About the Role:
The Global Document Services Lead serves as CBRE's senior subject matter expert for document services supporting one of our premier clients in the financial services sector. Based onsite in Manhattan, this highly visible role is responsible for leading document services operations across the Americas while partnering with regional leaders in EMEA and APAC to drive global consistency, governance, compliance, and best practices.
As the client's trusted advisor for document services, you will oversee programs supporting records management, information governance, archiving, mail services, document storage and retrieval, and secure document destruction. This role plays a critical part in ensuring highly confidential information is properly managed throughout its lifecycle while meeting regulatory, audit, and business requirements.
Approximately 60% of the role is focused on providing strategic guidance, governance support, and best-practice leadership across multiple regions, while 40% is dedicated to supporting document services operations and initiatives throughout the Americas. Success in this role requires a strong understanding of document management processes, regulatory controls, vendor management, and risk mitigation within a highly regulated environment.
What You'll Do:
• Lead document services operations across the Americas while serving as a strategic advisor and partner to regional leaders in EMEA and APAC.
• Serve as the primary subject matter expert for records management, information governance, archiving, mail services, document storage, retrieval, and secure document destruction programs.
• Develop and maintain processes, controls, and governance standards that support compliant document lifecycle management.
• Ensure adherence to records retention requirements, privacy regulations, legal hold requirements, and information governance policies.
• Partner with compliance, legal, risk, audit, and business stakeholders to ensure regulatory and operational requirements are met.
• Manage strategic relationships with document services vendors and service providers, including performance reviews, service-level management, issue resolution, and continuous improvement initiatives.
• Oversee document storage, retrieval, retention, and destruction programs to ensure the secure handling of sensitive and confidential information.
• Evaluate document services processes and technologies, identifying opportunities to improve compliance, efficiency, automation, and user experience.
• Support audits, regulatory examinations, risk assessments, and control reviews by maintaining documentation, reporting, and corrective action plans.
• Develop and present operational, compliance, risk, and vendor performance reporting to client and CBRE leadership.
• Drive process standardization, operational excellence, and best practices across regions.
• Partner with stakeholders to improve service delivery, reduce operational risk, and enhance the overall client experience.
What You'll Need:
• Bachelor's degree preferred; equivalent combination of education and relevant experience will be considered.
• 10+ years of experience in document services, records management, information governance, records retention, information management, mail services, or related operational disciplines.
• Experience within a financial institution, investment bank, legal organization, or other highly regulated environment strongly preferred.
• Strong knowledge of records retention requirements, document storage, retrieval, archiving, and secure document destruction processes.
• Experience managing highly confidential and sensitive information in a regulated environment.
• Demonstrated success supporting compliance programs, audits, regulatory reviews, and risk management initiatives.
• Proven experience managing third-party vendors, service providers, contracts, service-level agreements, and performance metrics.
• Experience partnering with document services providers such as Iron Mountain, Crown Records Management, Ricoh, Pitney Bowes, SPS, or similar organizations preferred.
• Strong understanding of document lifecycle management processes and the technologies that support records management, archiving, mail services, and information governance.
• Ability to develop and implement controls that mitigate risk and ensure compliance with regulatory and client requirements.
• Exceptional communication, presentation, and stakeholder management skills with the ability to influence senior leaders and global partners.
• Strong analytical, problem-solving, and continuous improvement capabilities.
• Proficiency with Microsoft 365 applications and reporting tools.
• Ability to work onsite daily in Manhattan and collaborate effectively with global stakeholders across multiple regions.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why CBRE?
• Competitive Benefits: CBRE offers a comprehensive benefits package including medical, dental, and vision insurance, life insurance, disability coverage, and a 401(k) plan starting the first day of the month following your start date.
• Professional Development: We are committed to investing in our employees' growth and development through training programs, certifications, and mentorship opportunities.
• Career Advancement: CBRE is a global leader in commercial real estate services, providing ample opportunities for career progression and advancement within the company.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills, and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
New York Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Global Document Services Lead position is $165,000 annually and the maximum salary for the Global Document Services Lead position is $175,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
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