Charles Schwab

Sr. Analyst, Staff Planning and Analytics

Charles Schwab$90K — $120K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Experience translating demand into staffing outcomes
  • Strong analytical and problem-solving skills
  • Ability to influence cross-functional stakeholders
  • Advanced Excel and workforce planning tools expertise
  • Strong communication skills

Responsibilities

  • Lead staff supply planning and headcount alignment
  • Validate demand inputs for accurate forecasting
  • Coordinate across planning teams to ensure alignment
  • Provide analytical insights through reporting and dashboards
  • Support workforce planning for client migrations
  • Drive consistency and improvement in planning processes
  • Serve as subject matter expert for alignment of demand and supply

Benefits

  • Bonus or incentive opportunities.
Full Job Description
Your Opportunity

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 iseffectively resourced to meet evolving client and business needs.In this role, you will serve as a senior individual contributor and strategic partner, helping drive integrated workforce planning across demand forecasting and staff supply. This role partners closely with leadership to support end-to-end workforce planning by aligning staffing strategies with business demand and organizational priorities. Responsibilities include leading staff supply planning and headcount alignment, validating demand inputs, coordinating across planning teams, and providing analytical insights through reporting, dashboards, and scenario modeling. The position also supports workforce planning for client migrations, drives consistency and continuous improvement across planning processes, shares best practices, and serves as a subject matter expert and trusted resource to ensure alignment across demand, supply, and execution activities.

What you have

Required Qualifications:

  • Experience translating demand into staffing outcomes
  • Strong analytical and problem-solving skills
  • Ability to influence cross-functional stakeholders
  • Advanced Excel and workforce planning tools
  • Strong communication skills

Preferred Qualifications:

  • 8+ years workforce planning experience

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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