Sr. Transaction Manager

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Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong.  Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.   

DESCRIPTION

We are currently seeking an experienced real estate transaction professional to join our Transaction Management team as a Senior Transaction Manager supporting a corporate healthcare client headquartered in the San Francisco Bay area.  This role is located in Southern California. The individual would be a key leader on a team dedicated to providing real estate strategy, transactional services, financial and qualitative analysis and account management to our Client, with a primary focus in the greater Southern California area.

Specific duties include working with the Client to develop real estate strategies and set business objectives for real estate acquisition, identifying suitable alternatives to support those objectives, procuring real estate on behalf of the client through the negotiation of lease and purchase agreements and working with the national leadership team on ongoing initiatives to improve service delivery.

The Sr. Transaction Manager will manage and execute lease and/or capital transactions while fostering client relationships and business growth.  S/He will be responsible for overseeing and preparing regular reporting, budgets, cash flow forecasts, memorandum documenting significant client issues and strategic planning. S/He will work primarily in a leadership role on on complex projects.  S/He Works independently or as part of a team; will supervise or manage the workload of Senior Analysts and Analysts.  S/He will also work on and will be asked to direct special projects/assignments as needed.  The Sr. Transaction Manager will manage and work with professionals across a wide variety of disciplines and business units.

RESPONSIBILITIES

Manage Client Relationships

• Assume key transaction responsibilities for strategic clients

• Provide advice on client transactions

• Attend and lead regular client meetings and conference calls

• Interact with Client’s strategic business partners and stakeholders

• Improve client transaction management processes

• Work directly with clients and team members to resolve financial model, transaction and landlord issues

• Manage building tours with the client

• Manage transaction reporting to the clients

Transactions Support

• Independently manages and executes complex, large, and mid-size transactions with high level of proficiency and knowledge

• Delivers measurable value by negotiating favorable economic and flexible lease terms for the client.

• Assist Client in completing a large number of transactions annually and independently execute lease and capital transactions of all types and sizes while adhering to JLL’s and the Client’s processes and standards for expertise and professionalism

• Actively monitor progress of assigned transactions as well as those of direct reports

• Collect client requirements, obtain market data, review market reports, retain real estate broker partners nationally, oversee site selection and site evaluation, create requests for proposals (RFP’s), negotiate letters of intent, leases, purchase and sale agreements, and prepare approval packages for client’s senior management

• Develop occupancy cost savings strategies, develop and evaluate alternative occupancy solutions and financial structures and refine existing transaction processes and procedures

• Review commission invoices for accuracy and progress on payment; review transaction information within JLL’s systems for accuracy and assure it is updated regularly

Revenue Growth

• Helping the Real Estate Services Lead and the Account Director expand account services and participate in business development opportunities

• Participating in opportunities to develop new business with Account Directors and other key stakeholders

• Helping drive revenue and manage an account’s adjusted growth margin year-to-year growth

• Proactively manage, identify and present to client unforeseen transaction opportunities

Talent Management

• Coaching and d