Lead strategic client relationship initiatives for high-net-worth individuals, ensuring seamless service delivery and client satisfaction.Direct cross-functional teams in marketing, operations, and sales to deliver exceptional client experiences and optimize processes.Spearhead client acquisition and retention strategies, enhancing brand engagement and driving revenue growth.Provide white-glove service, anticipating client needs and delivering consultative real estate investment strategies.

Colliers | San Diego Region seamlessly provides a full range of real estate services to investors, property owners, occupiers and developers. In the San Diego Region, Colliers International has three offices located in Carlsbad, UTC and Scripps Ranch, with more than 100 commercial real estate professionals dedicated to creating strategic partnerships with our clients.

Negotiate and draft leases and proposals.Procure and conduct office building/suite tours.Track and report all prospects and leasing activity to clients.Gather and evaluate economic, demographic, and real estate market data for input into client deliverables.Prepare presentation and pitch materials for new business pursuits.

Prepare investment sales advisory packages and submissions for commercial real estate transactions, including research, financial modeling and composition of executive summaries.Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data / comps to correctly underwrite a transaction. Maintenance of all project files and property websites.Manage the due diligence process and working through the marketing and closing processes for each transaction. Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure.Technically proficient in use of databases and ability to effectively identify what data from this system will be useful to determine trends and for preparation for pitches and meetings.Review real estate documents (leases, loan documents, appraisals, etc.).

Create, design and present all marketing collateral using Adobe Suite programs; such as property brochures, email blasts, presentation placemats and banners, market overview books, graphs and client reports.Produce and process lease documents such as proposals, deal transaction forms, commission calculations, and invoices.Maintenance of all project files and property websites.Coordination of travel for brokers.Experience in REA, CRM, Exact Target, CoStar, Brokeractive, WinAir Forms, Metropolis, Dealio, Adobe Illustrator, and Adobe InDesign.

Professional Intermediary for Specialized Contractors, Consultants, Medical Professionals and Architects. Responsible for processing requests for information, submittals, change orders, addenda and other matters related to the construction process. Ensure the architects, consultants and contractors meet the construction deadlines.Reporting for pre-construction and weekly owner/architect construction meetings.On the job conflict resolution with corrective action proposals. The SoCal Division specializes in high end, cutting edge Medical Facilities, Labs, Radiology, Laser, Oncology, Surgery… etc. The aforementioned medical professionals (owners) are Surgeons, Oncologists, CT/MRI Radiologists, Anesthesiologists, Cardiologists and other specialists and consultants.