Workforce Planning Manager
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 in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The Workforce Planning team supports Advisor Services by providing demand forecasting, staff supply planning and workforce strategy to optimize customer experience and business outcomes. We partner across service, operations, technology and finance teams to ensure the organization is effectively resourced to meet evolving client and business needs.
This is an individual contributor role where you will serve as a workforce planning professional and strategic business partner supporting demand forecasting, staffing, capacity planning and workforce planning activities across Advisor Services. Assignments may vary based on business priorities, requiring flexibility to support long-term demand planning, short-term demand planning, staff supply planning or integrated workforce planning initiatives. You will work closely with business leaders and workforce planning partners to evaluate business trends, operational drivers, workforce needs and staffing implications. Through analytical insights, forecasting expertise, and scenario modeling, you will help leaders make informed workforce decisions that support client, employee and business outcomes. While the role may focus on demand planning, staff supply planning, or a combination of both, the successful candidate will possess a broad understanding of workforce planning disciplines and the ability to adapt to evolving organizational needs.
What you have
Required Qualifications:
- Demonstrated ownership of staffing recommendations, hiring plans, workload forecasts, or capacity plans used for business decision-making.
- Leveraged workforce, operational, financial, and business data to identify trends, risks, and opportunities, supporting staffing, productivity, service level, and cost management decisions through analytical modeling.
- Developed workforce recommendations aligned to business strategies, operational goals, financial targets, or growth initiatives.
- Regularly partnered with director-level leaders and above to present workforce analyses and planning recommendations.
- Identified and implemented improvements to forecasting methodologies, workforce planning processes, reporting, or planning tools.
Preferred Qualifications:
- 5+ years workforce planning experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Required Qualifications:
- Demonstrated ownership of staffing recommendations, hiring plans, workload forecasts, or capacity plans used for business decision-making.
- Leveraged workforce, operational, financial, and business data to identify trends, risks, and opportunities, supporting staffing, productivity, service level, and cost management decisions through analytical modeling.
- Developed workforce recommendations aligned to business strategies, operational goals, financial targets, or growth initiatives.
- Regularly partnered with director-level leaders and above to present workforce analyses and planning recommendations.
- Identified and implemented improvements to forecasting methodologies, workforce planning processes, reporting, or planning tools.
Preferred Qualifications:
- 5+ years workforce planning experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.