Senior Director, Real Estate & Workplace Strategy
Quick Summary
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,
What We Offer
~3 min readFor more than 40 years, Mercer Advisors 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, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors 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.
* Mercer Advisors 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, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Mercer Advisors 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:
Mercer Advisors 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.
- 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
- 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
- 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
- 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
Requirements
~1 min read- 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 5/7/2026. 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 Mercer Advisors’ incentive compensation programs.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Location & Eligibility
About this job
- Pay per year
- $190,000–$210,000 a year
- 196% above the $67,500 median for Other jobs on Jobera (123,974 salaries).
- Who can apply
- United States
- Posted
- Today
Listing Details
- Posted
- October 23, 2026
- First seen
- October 23, 2026
- Last seen
- October 23, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 87%
- Scored at
- October 23, 2026
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