Senior Transaction Director

CBRE; United States; Hybrid; USD 180,000 - 260,000; Full time

Job summary

CBRE in New York City is seeking a Senior Transaction Director to drive onboarding of new client accounts and oversee complex TM initiatives within Advisory and Transactions. This client-facing role focuses on seamless transitions, governance, risk management, and strategic account leadership.

This high-impact position requires delivering measurable client outcomes, mobilizing cross-functional teams, and maintaining CBRE standards.

Qualifications

• Extensive experience leading transaction management in commercial real estate.
• Proven ability to manage multi-client transitions and complex projects.
• Strong stakeholder management and client-facing skills.

Responsibilities

• Lead TM account transitions and ensure successful onboarding for new client accounts.
• Set transition objectives, milestones, and KPIs with account teams and clients.
• Serve as escalation point, capture lessons learned, and ensure smooth hand-offs to account teams.
• Support pursuit/solution processes with platform leadership and assess transition risks.
• Provide governance and guidance to new account teams for CBRE-Way delivery.
• Develop transition plans and budgets, and monitor progress against commitments.
• Lead post-award Go Live planning and ensure delivery of transition deliverables.
• Contribute to account reviews and recommendations to improve client satisfaction.

Skills

Transaction management

Client relationship management

Project leadership

Governance and risk assessment

Stakeholder communication

Education

Bachelor's degree in Business/Real Estate or related field

Tools

Excel

PowerPoint

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.