NAM Retail Asset Management Finance Lead, SVP

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Job Overview

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The NAM Retail Asset Management Finance Lead is a senior leadership role within Real Estate Services (RES) responsible for managing portfolio planning, forecasting, reporting, governance execution, and decision-support activities that support the U.S. Branch Network (USBN).

Operating within Asset Management and reporting to the Head of the Financial Planning Unit (FPU), this role serves as a key integrator across RES functions including Asset Management, Design & Construction, Transactions, and Facilities Management. The position partners closely with RES leadership, Finance, Controllers, and USBN stakeholders to operationalize portfolio priorities, maintain governance processes, and provide actionable financial and operational insights that support informed decision-making.

The role is responsible for consolidating information across multiple functions and translating strategic direction established by RES and business leadership into actionable portfolio management activities, investment reporting, forecasting processes, governance routines, and executive-ready recommendations. Through strong cross-functional coordination and team leadership, the Retail Finance Lead helps improve portfolio transparency, optimize funding utilization, strengthen stakeholder accountability, and support successful execution of branch network priorities.

This position utilizes a team responsible for forecasting, analytics, reporting, and portfolio support activities and is accountable for ensuring consistent, accurate, and actionable information is delivered to leadership.

Responsibilities

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