Director, Model Portfolios Job at Fidelity Investments

Director, Real Estate Portfolio and Transactions

The Director, Real Estate Portfolio and Transactions is responsible for developi...

Location

United States , Bellevue; Overland Park

Salary:

164100.00 - 222100.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Real Estate, Business, Finance, or a related field (MBA preferred)
10+ years of experience in corporate real estate, including portfolio strategy and transaction management
10+ years of experience leading corporate real estate teams, with a focus on portfolio/transaction management
Proven ability to negotiate complex real estate deals and manage large property portfolios
Strong financial acumen with experience in real estate financial modeling and forecasting
Excellent stakeholder management skills, with the ability to influence at all levels
Experience with data analytics, real estate technology platforms, and portfolio management tools
Knowledge of real estate law, leasing, and market dynamics
At least 18 years of age
Legally authorized to work in the United States

Job Responsibility

Developing and managing T-Mobile’s long-term corporate real estate strategy for office buildings and call centers nationwide
Ensuring real estate assets are aligned with the enterprise’s strategic objectives through thoughtful portfolio planning, site selection, acquisitions, dispositions, and execution of high-impact transactions
Collaborating cross-functionally with Facilities Management, Occupancy Planning, Business Analysis, and Project Management to execute Corporate Real Estate initiatives
Serving as a primary representative in negotiations and relationship management with landlords, jurisdictions, state and local officials, commercial brokers, and key vendors
Leveraging data analytics and real estate technology platforms to drive decision-making, optimize space utilization, and monitor portfolio performance in real time
Leading the development and implementation of workplace strategies that promote flexibility, sustainability, and employee engagement
Managing all transactional aspects of the real estate portfolio
Leading a high-performing team of Senior Real Estate Transaction Managers, Transaction Managers, Strategy Analysts, and contracted professionals
Supporting key corporate initiatives including large-scale renovations, refresh programs, and merger-related integration activities
Partnering closely with HR and business units to ensure alignment between workforce planning and long-term space needs

What we offer

Medical, dental and vision insurance
Flexible spending account
401(k)
Employee stock grants
Employee stock purchase plan
Paid time off
Up to 12 paid holidays
Paid parental and family leave
Family building benefits
Back-up care

Fulltime

Director of Real Estate Operations

Join Archer to manage the development and execution of the vertiport product lin...

Location

United States , San Jose

Salary:

220000.00 - 270000.00 USD / Year

Archer Aviation

Expiration Date

Until further notice

Requirements

10+ years of experience in real estate development, construction management, facilities management and corporate development
Strong financial modeling skills
Confidence in presenting to executive management
Strong communication and interpersonal skills
Ability to work in a fast paced and dynamic environment
Proficiency in schedule management tools, financial modeling software and Google Workspace

Job Responsibility

Real Estate Portfolio Optimization: Analyze the existing real estate portfolio, including workspace, lab, manufacturing, and vertiport assets, to identify and implement annual cost and space efficiencies, ensuring world-class performance standards
Transaction Management: Structure future real estate deals to facilitate informed business decisions by coordinating all phases of transactions and collaborating with internal and external stakeholders, including cross-functional teams
Strategic Growth & Integration: Partner with senior leadership to define inorganic strategic themes, evaluate potential opportunities, and develop detailed strategic business cases and valuation analyses
Cross-Functional Collaboration: Coordinate with Facilities, Construction, Security, Legal, and Finance teams to ensure effective real estate portfolio management and integrated KPIs
Process Improvement: Document, implement, and refine real estate transaction processes to meet evolving business needs
System Implementation: Assess and implement the latest real estate systems and software, including innovative AI-based solutions
Reporting and Dashboards: Develop unique real estate insights and dashboards, deploying executive-level reporting

Fulltime

Director, Model Portfolios

Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey mo...

Location

United States , New York, NY; NJ Work From Home

Salary:

100000.00 - 155000.00 USD / Year

Fidelity Investments

Expiration Date

Until further notice

Requirements

Bachelor's degree required
MBA, CFA or equivalent graduate degree a plus
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience

Job Responsibility

Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space

What we offer

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Fulltime

Director, Workplace

The Director, Workplace will play a critical role in shaping the employee experi...

Location

United States , San Francisco

Salary:

221000.00 - 260000.00 USD / Year

Checkr

Expiration Date

Until further notice

Requirements

10+ years experience in workplace operations, including 6 years in a direct people management role
exceptional ability to collaborate effectively with senior executives, thriving in a rapid-paced and high-growth setting
attention to detail, proficient in managing multiple tasks, time management
initiative in identifying improvement opportunities for processes and policies relating to the future of work
demonstrated data-driven approach with an analytical mindset in problem-solving
extensive experience in managing and strategizing for a sizable real estate portfolio
strong expertise in fostering culture and understands the elements that boost engagement in a hybrid workplace
experience leveraging AI and digital workplace technologies to optimize operations and employee experience
event management experience required
IFMA CFM credential preferred, but not required

Job Responsibility

Design and build a world-class workplace employee experience for Checkr employees
take charge of Checkr’s real estate strategy, handling both the portfolio's expansion and its maintenance
lead the design and implementation of Checkr’s hybrid work model, ensuring a balance between remote and office-based work settings
drive productivity, engagement, connection, and innovation within our team, leveraging both physical and digital space
design and execute internal Checkr events, acting as a link to external events when necessary
implement and leverage AI-driven tools to optimize operations, space utilization, and measure efficiency
deliver exceptional workplace services that reconcile cost, business needs, and employee expectations to build a dynamic and adaptable workplace
utilize relevant metrics to measure the Workplace team's success, including financial analysis, business planning related to Checkr’s real estate portfolio, and key performance indicators
stay ahead of future work trends and adapt Checkr’s model based on expert insights and data, both internal and external
oversee daily facilities operations, such as janitorial duties, HVAC maintenance, food service, and general maintenance across all Checkr locations

What we offer

A fast-paced and collaborative environment
learning and development allowance
competitive compensation and opportunity for advancement
100% medical, dental, and vision coverage
up to $25K reimbursement for fertility, adoption, and parental planning services
flexible PTO policy
monthly wellness stipend, home office stipend
in-office perks such as lunch four times a week, a commuter stipend, and an abundance of snacks and beverages

Fulltime

Director of Product Portfolio & Investment

We are looking to recruit a Director of Product Portfolio & Investment for a lea...

Location

United Kingdom , London

Salary:

Not provided

DataCareers

Expiration Date

Until further notice

Requirements

Demonstrable experience building and defending P&L models
Deep understanding of IRR, ROI, payback period and churn analysis
Strong commercial judgement and financial credibility
Experience working across multi-product B2B software portfolios
Confidence influencing senior stakeholders without direct authority
Exceptional executive communication skills

Job Responsibility

Build and own product P&L business cases across the portfolio
Develop robust financial models including ROI, IRR, payback period, revenue forecasting and churn analysis
Lead market sizing, unit economics modelling and scenario planning
Ensure investment cases meet defined financial modelling standards
Provide credible challenge and validation of assumptions
Create a unified view of product investments across business lines
Establish structured prioritisation frameworks to maximise portfolio impact
Identify interdependencies, conflicts and trade-offs across roadmaps
Guide investment decisions based on financial and strategic return
Partner with Corporate Development to build acquisition P&Ls

Fulltime

Director of Product Strategy & Portfolio

We are looking to recruit a Director of Product Strategy & Portfolio for a leadi...

Location

United Kingdom , London

Salary:

Not provided

DataCareers

Expiration Date

Until further notice

Requirements

Deep expertise in product strategy, product portfolio management, and market analysis
Strong financial and commercial literacy, including P&L and ROI modelling
Proven ability to create clarity across complex, multi-product environments
Excellent communication skills with the ability to influence senior stakeholders
Experience operating in enterprise software, public sector, or multi-market technology environments

Job Responsibility

Define and communicate long-term product vision and enterprise product strategy
Establish a unified strategic framework that aligns product direction across portfolios
Lead strategic roadmap planning and guide prioritisation with Product Directors
Drive market, customer, and competitive analysis to inform investment decisions
Act as a strategic advisor to senior leadership on product positioning and long-term planning
Build strong relationships across product, engineering, and commercial teams
Develop business cases for major initiatives, including ROI modelling and market sizing
Lead portfolio governance, prioritisation, and lifecycle management
Champion data-driven decision-making and customer-centric product strategy
Provide leadership, development, and direction to senior product managers and directors

Fulltime

Senior Director of Portfolio Management

The Senior Director of Portfolio Management leads the strategic direction, gover...

Location

United States , Chicago

Salary:

200000.00 - 220000.00 USD / Year

Trace3

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, product management, technology, or related field required
Advanced degree (MBA or equivalent) preferred
10+ years of experience in portfolio management, product management, services strategy, or offering management
Experience working in technology services, consulting, or systems integrator environment
Proven ability to lead, manage, and develop high-performing portfolio managers, analysts, or enablement teams
Strong familiarity with service catalog design, pricing models, financial analysis, and offering lifecycle governance
Strong financial and business acumen with a deep understanding of services profitability, margin models, and portfolio KPIs
Proficiency with enterprise business systems (CRM, ERP, PSA, pricing/scoping tools) and data analysis/reporting tools
Demonstrated success leading cross-functional initiatives across Sales, Delivery, Finance, and Marketing
Ability to build alignment across organizational levels and influence stakeholders without direct authority

Job Responsibility

Own the services portfolio end-to-end, including administration, governance, lifecycle management, enablement, and continuous evolution
Partner with Business Unit, Services, Sales, Finance, Marketing, and Delivery leadership to define portfolio strategy, long-term vision, priorities, and success metrics
Establish and maintain a portfolio governance model to ensure alignment, accountability, and consistent decision-making across all services
Guide portfolio direction using client demand, competitive insights, financial objectives, and delivery capability
Lead and develop a high-performing portfolio management and enablement team
Align team structure and capabilities with the future needs of the services portfolio
Foster a culture of ownership, collaboration, continuous improvement, and innovation
Lead the full lifecycle of service offerings from concept and launch through performance management, enhancement, and retirement
Prioritize the offering roadmap based on market opportunity, scalability, profitability, and strategic alignment
Drive portfolio standardization and strategic cohesion across all service areas (Cloud, Security, Data & Analytics, AI, Contact Center & Collaboration, Managed Services, and Consulting)

What we offer

Comprehensive medical, dental and vision plans for you and your dependents
401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
Competitive Compensation
Training and development programs
Major offices stocked with snacks and beverages
Collaborative and cool culture
Work-life balance and generous paid time off

Fulltime

Vice President, Portfolio Sales Director

The Vice President, Portfolio Sales Director is a senior leadership role respons...

Location

United States , Norwalk

Salary:

108400.00 - 201500.00 USD / Year

RX Global

Expiration Date

Until further notice

Requirements

Proven senior sales leadership experience, preferably within events, media, or complex B2B environments
Demonstrated success managing multi-product or multi-event portfolios with significant revenue responsibility
Excellent strategic planning, commercial acumen, and data-driven decision-making capabilities
Demonstrated success leading and developing senior sales leaders
Exceptional stakeholder management and executive-level communication skills
Operate as a strategic, enterprise-minded leader with a portfolio-first perspective
Balance long-term growth initiatives with near-term revenue delivery
Set a clear vision and holds teams accountable for disciplined execution
Act as a trusted partner to executive leadership and cross-functional peers

Job Responsibility

Develop, own, and execute a comprehensive sales strategy for the entire US event portfolio to achieve revenue, growth, and market expansion targets
Establish clear strategic plans for New Segments, New Business, International Sales, Sponsorship, and Digital revenue streams
Analyze market trends, customer insights, and competitive dynamics to identify growth opportunities and inform portfolio strategy
Ensure portfolio sales strategies are fully aligned with broader company goals and long-term business priorities
Ensure detailed sales plans are in place for all events within the portfolio a minimum of 10–12 months prior to each event
Set, manage, and oversee revenue targets across all events and commercial products within the portfolio
Ensure that sales targets and budgets are developed, approved, and administered 10–12 months in advance of each event
Provide clear, actionable insights and corrective actions to optimize performance and mitigate risk against targets
Lead, mentor, and performance-manage Sales Directors and Sales Managers across the portfolio
Ensure alignment of individual and team objectives with portfolio strategy and revenue priorities

What we offer

Country specific benefits (link provided)

Fulltime

Director, Model Portfolios

Fidelity Investments

Location:
United States

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 22, 2026

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