Transaction Manager

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

Responsible for managing the end-to-end leasing process for the Advantage Dental + leased portfolio. Assist with the proactive development of site strategies and manage critical dates in collaboration with an external brokerage service provider.

What will you do?

• Lead critical date management for the Advantage Dental (AD) portfolio (80 sites/400,000 SF) and participate in strategy analysis and development related to moves, renewals, consolidations, and terminations across the portfolio
• Partner closely with our North American Broker Account Lead to provide business strategy direction and manage end to end lease processes for all sites within the portfolio
• Work with legal clerk to review lease documentation; notices, leases, lease amending agreements, subleases, surrenders, estoppel certificates, paperwork execution. Some deals may require preparation of lease documentation and direct negotiation with landlord
• Liaise with project, operations, security and sustainability teams to gather inputs into the leasing process, budget, scope and timelines
• Prepare excel and analysis for NPV and NER calculations, savings and scenario building
• Write business cases, in coordination with CRE strategy team, for office renewals/relocations and socialize to obtain financial approval; work with the business units to achieve their objectives regarding timing and office location, cost etc.
• Proactively identify leasing gaps or existing process improvements and propose recommended solutions, work with appropriate business groups as necessary and document processes to store in central repository
• Facilitate weekly transaction calls, track cross team action items and provide monthly reporting on leasing status
• Escalate and resolve leasing questions from CRE to property managers and landlords
• Provide ad hoc real estate support and market intelligence to business partners and CRE team, as required
• Support ad hoc work across the US portfolio; may include analysis, reporting, coordination, strategy and leasing activities

What do you need to succeed?

• 6 - 10 years of experience or an equivalent combination of education and experience in a corporate real estate leasing/transaction and strategy area
• Solid understanding of core project management principles; ability to create and manage schedules and key milestones within the strategy and lease negotiation stages, comfortable working with multiple stakeholders and managing expectations, experience identifying and communicating leasing risks and mitigation efforts
• Minimum 5 to 8 years of experience developing leasing strategies based on critical lease dates, stakeholder inputs and market trends; ability to clearly communicate recommendations and next steps
• Thorough understanding of lease documentation and the transaction process
• Strong negotiation and conflict resolution skills; comfort liaising with property managers and landlords to bring issues through to resolution
• Skill set to effectively communicate with business partners, internal stakeholders, outsourced providers, peers and management; interaction normally requires the ability to gain the cooperation of others; frequent collaboration and ability to explain positions in simplified terms
• Comfort in creating quick, targeted analysis and presentation, as needed
• Bachelor’s Degree in a related field.
• Masters of Corporate Real Estate (MCR) or PMP considered a strong asset
• Passion for real estate transactions, curiosity, drive, and being independent and self-starting required

Unique Requirements (Specialized Knowledge):

• Lease transaction process, including a complete understanding of legal documentation (RFP, offer to lease, sublease, lease termination or surrender, lease agreement etc)
• Strong competency in financial aspects of real estate leasing; strength in NPV analysis and net effective rent concepts; understanding of accounting implications in leasing including write offs, depreciation effects
• Ability to work independently on leasing deals and progress through multi-step transaction process
• Ability to read and interpret floor plans and working drawings. Understanding of construction timelines and impact on leasing
• Strong working knowledge of Excel, PowerPoint and Word for analysis and presentation work product
• Working knowledge of corporate real estate tools; Ariba, DocuSign, Service Now and Co-Star

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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