SUMMARY
The Portfolio Managing Director has overall accountability for an assigned real estate portfolio on a client account including ownership for overall client relationship, integration of work streams, understanding client strategy, ministry growth, and service delivery for their portfolio of customers.
KEY DUTIES & RESPONSIBILITIES
People and Culture
- Demonstrates strong, competent leadership, integrating multiple work steams and supporting strategic account plans.
- Provides mentoring, coaching and guidance to all team members.
- Reinforces BGIS values and culture.
- Drives and supports health and safety expectations.
CLIENT RELATIONSHIP AND RETENTION
Client Relationship
- Ownership and accountability for client relationship at a specific portfolio level and for achieving client satisfaction objectives for their portfolio primarily and to the overall account.
- Develops and maintains effective relationships with their portfolio clients and portfolio occupants, managing portfolio clients and occupant expectations and ensuring client and customer satisfaction is achieved.
- Acts as the central point of escalation for issues pertaining to their portfolios.
- Position level of client representatives with whom this position typically interacts with are typically at the senior management level.
- Contributes to the account Memorable Customer Experience program.
- Supports efforts to secure expected L2R scores for the account.
SERVICE DELIVERY AND FINANCIAL MANAGEMENT
Service Delivery Management
- Overall ownership for ensuring all client service obligations are met and delivered.
- Accountable for ensuring work aligns with all requirements including but not limited to environmental, health and safety, and building standard requirements.
- Collaborates with relevant concerned parties and account team in the continuous identification, development and implementation of innovative solutions to continually deliver value to portfolio’s and the client.
- Collaborates with Enterprise shared services groups to ensure portfolio is receiving optimal operational support for service delivery.
Financial Management
- Oversight on Ministry level budgets.
- Responsible for working with key concerned parties to monitor success of achieving budget for the Portfolio.
- Ensure understanding and management of the budget.
BUSINESS INTELLIGENCE AND INSIGHTS
- Leverages account Business Intelligence tools and dashboard to identify meaningful operational insights for their portfolio.
- Identify trends and “tell the story” of the ministries in the portfolio.
PROFITABILITY, GOVERANCE AND RISK MANAGEMENT
Profitability
- Collaborates with account service delivery leaders and collaborates with relevant concerned parties in the continuous identification and implementation of best practices; review, refinement and/or development and implementation of processes, technologies and sustainable practices, leveraging self-perform wherever possible to achieve efficiency gains.
- Directs the implementation of related enhancements for their portfolio and for the overall account.
- Collaborates with product line leaders to identify opportunities for the ministries.
Governance
- Contributes to account governance processes and protocols.
- Ensures their portfolio meets or exceeds all governance requirements.
Risk Management
- Activelycontributes to account processes and proceduresto mitigate all operational and financial risks.
- Supports account activities in completing risk management audits and assessments.
STRATEGIC VALUE AND GROWTH
- Accountable for identifying and ensuring smooth implementation of the Strategic Portfolio Plan (SPP), for driving strategic initiatives, innovation and opportunities for improvement, value and services expansion – this will align with account Strategic Account Management Plan (SAM).
- Continuously engages their portfolio clients in discussions to understand and anticipate needs.
- Develops, recommends, implements and directs the execution of strategic and account expansion plans to enable results including but not limited to business growth, achieving and enhancing performance.
- Collaborates with relevant internal concerned parties to drive value and achieve growth objectives and implement additional services.
- Provides quarterly value reporting to substantiate value creation to clients.
- Provides value added recommendations, solutions and thought leadership to the client to enhance portfolio.
- Accountable for business development for their portfolio.
- Contributes to proposal development, actively attends relevant events in order to establish market presence and contribute to brand awareness, networks to maintain awareness of potential opportunities among other activities to enable business acquisition and expansion.
- Other duties as assigned.
KNOWLEDGE & SKILLS
- University degree in business administration and/or professional designation an asset.
- More than 10 years of business portfolio management and account management work experience.
- A highly experienced, articulate and professional Business Leader with a proven track record in the following: People Leadership and influencing without formal authority. A high degree of comfort and resiliency with challenging situations, maintains composure with audiences at all levels including those at the executive management position level. Strong understanding of how-to using data and analytics, key metrics to operate their business with appropriate translation of data to information and story telling. Strong and polished presentation skills (including proficient in Power Point). Collaboration with client, enterprise concerned parties to drive integration, relationship and connection. Exceptional Client and Political savvy. Business / Financial acumen of a large business with various functional areas, high volumes of information and competing priorities. Applying client relationship and account management strategies and enabling key relationship with client representatives at all levels – including C-Suit levels. Communicating with, negotiating, influencing and persuading others to achieve desired outcomes including with individuals at the executive management position level. Managing and steering difficult discussions, communicating to gain concerned parties trust to foster good relations. Adapting to new, different or changing requirements, quickly grasps new concepts, adapts and reflects on lessons learned. A very high degree of comfort with ambiguity. Exceptionally adept at analyzing, evaluating and defining problems and challenges, identifying alternatives and making timely decisions. Known for providing creative thought leadership while also listening and engaging others to provide input in the shaping of that vision.
Licenses and/or Professional Accreditation
This is a regular, full-time position with a salary range of $173,998 - $217,497 per annum. The starting salary will be based on the successful candidate’s competencies, including but not limited to experience, education and performance related to this role.
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