Senior Transaction Director

CBRE; New York (NY); Hybrid; USD 185,000 - 200,000; Full time

Job summary

CBRE in New York, NY seeks a Senior Transaction Director to ensure seamless onboarding of new client accounts and eventual dedicated transaction management for a single client. The role combines strategic governance with hands-on transition execution in a hybrid in-office/remote setup.

The ideal candidate will have 10+ years of transaction management experience in real estate, possess a Finance/Real Estate/Business background, and show strong leadership, facilitation, and change-management

Qualifications

• Bachelor's degree with emphasis in Finance, Real Estate, Business Administration or related field preferred. MBA or advanced degree a plus.

Responsibilities

• Lead transaction management account transitions and special projects as primary contact for Account Teams and clients in the US.
• Set and drive transition and project objectives and performance indicators; coordinate with platform leadership to complete milestones.
• Act as escalation point for Account Teams and capture lessons learned throughout the process.
• Responsible for hand-off to Account Team and assist with stabilization after transitions.
• Participate in pursuit/solution process, assess roadblocks to transition delivery, and contribute to platform strategy.
• Serve as SME for TM delivery and account management; guide and orient new account teams.
• Support client pursuit process including solution and transition strategy development and presentations.
• Lead transition planning post-award prior to Kickoff and team mobilization.
• Ensure transition commitments are met and delivered within CBRE processes; manage Go Live and closeout.
• Lead Account Peer Reviews and Account Refreshes; propose improvements for delivery and client satisfaction.
• Direct responsibilities for a specific client include team leadership, real estate plans, broker selection, budget oversight, KPI reporting, process improvement.

Skills

Transaction management

Client transitions

Governance oversight

Project management

Change management

Facilitation

Leadership

Risk assessment

Budgeting/Forecasting

Account management

Real estate knowledge

Education

Bachelor's degree in Finance/Real Estate/Business

MBA or advanced degree

Real Estate License

Tools

CBRE systems

Job description

Are you a seasoned commercial real estate leader with a passion for navigating complex transactions and ensuring seamless client transitions? CBRE is actively seeking a dynamic and experienced Senior Transaction Director to play a critical role in ensuring successful client transitions in the NYC market. The initial focus will be on facilitating the smooth onboarding of new client accounts to CBRE. Over time, the role will evolve into providing dedicated transaction management support for a single client. This is a hybrid position, offering a blend of in-office and remote work.

About the Role:

As the Senior Transaction Director, you will ensure the overall success of new Transaction Management account transitions, and special projects/programs supporting strategic accounts or platform initiatives for the Advisory and Transactions business segment. This client facing role is focused on delivering measurably superior outcomes for our clients.

The Senior Transaction Director is responsible for mobilizing new client accounts ensuring all contractual requirements are met and supporting expansion/transformation of existing accounts. You will provide strategic and governance oversight and accountability, on-going leadership, and direction for these projects by facilitating planning sessions and client meetings/workshops, solving problems, assessing risk, implementing mitigation plans, and communicating with key decision-makers.

The Senior Transaction Director will collaborate and integrate with large and complex multidisciplinary projects with other lines of business on account.

What You’ll Do:

• Lead transaction management account transitions and special projects success as the primary point of contact for Account Teams and clients in the US.

• Set and drive transition and project objectives and performance indicators; work with account teams or Platform peers/leadership to drive timely completion of all transition or special project milestones.

• Act as the escalation point for Account Teams. Recognize, apply and capture lessons learned throughout the process.

• Responsible for hand-off to Account Team and assist with stabilization.

• Participate in pursuit/solution process, showcasing depth of experience to the dedicated platform and assessing any potential roadblocks to transition delivery.

• Serve as SME for TM delivery and account management. Support new account teams delivering the CBRE-Way. Provide guidance/orientation to new account teams.

• Support the client pursuit process, including solution and transition strategy development and presentations as needed.

• Lead transition planning efforts post-award prior to Kickoff, including team mobilization.

• Support the Account Team to ensure all transition commitments are met and delivered in the agreed timeframe following the CBRE transition process.

• Develop the transition budget, forecast any deviation, and provide required reporting.

• Lead the Go Live strategy to ensure successful Day 1. Ensure contract obligations are met, and transition deliverables are satisfied using CBRE best practices, tools, playbooks, and processes. Manage project closeout process and operational handoff to account leadership.

• Lead Account Peer Reviews and Account Refreshes. Formulate recommendations and implementation plans to augment delivery and improve client satisfaction.

• Transaction Director responsibilities for a specific client will include team leadership, implementation of client real estate plans, broker selection, financial management, KPI reporting, process improvement, and related duties.

What You’ll Need:

• Bachelor's degree with an emphasis in Finance, Real Estate, Business Administration or related field preferred. MBA or advanced degree, a plus.

• Real Estate License

• Minimum 10 years of transaction management experience. Preferred background includes experience with technology clients, portfolio strategy development and process improvement.

• Ability to support the transaction management transition of multiple clients.

• International/global work experience preferred.

• Process development expertise, with proven ability to understand current-state, run gap analysis, proactively explore new ideas to increase quality, efficiency, effectiveness, obtain client and account team buy-in, and lead others through process improvements. Develop operational or governance playbooks.

• Expert facilitation skills for meetings and workshops, both internally and externally.

• Change Management leadership experience, able to drive improvements partnering with key stakeholder groups across client organizations and CBRE.

• Strong project management, coaching, and consulting skills.

• Proven ability to ensure all scope is accounted for within the transition plan; can proactively develop custom components based off client needs and can lead the development of new components into the standard plan.

• Ability to predict possible risks and proactively develop mitigation plans with the appropriate stakeholders. Can lead teams through solutions and enable successful outcomes.

• Proven ability to lead and manage employees, from recruitment and onboarding to performance management, development, and retention, is preferred.

• Previous experience operating in an ambiguous environment and in the absence of a well a defined scope. Able to improvise and create solutions customized for clients.

• Proactive and adaptable approach, thriving in a dynamic environment, readily adjusting to changing priorities.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Senior Transaction Director position is $185,000 annually or ($88.94 per hour) and the maximum salary for the Senior Transaction Director position is $200,000 annually [or $96.16 per hour]. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program.

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).

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