Charles Schwab

Workforce Planning Manager

Charles Schwab$95K — $115K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in workforce planning preferred.
  • Experience in staffing recommendations and capacity planning for business decisions.
  • Proficient in analytical modeling to interpret workforce and business data.
  • Ability to align workforce strategies with operational and financial goals.
  • Skilled in presenting analyses and recommendations to senior leadership.

Responsibilities

  • Analyze and forecast staffing needs based on business trends.
  • Collaborate with service and operational teams on demand planning initiatives.
  • Conduct capacity planning to optimize workforce resources.
  • Support business leaders with actionable insights from workforce data.
  • Adapt planning strategies to meet evolving organizational priorities.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description
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.

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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