What are the responsibilities and job description for the Branch Real Estate Transaction Specialist position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Opportunity Overview:
Branch Real Estate ("BRE") Transaction Manager with oversight of real estate transactions within a specific geographic area of our 16,000-office portfolio across North America. Provide guidance and advice to other areas of the department and the firm within this area of subject matter expertise. Assist leadership with goal setting and oversight of service provider partner for all areas of Leasing including acquisitions, dispositions, renewals, and moves. Directly handle special projects on an as-needed basis.
Responsibility Summary:
Branch Real Estate ("BRE") Transaction Manager with oversight of real estate transactions within a specific geographic area of our 16,000-office portfolio across North America. Provide guidance and advice to other areas of the department and the firm within this area of subject matter expertise. Assist leadership with goal setting and oversight of service provider partner for all areas of Leasing including acquisitions, dispositions, renewals, and moves. Directly handle special projects on an as-needed basis.
Responsibility Summary:
- Assist leadership with developing, communicating, and driving the vision, strategy, performance, and results of all aspects of Branch Leasing as we undergo a growth transformation to our department.
- Working with leaders in BRE to execute division-wide and department goals, as well as overseeing and collaborating on major projects both within the department and across the firm.
- Prepare, summarize, and present reports and analyses.
- Identify trends and present recommendations to leadership within BRE and/or across the firm to influence decision making.
- Ensure appropriate internal controls are implemented, documented, and followed.
- Support BRE Divisional Department Leaders and Team Leaders as they establish strategic partnerships with key leaders in the field in support of their real estate needs. This involves communication and coordination both within and outside the organization. Ensure that Transaction Management efforts will allow them to reach their goals.
- Clearly communicate key concepts to leadership, both in written and oral form, to effectively influence critical decisions.
- Demonstrate the ability to analyze, comprehend, and leverage complex financial and/or operational data.
- Leverage internal and external relationships to ensure teams' deliverables are compliant with industry best practices and conform to regulatory requirements. In addition to the financial services industry, this includes staying current with corporate real estate industry trends.
- Support cross functional teams responsible for implementing BRE and firm wide business objectives and projects.
Position Requirements:
- Bachelor's degree required and preferred advanced degree or certification in related field.
- Minimum 7 years of related work experience is preferred.
- This individual is responsible for the oversight of a complex process within a broad area and needs to have a depth of knowledge of principles and practices of all major aspects of Corporate Real Estate Transaction Management, including a working knowledge of related areas such as finance, accounting, construction management, project management, lease administration, operations, IS, etc.
- Ability to understand financial policies and procedures common in the corporate real estate industry.
- Membership in corporate/commercial real estate industry organization(s) is preferred, but not required
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
