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Okta

Real Estate Portfolio Lead

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$101,308 / year median in California

-0% projected decline

Explore Career

Job Description

Real Estate Portfolio Lead Okta - 3.9 San Francisco, CA Job Details $132,000 - $182,600 a year 13 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Parental leave Vision insurance Qualifications Stakeholder engagement Lease negotiation Managing property portfolios Financial analysis Bachelor's degree Managing real estate transactions Managing projects Cross-functional collaboration Cross-functional communication Full Job Description Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Corporate Real Estate Team Message The Corporate Real Estate and Capital Projects team supports the execution of our global real estate portfolio and drives operational excellence across our global locations. By managing lease transactions and workplace projects, we ensure our physical spaces align with our dynamic business needs. Our team acts as the connective tissue between Finance, Legal, Operations, and external partners to deliver impactful, world-class real estate initiatives. The Real Estate Portfolio Lead Opportunity Reporting to the Director, Corporate Real Estate & Capital Projects , this role will manage lease transactions, workplace improvement projects, and drive continuous improvement across our global portfolio. You will combine transaction management, project coordination, and advanced analytics in a fast-paced environment to ensure the timely delivery of key real estate and business objectives. What you'll be doing Manage comprehensive transaction activities—including lease acquisitions, renewals, and dispositions—while tracking critical dates, preparing business cases, and maintaining accurate pipeline dashboards. Analyze portfolio metrics and maintain data integrity to support occupancy planning, long-range financial planning, evaluating costs, seat-sharing ratios, utilization trends, and capital project performance. Coordinate small-to-medium workplace and relocation projects by developing budgets and schedules, monitoring milestones, and collaborating with cross-functional teams like Facilities, IT, Security, and HR. Identify opportunities to streamline project delivery and optimize operations by developing standard operating procedures and supporting the rollout of CRE AI platforms. What you'll bring to the role Bachelor's degree in Real Estate, Business, Finance, Architecture, or a related field. 5-8 years of direct experience in Corporate Real Estate, Transaction Management, Portfolio Operations, and Project Management. Proven track record of supporting lease negotiations and transactions worldwide, backed by strong financial and analytical capabilities. Advanced proficiency in the Google suite, creating executive presentations, and effectively managing relationships with cross-functional stakeholders.
Why Join Us Desirable Skills:
Previous corporate experience at a technology company, knowledge of commercial lease structures, familiarity with workplace analytics, and a PMP certification are highly preferred and will help you hit the ground running.
High-Visibility Impact:
You will serve as the vital link between internal leaders and external service providers, driving operational excellence and directly shaping the footprint of our multi-site portfolio.
Growth and Support:
Engage in a fast-paced environment that empowers you to spearhead continuous improvement initiatives, implement innovative reporting tools, and advance your expertise in global corporate real estate. What you can look forward to as an Okta employee! Amazing Benefits Making Social Impact Fostering Diversity, Equity, Inclusion and Belonging at Okta Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today!
https:
//www.okta.com/company/careers/. Okta is an Equal Opportunity Employer/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to participate in the job application or interview process, please use this Form to request an accommodation. Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy at https://www.okta.com/privacy-policy/. ir needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today!
https:
//www.okta.com/company/careers/. Okta is an Equal Opportunity Employer/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to participate in the job application or interview process, please use this Form to request an accommodation. Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy at https://www.okta.com/privacy-policy/. P25868_3542661 Below is the annual base salary range for candidates located in San Francisco Bay Area. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us. The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $132,000—$182,600 USD The Okta Experience Supporting Your Well-Being Driving Social Impact Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for
New York City Applicants & Employees:
Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please Okta The foundation for secure connections between people and technology Okta is the leading independent provider of identity for the enterprise. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With over 7,000 pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely use the best technologies for their business. More than 19,300 organizations, including JetBlue, Nordstrom, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance