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Business Group Overview

CBRE’s Investor Client Coverage is dedicated to serving a select group of the firm’s top institutional clients across the commercial real estate sector. As the world’s leading commercial real estate services and investment firm, CBRE leverages this group to deliver differentiated value through integrated C-suite relationship management and seamless, cross-enterprise execution.

This enterprise-wide approach enhances client engagement across CBRE’s full portfolio of investor services, including capital markets, leasing, property management, valuations, project management, thought leadership, and consulting services. The platform plays a critical role in delivering superior client outcomes that distinguish CBRE in the marketplace.

Joining Investor Client Coverage offers the opportunity to contribute to high-impact strategies shaping global real estate investment decisions, build long-term partnerships with influential institutional investors, and drive innovation across a $20+ trillion commercial real estate addressable market.

About the Role

CBRE’s Investor Client Coverage team is seeking a Senior Coverage / Relationship Lead to expand and deepen the firm’s institutional client coverage capabilities. This group is comprised of senior enterprise leaders responsible for coordinating and delivering CBRE’s comprehensive services to its most strategic investor clients.

This role requires developing a deep understanding of client objectives and orchestrating cross-functional teams to meet complex, multi-dimensional client needs. A core responsibility of this role includes serving as a client board lead for client boards.  This is a strategic function and includes shaping agendas around client priorities, driving disciplined follow through on decisions and commitments and connecting actions to the broader account strategy and operating model.

The ideal candidate brings experience in senior, client-facing roles, ideally within coverage banking, client relations or consulting and is also a highly effective operator.  Experience operating within a large, matrixed organization is important for success.

As a key enterprise executive, this individual will manage the strategic, day-to-day coverage of a select group of high-profile institutional investors, drive cross-platform engagement, and represent CBRE at the highest levels of client interaction. This is a salaried role focused on long-term relationship development rather than transactional sales. This role includes people management responsibilities. 

What You’ll Do

Client Coverage

• Serve as the primary relationship lead for a defined portfolio of institutional investor clients, owning end‑to‑end coverage strategy, engagement, and execution.
• Plan, coordinate, and lead client meetings, including proactive, cadence‑based coverage engagements and ad hoc client interactions.
• Oversee the execution and monthly delivery of client‑facing collateral, reinforcing a differentiated, consistent client experience.

Investor Client Boards

• Lead investor client boards as a strategic engagement platform. Set agendas aligned to client and enterprise priorities, driving decision accountability, and ensuring disciplined follow‑through.
• Own integrated account planning and program management, co-creating strategic roadmaps aligned to client priorities and driving execution across complex, multi‑service initiatives.
• Align senior leaders across service lines, geographies, and segments to deliver coordinated execution against board priorities.
• Leverage the board forum to anticipate emerging client needs, challenge legacy approaches, and surface non‑obvious opportunities for growth and innovation.

Client Intelligence

• Own client intelligence as a core commercial responsibility, requiring sustained focus to maintain a deep, current understanding of client priorities, leadership, and enterprise dynamics.
• Maintain and continuously refine client organizational and relationship mapping, aligning client structures with CBRE relationship coverage to ensure full visibility into all current and potential engagements.
• Apply client intelligence to drive commercial outcomes, informing strategic engagement, opportunity identification, resource prioritization, and long‑term account growth while enabling a proactive, differentiated client partnership.

Leadership

• Demonstrate proven people management capability, with readiness to assume formal supervisory responsibility including performance management, coaching, and development.
• Maintain a strong, visible in‑office leadership presence, working alongside teams, CBRE leadership, and Client Executives aligned to coverage to enable collaboration, mentorship, and effective decision‑making.
• Lead client coverage planning and execution, ensuring workloads, priorities, and delivery models are efficient, scalable, and aligned with enterprise objectives.
• Partner with senior leadership to deliver strategic and commercial outcomes, driving market share growth, competitive differentiation, and resolution of complex, multi‑dimensional challenges, while modeling behaviors aligned with CBRE’s RISE values.

What you'll Need

• Bachelor’s degree in Business, Finance, Real Estate, or a related field; advanced degree (MBA preferred).

• 8+ years of experience in senior relationship management or client coverage roles within investment banking, corporate banking, management consulting, or similar institutional environments.

• Strong understanding of investment management principles and institutional investor dynamics within commercial real estate.

• Proven ability to lead executive-level client relationships and drive strategic cross-selling in a non-commissioned environment.

• Exceptional communication and presentation skills, with the ability to engage credibly with C-suite stakeholders.

• Demonstrated success influencing across complex, matrixed organizations.

• Based in, or willing to relocate to, New York City.

• Experience operating within a large institutional coverage or client relationship model.

• Familiarity with major commercial real estate fund managers, investor strategies, and capital allocation objectives.

• Exposure to alternative investment platforms or institutional portfolios with significant real estate holdings.

• Track record of balancing commercial outcomes with relationship-centric client coverage approaches.