About this role
Branch Real Estate Transaction Strategist
Opportunity Overview: The Branch Real Estate Transaction Strategist serves as a strategic advisor and subject matter expert responsible for managing and advancing complex real estate transactions across a designated portfolio. This role leads the execution of leasing and transaction management activities, including new locations, lease renewals, relocations, acquisitions, dispositions, and special projects that support the firm's growth strategy. Working closely with business leaders, field leadership, brokers, legal counsel, and various internal partners, the Transaction Strategist provides expert guidance on real estate decisions, negotiates complex transactions, and ensures projects align with business objectives, financial goals, and industry best practices. This role plays a key part in shaping the firm's real estate footprint while influencing strategic initiatives across one of the nation's largest branch networks.
What You'll Do • Lead and manage complex real estate transactions across an assigned portfolio. • Negotiate leases, renewals, relocations, acquisitions, and other strategic real estate agreements. • Serve as a trusted advisor on leasing strategy and transaction management matters. • Partner with field leaders and business stakeholders to support growth and operational objectives. • Conduct market assessments, site selection, and financial analysis to inform real estate decisions. • Collaborate with legal, construction, design, and external partners to execute real estate initiatives. • Provide subject matter expertise on industry trends, best practices, and portfolio strategy. • Drive real estate solutions that balance business needs, risk management, and financial performance.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
Position Requirements: Required Qualifications • Bachelor’s degree in Business, Real Estate, Finance, or a related field. • 10+ years of commercial real estate leasing, transaction management, portfolio management, or related experience. • Demonstrated expertise in lease negotiations, site selection, market analysis, and complex real estate transactions. • Strong understanding of real estate financial analysis, contract negotiation, and portfolio strategy. • Proven ability to influence stakeholders and lead cross-functional initiatives across large, complex organizations. • Excellent communication, relationship management, and problem-solving skills. Preferred Qualifications • MBA, JD, or other advanced degree in a related field. • Professional certifications such as CCIM, SIOR, CPM, or similar real estate credentials. • Experience supporting large-scale corporate real estate portfolios and multi-market transaction strategies.
Company Description: Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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.
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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades: 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.
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EEO Statement: 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.
Salary Information: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.