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CBRE Managing Director, Client Strategy and Planning in Charlotte, North Carolina

The purpose of this position is to identify Real Estate strategies that maximize efficiency and lower operating cost of the portfolio for a large financial services client. Additionally, to lead the achievement of strategic goals and deliverables, by managing the Strategy and Occupancy Management function supporting a large geographically diverse portfolio.


Assess the real estate portfolio and identify strategic opportunities to optimize the portfolio.

Provide consultative guide to client related to real estate strategies, market performance, trends and outlooks in consultation with CBRE Research resources and market reports.

Develop presentation ready opportunity recommendations in conjunction with expertise within the CBRE Platform and present to client executives.

Establish performance objectives and deliverables for the Strategy and Occupancy management teams related to the achievement of client’s goals and objectives.

Manages and achieves financial, operational and other performance requirements as defined in deliverables and KPIs (Key Performance Indicators) established for the client.

Collaborate with other service lines and client personnel to develop plans and implement strategies for achieving portfolio optimization.

Oversee the development of 5-year metro plans for major markets.

Lead change management efforts for workplace transformation initiatives.

Coordinate with service line platform and experts able to support the needs of the client (Labor Analytics, CBRE Research, Consulting, etc.)

Support client’s portfolio initiatives in support of business growth.

Oversees the Occupancy and Space Management functions ensuring data accuracy and reliable space planning metrics that support the development of solutions to the client’s occupancy needs.

Oversee the delivery of MAC Planning services to the end user client. Ensure strong collaboration among MAC Planning and Project implementation teams.

Collaborate with international teams to ensure consistency in process and approach in service delivery.

Prepare and present presentations to client and team on various topics.

Provide content and collaborate in the preparation of monthly and quarterly business reviews for the client. Present content in meetings with client.

Identifies risks in the achievement of goals and objectives and develops risk mitigation and contingency plans.

Active and collaborative member of the Senior Leadership Team overseeing the comprehensive real estate services provided for clients.


Manages the planning, organization and controls for functional area. Responsible for a team of 36 professionals, including five direct reports. Monitors appropriate staffing levels. Approves subordinate’s recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Leads and support staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising and rewarding performance and retention. Leads by example and models behaviors that are consistent with the company’s values.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and /or ability required.

Education and Experience

Bachelor’s degree (BA/BS) form four-year college or university. Masters degree in Business, Economics, Urban Studies, or related program or MBA preferred. Minimum of 10 years of business consulting or real estate experience is required.

Certificates and/ or licenses

Professional certification, professional designations (e.g. BCCR, MCR, CPM) and/or graduate level training in commercial real estate is desirable.

Communication Skills

Ability to comprehend, analyze and interpret business documents. Ability to translate business needs into real estate requirements. Ability to respond effectively to sensitive issues. Ability to make effective presentations on a variety of topics to employees, clients, senior management and other CBRE groups. Ability to motivate and negotiate effectively with key employees, senior management and client groups to take desired actions.

Financial Knowledge

Requires knowledge of financial terms and principles to evaluate the financial value of proposed tactics. Oversees department budget.

Reasoning ability

Ability to solve advanced problems and deal with a variety of options in complex situations. Draws upon the analysis of others and makes recommendations that have a direct impact on the company and the client


• Customer Service orientation- proven record of providing excellent internal and external customer service

• Demonstrated leadership and management skills

• Highly collaborative in a team and matrix environment

• Ability to influence without authority

• Strong organizational, time management and follow-up skills

• Drive for results

• Business Acumen

• Proficient use of Microsoft Office Suite Products

• Flexibility to manage changing priorities

• Comfortable conducting business and driving results through teams located in diverse locations

• Ability to partner with a competitor in providing services to client while maintaining ability to differentiate CBRE

Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans