Real Estate and Wealth Advisory Manager

Skill; Westlake (TX); On-site; USD 174,503,000 - 193,903,000; Part time

Job summary

Aquent is partnering with a prominent financial services firm to recruit a seasoned project leader for real estate initiatives in the US. You will orchestrate cross-functional efforts from conception to implementation, ensuring alignment and tangible results that boost efficiency and strategic growth.

Step into a role that requires analytic rigor, leadership in ambiguous environments, and a track record of delivering complex initiatives that support client success and organizational objectives.

Qualifications

• Advanced Excel skills including pivot tables and lookup formulas.
• Proven project management experience with stakeholders.
• Ability to lead initiatives and resolve complex situations.

Responsibilities

• Lead real estate projects such as expansions, space reconfigurations, and relocations.
• Coordinate with corporate real estate and business partners for alignment.
• Oversee design to implementation with strong problem-solving and analysis.
• Support broader strategic priorities related to financial advisory services.

Skills

Excel (Pivot Tables, LOOKUP)

Project management

Stakeholder management

Leadership

Job description

Placement Type

Temporary

Salary

$60.90-67.67 Hourly

Start Date

Sep 21, 2026

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. Your contributions will directly support the strategic growth and operational efficiency of the organization, making a tangible difference in how they serve their clients.

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.

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.