
• Ability to independently lead initiatives, navigate complex situations, and thrive in ambiguous environments.

About Aquent Talent

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!

Aquent is an equal-opportunity employer.

We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

We’re about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.