20/20 Foresight Executive Search

Company

Our client is a HNW Family Office with a rich history spanning over 70 years of multi-generational leadership and a legacy that has thrived through growth, innovation, and value. The organization comprises a portfolio of real estate and non-real estate investments, resources, and back-office services for the benefit of the private investment firm and multiple private foundations. The company takes a servant’s heart approach, prioritizing the needs and goals of its team members, partners, and clients.

Location

San Antonio, TX

Role

Reporting to the Group Director, the Real Estate Services Planning & Operations Manager will play a critical role in the planning and execution of all strategic initiatives of the firm. Additionally, the position will contribute to the organization through individual work and orchestrating the work of others, as well as through the communication, control, and execution of strategic thinking.

Responsibilities

Daily responsibilities include, but are not limited to:

• Assess department needs and determine how current resources match up with the strategy in relation to budgeting, financial management, and department capacity planning. Evaluates progress vs. plan and makes recommendations to ensure resource allocation is optimized.
• Drives the strategic planning process (annually & quarterly).
• Responsible for department administrative support, including management of the department Executive Operations Planning Coordinator and/or Administrative Assistant.
• Research best practices for department-related functions. Writes governance and creates new Policies & Procedures based on department needs. Accountable for maintaining the P&P library structure, governance, and approvals.
• Monitors department metrics and prepares executive level and department reports.
• Develops executive overviews of various reports and analyses.
• Monitors identified program efforts for alignment with business intent and architecture.
• Facilitates department communication (including change management, updates, deliverables timeline, etc.). Ensures that communications, messages, and decisions are available to stakeholders.
• Performs gap analyses for continuous improvement effects related to issues (RIDA: Risk, Issues, Decisions, Actions) log management and developing benchmark capabilities. Monitors RIDA log production and facilitates closure of key items.
• Facilitates cross-functional preparations/coordination for all leadership, business, communications, and meetings.
• Facilitates cross-functional collaboration to prepare portfolio performance reporting.
• Manages the department planning process and ensures completion of related deliverables. Orchestrates department people workflow, organizational chart revisions, space planning, and position descriptions.
• Maintains positive awareness of department leadership priorities.
• Responsible for enhancing communications between department and functional business leaders and serving as a cross functional resource to build and nurture strong partnerships. Maintains positive awareness of enterprise priorities.
• Provides department budget, financial planning, and management. Makes recommendations for addressing budget variances and takes corrective action in alignment with department leadership.
• Manages organizational performance strategy, ensuring department alignment. Functions from an unbiased standpoint to facilitate conversations about strengths and weaknesses.
• Works collaboratively with others (internally and externally) to achieve common objectives, goals, and results.

Qualifications

• BA/BS degree in a related field or equivalent work experience, MBA preferred.
• 10+ years of leadership experience with strategic planning, operational governance, and project management in Real Estate.
• Track record of driving strategic initiatives, implementing systems, and ensuring operational excellence.
• Experience structuring and scoping process improvement initiatives and applying a range of analytical tools to develop solutions.
• Ability to prioritize, organize, and deliver multiple administrative initiatives and meet deadlines.
• Excellent writing, communication, and presentation skills, demonstrated ability to identify opportunities, innovate solutions, interact with decision makers, and provide high-quality recommendations and results.
• Demonstrated capacity and track record of acting with a sense of urgency.
• Demonstrated high level of personal initiative, setting, and achieving challenging goals.
• Proficiency in MS Office Word, Excel, Outlook, PowerPoint, Visio (as applicable). SharePoint, Smartsheet, and MRI.

Travel: No travel is expected for this position.

20/20 Foresight Executive Search