Senior Director, Portfolio Management

Location: San Francisco, CA

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Transaction Management Lead – RTX Account

Integrated Account | Multi-Geography | M3

Position Overview

The Transaction Management Lead owns transaction management delivery across RTX's ~80MM SF global portfolio, spanning multiple business units. The role drives portfolio strategy and upstream planning ahead of transaction execution, coordinates Leasing Advisory brokers and Work Dynamics TM teams to deliver integrated solutions, and ensures governance, process consistency, and operational excellence across the account.

This role operates in a strategy first, fast-paced client environment with evolving priorities and technologies. The ideal candidate is a strategic, data-driven advisor who builds strong executive relationships, leads with strong portfolio strategy instincts, working upstream of transaction triggers to anticipate client needs, while operating with the agility and speed of execution this client expects.

Leadership

• Leads transaction management across the ~80MM SF global portfolio, spanning multiple business units
• Leads a team of transaction managers and cross-functional teams across dispersed markets
• Coordinates activity across Leasing Advisory brokers and Work Dynamics TM teams to deliver integrated solutions
• Attracts, hires, and retains top talent; builds team performance through coaching and feedback
• Acts as player-coach, personally engaging on select high-priority or complex transactions
• undefined

Portfolio Strategy & Upstream Planning

• Drives portfolio strategy, including optimization, occupancy planning, and scenario analysis
• Develops multi-year transaction roadmaps that anticipate real estate needs ahead of individual deal triggers
• Leads upstream strategic initiatives and supports executive decision-making prior to transaction execution
• Aligns portfolio strategy with client business objectives across business units and geographies
• Partners with client leadership to translate business priorities into long-term real estate strategy and execution
• Uses portfolio data and insights to support forecasting, pipeline management, and strategic recommendations

Client/Stakeholder Management

• Builds strong executive-level client relationships through strategic, data-driven advisory support
• Serves as single point of contact for TM service delivery and escalations
• Owns TM contractual obligations to the client
• Develops and implements the account business plan

Financial Management

Owns Transaction Management P&L

Meets account growth targets and identifies cross-sell opportunities for JLL products

Tracks fee collection and accounts receivable

Contract Management

Ensures governance, process consistency, and achievement of KPIs, service levels, and other contracted metrics

Runs the change control process and manages risk across the portfolio

Operations

• Uses portfolio data and analytics to support KPI reporting and operational decision-making
• Demonstrates agility with technology platforms, portfolio analytics, reporting tools, and data-heavy client systems
• Owns direct reports' professional development and account succession planning
• Builds and maintains SOPs and processes that ensure operational excellence across the portfolio

Prepares QBRs

• 10+ years in Transaction Management or Corporate Leasing
• Track record leading portfolio strategy across large, multi-geography, multi-business-unit portfolios
• Experience with upstream strategic planning and executive-level decision support
• Strong portfolio analytics skills, including occupancy planning and scenario analysis
• Experience partnering with brokerage/advisory teams to deliver integrated account solutions
• Comfortable working across dispersed markets and cross-functional, mentored teams
• Critical Competencies for Success
• Deep understanding of JLL's TM process and its impact on service delivery (SOW)
• Agility with technology platforms, portfolio analytics, reporting tools, and data-heavy client systems
• Strategic thinking paired with hands-on execution across a large, dispersed portfolio
• Capacity to deal with ambiguity and solve complex problems effectively
• Ability to connect portfolio data and insights to forecasting, KPI reporting, and strategic recommendations

Other Personal Characteristics

• Superior client relationship skills at the executive level
• Thrives in a fast-paced, evolving environment with changing priorities and technologies
• Strong communicator with executive presence
• Able to work independently across geographies while remaining a strong team player
• Exhibits honesty and trustworthiness

Travel

Travel: approximately 10–20%, across client sites and geographies

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Expected compensation for this position

225,000.00 – 325,000.00 USD per year

Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location

Remote –San Francisco, CA

If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table!

Personalized benefits that support personal well-being and growth

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include:

401(k) plan with matching company contributions

Comprehensive Medical, Dental & Vision Care

Paid parental leave at 100% of salary

Paid Time Off and Company Holidays

Early access to earned wages through Daily Pay

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