Senior Director, Real Estate & Workplace Strategy

The role

The Senior Director, Real Estate & Workplace Strategy is a senior leader and advisor who shapes how the company plans, evaluates, and manages its office footprint. This role blends portfolio strategy, workplace strategy, and hands-on analysis to support people and business needs.

What you will do

• Develop and maintain a multiyear portfolio strategy aligned with headcount growth, acquisitions, and business unit priorities
• Evaluate footprint decisions and build business cases with financial and risk analysis
• Partner with Finance and Accounting on budgeting, forecasting, and lease accounting
• Work with HR, IT, and Compliance to ensure spaces meet technology and employee experience needs
• Serve as a point of contact for business and regional leaders on space needs and project status
• Oversee a workplace strategy including hybrid schedules and collaboration needs
• Partner with HR and business leaders to turn employee needs into space and design standards
• Use utilization data and employee feedback to right-size spaces
• Manage office design guidelines including layout, amenities, furniture, and technology
• Manage relationships with external partners like Cushman & Wakefield

Required qualifications

• 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
• Advanced proficiency in Excel
• Experience building reports and dashboards
• Experience working with outsourced service providers or brokerage partners
• Excellent written and verbal communication skills

Nice to have

• ability to present to executives

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Initial deadline for applications is 12/1/2026
• Mercer Advisors participates in E-Verify

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They serve over 42,800+ families across 110+ cities across the U.S.