Sr. Specialist, Occupancy Planner
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
The Real Estate Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support informed decision making, including leading key strategic initiatives for our executives, maintaining perspectives on broader industry trends and Schwab’s competitive landscape, and supporting the annual corporate strategic planning cycle. Real Estate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions across a range of high-level strategic projects.
Work cross-functionally and departmentally to support and maintain workplace strategies and occupancy.
As a Sr. Specialist, you will:
- Have experience and be comfortable with reading floorplans to maintain accurate regional database records and demand forecast plans
- Possess professional written and verbal skills to respond to customer inquiries/requests regarding space needs and seat reservations
- Effectively prioritize and manage multiple daily tasks to coordinate move/add/change efforts with partner teams, including creating and analyzing group moves with up to 1,200 people
- Be comfortable working in a dynamic, quickly changing environment while maintaining daily responsibilities
- Submit/track approvals for seat assignments related to information barriers for groups with regulated access requirements
- Perform periodic audits of seat assignments, occupancy, vacancy, labs & equipment; may include field verification
- Maintain wait lists for space as necessary (buildings with high occupancy and seat shortage)
- Provide targeted assistance for special projects, as needed - support includes analysis, input when establishing new procedures, communication support, etc.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- A minimum of 2 years of business experience in real estate portfolio management (strategy, project management, transactional/financial analysis, and corporate occupancy experience)
- Excellent project management skills including experience with space projects and the ability to juggle multiple projects at once
- Must be detail oriented with the ability to analyze and present strategic recommendations for effective space planning and workplace concepts
- Consistent track record of providing outstanding customer service, establishing trust, and communicating effectively
- Exceptional time management skills and a passion for working in a dynamic environment
- Demonstrated success supporting challenging business goals
- Strong computer software application skills (Excel, PowerPoint, AutoCad)
Preferred Qualifications:
- Bachelor's degree preferred or a demonstrated ability to thrive in a corporate environment
- Experience with space management software preferred
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- A minimum of 2 years of business experience in real estate portfolio management (strategy, project management, transactional/financial analysis, and corporate occupancy experience)
- Excellent project management skills including experience with space projects and the ability to juggle multiple projects at once
- Must be detail oriented with the ability to analyze and present strategic recommendations for effective space planning and workplace concepts
- Consistent track record of providing outstanding customer service, establishing trust, and communicating effectively
- Exceptional time management skills and a passion for working in a dynamic environment
- Demonstrated success supporting challenging business goals
- Strong computer software application skills (Excel, PowerPoint, AutoCad)
Preferred Qualifications:
- Bachelor's degree preferred or a demonstrated ability to thrive in a corporate environment
- Experience with space management software preferred
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.