Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Job Mandate
- Lease-renewal lifecycle. Maintain a forward view of expirations, options, and notice deadlines; frame renew / relocate / consolidate / let-expire options; and support Head of Corporate Development to drive each renewal to a decision.
- Broker Partner coordination. Act as the day-to-day point of contact: develop inputs needed and review, synthesize, and act on outputs.
- Portfolio data & analytics. Assemble and maintain the datasets that drive decisions — space utilization, in-office employee lists with home zip codes (for commute studies), occupancy, and headcount-to-footprint by location.
- Payment-file review. Perform a single-layer review and approval of the monthly payment file before release to AP/Workday.
- Transaction support. Develop LOI key terms against Wealthspire's established benchmarks and prepare the lease-renewal / new-lease approval form for each transaction.
Key responsibilities
Lease renewal & critical-date management
- Maintain a forward-looking view of all lease expirations, options, and notice deadlines; review monthly critical-date reports and ensure no deadline is missed.
- Track renewal timelines and manage true ups where a renewal lags an expiration.
Broker coordination
- Serve as the day-to-day point of contact with the Broker Partner account team.
- Source the inputs needed to execute documents, GL codes / cost centers / allocation splits, and vendor/banking setup.
- Review and synthesize broker deliverables — abstractions, market reviews, commute and consolidation studies, and the monthly reporting package — and surface what matters to leadership.
- Set and support a recurring touchpoint with the Broker Partner account team to keep work moving forward.
- Perform a single-layer review and approval of the monthly payment file before it is released to AP/Workday.
- Track broker service levels and flag issues against the governance playbook.
Portfolio data gathering & analysis
- Assemble and maintain the datasets that drive decisions: space utilization statistics, in-office employee lists with home zip codes (for commute studies), occupancy, and headcount-to-footprint by location.
- Provide sufficient data and analysis to support renewal decisions — gather inputs, frame renew / relocate / consolidate / let-expire options, and present recommendations to the Head of Corporate Development.
- Support consolidation assessments — identify candidate locations and assemble the data needed to model them.
- Coordinate market reviews and market-rate assessments performed by CBRE; compile comparable data and summarize implications for upcoming renewals.
Transaction support
- Develop LOI key-term sheets for renewals and new leases, using established Wealthspire benchmarks as the standard for tenant-favorable terms.
- Prepare the lease-renewal / new-lease approval form for each transaction and route it for sign-off.
- Hand finalized, approved documents to Broker Partner for onboarding and abstraction; support M&A lease roll-ins from acquisitions.
Required qualifications
- 2–4 years in commercial real estate, lease administration, corporate real estate, or a related analytical / coordination role.
- Strong Excel skills and comfort assembling, cleaning, and cross-referencing datasets (employee rosters, utilization, occupancy).
- Ability to read and interpret basic real estate financial metrics — occupancy cost per employee, rent per square foot, total lease liability — sufficient to frame renewal options in financial terms.
- High attention to detail and deadline discipline — this role is the safety net for critical dates.
- Clear written communication; able to distill data into concise recommendations for leadership.
- Comfortable coordinating an external vendor alongside multiple internal stakeholders.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.