Director, Transactions Management

JLL - Portland, OR

Full-time - Senior

Portland, OR

Real Estate

About the position

Our Work Dynamics Healthcare Team helps clients strategize, evaluate, and transact real estate to meet their business and occupancy needs. The Senior Transaction Manager will be responsible for ensuring a high level of client satisfaction and creating strong client trust and confidence within their assigned region. This role supports business growth by managing a large volume of transactions, delivering upon key client initiatives, and ensuring consistency in processes, systems, and reporting. The individual will manage and execute complex lease and/or capital transactions as well as lead complex projects. The Senior Transaction Manager will oversee regular reporting, analysis, cash flow forecasts, document significant client issues, and conduct strategic planning. This position may involve working independently or as part of a team, and the individual will also be asked to direct special projects or assignments as needed. The Senior Transaction Manager will collaborate with professionals across various disciplines and business units, including facilities, property management, business development, finance, and clinical operations. Demonstrated experience in managing complex projects to successful outcomes is paramount. The individual must think strategically and act proactively, while also helping the account team foster the growth of junior talent and managing team meetings and call cadence appropriately. This position will be located in Portland, Oregon, with responsibilities extending to Oregon, Washington, and Hawaii.

Responsibilities

• Manage client relationships and interactions with key stakeholders in the client's organization.
• Work with clients to set business and real estate strategies and execute those strategies once developed.
• Provide real estate advice for key client initiatives and projects.
• Lead regular client meetings and conference calls, staying abreast of client's business operations, real estate needs, and challenges.
• Identify opportunities to optimize client's portfolio, improve financial performance, and reduce costs.
• Independently manage and execute complex transactions with a high level of proficiency and knowledge, adhering to company and client processes and standards.
• Collect client requirements, obtain market data, and review market reports.
• Retain and coordinate with field brokers as necessary; review and finalize broker engagements and commission invoices for accuracy.
• Lead site selection and site evaluation assignments.
• Create requests for proposals (RFPs) and negotiate letters of intent, leases, and purchase and sale agreements.
• Prepare transaction approval packages for client's executive management.
• Deliver measurable value by negotiating favorable deal terms that are pliant and economically beneficial for the client.
• Actively monitor progress of assigned transactions as well as those of direct reports.
• Advance the development, management, and execution of portfolio and asset strategies.
• Provide financial analysis/modeling and other decision support tools to aid client and its business leaders in making real estate decisions.
• Proactively manage, identify, and present unforeseen transaction opportunities to clients.
• Develop occupancy cost-saving strategies and evaluate alternative occupancy solutions.
• Support M&A activity, including diligence and integration/disposition strategy and execution.
• Collaborate with Account Leadership to expand account services and identify business development opportunities.
• Achieve established key performance indicators and service level requirements.
• Coach and develop team members, including attracting and retaining top talent.

Requirements

• Bachelor's degree required; Master's, MBA, or other advanced degree preferred.
• Real estate brokerage or salesperson license required.
• Minimum 8 years of relevant work experience with at least 5 years as a Transaction Manager.
• Healthcare experience required with knowledge of the healthcare regulatory environment, especially fluent in Stark and AKS regulations.
• Proven experience in building strong client relationships and ability to interact effectively with all levels of a client's organization.
• Demonstrated transaction management and negotiation skills, including proficiency in lease and contract review.
• Financial acumen, including skill with real estate analytics and analysis, along with an understanding of corporate finance and accounting principles.
• Experience working in Corporate Real Estate tailoring real estate strategies to achieve business objectives.
• Excellent negotiating, analytical, communication, presentation, collaboration, organizational/planning, and process skills.
• Advanced computer skills (MS Office, including Excel, Word, PowerPoint, and Outlook).

Nice-to-haves

• LEED certification, CCIM, SIOR, MCR, and related certifications preferred.