The posting
About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
SUMMARY:
Lead Allworth Financial's corporate real estate portfolio and facilities function, including office selection, lease lifecycle management, space planning, remodels, relocations, integrations, and ongoing workplace operations
DUTIES AND RESPONSIBILITIES:
- Own the strategy, planning, financial stewardship, and day-to-day operations for Allworth's nationwide office portfolio
- Lead corporate real estate strategy, including market and site evaluation, lease renewals, lease negotiation support, site selection, office capacity planning, and long-term space utilization analysis
- Oversee facilities operations across office locations, including maintenance, repairs, vendor management, space planning, office moves and relocations
- Serve as the primary real estate and facilities point of contact for acquisitions and partner integrations, ensuring acquired offices are integrated efficiently and adhere to Allworth's brand standards.
- Partner with executive leadership to ensure facilities decisions support firmwide objectives
- Lead office buildouts, renovations, relocations, consolidations, and expansion projects from planning through execution
- Manage relationships with real-estate agents, landlords, property managers, contractors, architects, furniture vendors, and other facilities partners
- Negotiate, review, and manage facilities-related contracts
- Develop and manage the real estate and facilities budget, including lease operating expenses, non-operating expenses, capital expenditure plans, monthly forecasting, and variance management; ensure spending remains within budget
- Create and maintain facilities policies, procedures, playbooks, and documentation
- Lead one Facilities Coordinator
EXPERIENCE AND QUALIFICATIONS:
- Demonstrated experience overseeing corporate office operations, including maintenance, vendor management, space planning, office relocations, renovations, and workplace services
- Ability to manage multiple facilities projects and priorities simultaneously while maintaining strong attention to detail, timelines, budgets, and stakeholder expectations
- Excellent communication and relationship-building skills, with the ability to work effectively with executive leadership, advisors, employees, landlords, property managers, and external partners
REQUIREMENTS:
- Bachelor’s degree in Facilities Management, Business Administration, Real Estate, Construction Management, Engineering, Operations Management, or a related field preferred. Equivalent combination of education and relevant experience may be considered in lieu of a degree.
- 8+ years of progressive facilities, workplace operations, corporate real estate, or office services experience, preferably in a multi-location professional services environment
- 3+ years of leadership experience managing facilities teams, office services personnel, vendors, contractors, or cross-functional project teams
- Be onsite to lead all office remodels, relocations, and integrations. Coordinate with internal partners and external vendors as needed.
- Travel 25%-50% of time required
- This role is a hybrid role, with 3-4 days in-office expected
- This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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