Director, Workplace & Corporate Real Estate

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska:
Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

The Director, Workplace & Corporate Real Estate is responsible for leading the company's national facilities and corporate real estate strategy across headquarters and a growing portfolio of remote offices. This role oversees facilities operations, real estate partnerships, vendor performance, lease administration, capital projects, and workplace planning to ensure office environments effectively support business operations, employee experience, and long-term growth.

This position provides strategic oversight of the company's facilities portfolio while leading day-to-day facilities operations with the Facilities Manager. The Director serves as the primary relationship manager with CBRE, Goldenrod, and other national service providers, ensuring vendor accountability, cost optimization, and consistent service delivery across all locations.

As the organization continues to grow through acquisitions, this role will play a critical part in evaluating office footprints, supporting integration efforts, identifying consolidation opportunities, and developing scalable workplace strategies that align with the company's long-term business objectives.

• Develop and execute a national facilities and workplace strategy that supports the company's growth objectives.
• Serve as the primary relationship manager for CBRE, Goldenrod, and all commercial real estate partners.
• Partner with Finance, Legal, and business leaders to optimize the company's real estate portfolio, evaluating lease renewals, relocations, expansions, office consolidations, and new site selection.
• Analyze occupancy trends and recommend opportunities to improve utilization and reduce long-term costs.
• Support due diligence activities for acquisitions involving office space, leases, and facilities.

• Lead strategic vendor relationships across facilities, maintenance, construction, furniture, security, and related services.
• Negotiate contracts, pricing, and service-level agreements to maximize value and control costs.
• Establish vendor performance standards and hold partners accountable for service quality and responsiveness.
• Conduct regular business reviews with key vendors and implement corrective action plans when expectations are not met.
• Lead competitive bid and RFP processes for major facilities contracts.

• Provide leadership and oversight for facilities operations across headquarters and remote office locations.
• Supervise and develop the Facilities Manager, ensuring efficient execution of day-to-day operational responsibilities.
• Establish standardized facilities processes and service expectations across all offices.
• Oversee preventative maintenance programs, office standards, safety initiatives, and workplace improvements.

• Lead (or oversee IC
  - Dan Trombla) office renovations, relocations, expansions, and workplace improvement initiatives.
• Coordinate construction projects, furniture installations, office openings, and major maintenance activities.
• Develop project budgets, timelines, and implementation plans.
• Partner with Technology, Security, HR, and business leaders to ensure successful project execution with minimal disruption.

• Support integration of newly acquired offices by evaluating facilities needs and coordinating workplace transitions
• Develop standardized integration playbooks for facilities and office operations.
• Identify opportunities to consolidate office locations where appropriate while maintaining business continuity.
• Recommend long-term portfolio strategies as the organization's geographic footprint evolves.