Senior Director, Real Estate & Workplace Strategy

Why Work at the company?

For more than 40 years, the company has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, the company is an independent fiduciary legally bound to act in our clients’ best interests — always.*

The company offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• the company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, the company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology  here .

Job Summary

The company is growing, and our real estate portfolio is growing with us. The Senior Director, Real Estate & Workplace Strategy is a senior leader and trusted advisor to our Chief Operating Advisor and our leadership team, helping shape how we plan, evaluate, and manage our office footprint, and how our people work in those spaces. This role blends portfolio strategy, workplace strategy, and hands-on analysis, and works closely with internal leaders and our external real estate partners to make sure that our real estate strategy supports our people and our business.

Essential Job Functions for this role include

Portfolio strategy and planning

• Develop and maintain a multiyear portfolio strategy aligned with headcount growth, acquisitions, and business unit priorities

• Evaluate footprint decisions (renew, expand, consolidate, relocate, or exit) and build clear business cases with financial and risk analysis

• Partner with Finance and Accounting on budgeting, forecasting, lease accounting.

• Work with HR, IT, and Compliance to make sure new and renovated spaces meet technology, workplace, and employee experience needs

• Serve as a trusted point of contact for business and regional leaders on space needs, timelines, and project status

Workplace strategy

• Oversee a workplace strategy that reflects how our people work, including hybrid schedules, collaboration needs, and client-facing space

• Partner with HR and business leaders to understand employee needs and turn them into practical space and design standards

• Use utilization data, badge or desk-booking trends, and employee feedback to right-size spaces and improve the office experience

• Manage office design guidelines, including layout, amenities, furniture, and technology, so offices feel consistent across markets

• Track emerging workplace trends and recommend changes that support culture, productivity, and cost goals

Coordination with external partners

• Manage day-to-day relationships with key partners like Cushman & Wakefield across leasing, lease administration, and project management

• Set expectations, review deliverables, and monitor performance against scope, timelines, and budgets

• Identify opportunities to improve process, service quality, and cost effectiveness across partner relationships

Data analysis and reporting

• Safeguard the accuracy and integrity of lease data, critical dates, and portfolio information

• Build and maintain dashboards and recurring reports including occupancy cost, space utilization, project status

• Prepare portfolio summaries and presentations for executive leadership with clear insights and recommendations

• Analyze rent, occupancy, and capital spend to identify trends, risks, and savings opportunities

• Support budget development, variance analysis, and forecasting in coordination with Finance

Qualifications

• Bachelor’s degree in real estate, business, finance, or a related field, or equivalent experience

• Minimum of 10 years of proven experience in corporate real estate, financial services, professional services, or a company growing through acquisition or related experience

• Working knowledge of commercial lease structures, key terms, and lease accounting concepts

• Strong analytical skills, with advanced proficiency in Excel and experience building reports and dashboards

• Experience working with outsourced service providers or brokerage partners

• Excellent written and verbal communication skills, including the ability to present to executives

Application Deadline : The initial deadline for applications is 12/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of the company’ incentive compensation programs.

Base Pay Range

$190,000 — $210,000 USD

Benefits

The company offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

• Pet Insurance

• Personalized financial planning and guidance from the company professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The company participates in E-Verify and complies with federal employment eligibility verification requirements.

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