Sr Manager, Capacity & Business Strategy

Charles Schwab Corporation; Saskatchewan; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a dynamic Sr. Manager, Capacity and Business Strategy expert. This role focuses on optimizing advisory business operations through strategic insights, capacity planning, and data-driven analysis to ensure long-term success.

Benefits

Bonus or incentive opportunities

Qualifications

• 5+ years of experience in Strategic Planning, Capacity Management, Finance, or Business Operations.
• Experience managing resource and capacity planning models in a rapidly growing environment.

Responsibilities

• Interpret and evaluate complex information.
• Perform quantitative and qualitative analysis on core strategic issues.
• Generate creative, action-oriented insights and recommendations.

Skills

Analytical Skills

Quantitative Skills

Communication

Teamwork

Education

Bachelor’s degree in Business Administration

MBA or masters in related field

Tools

Excel

SQL

Tableau

Power BI

Job description

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.

Schwab Wealth Advisor (SWA), the firm's premier wealth management offering, is seeking a dynamic Sr. Manager, Capacity and Business Strategy expert to help scale and optimize our high-growth advisory business. This role will focus on capacity planning, real estate support, and data driven business insightsto ensure our advisory teams are positioned for long-term success and operational excellence.

Key Responsibilities for this role include:

• Interpret and evaluate complex information
• Perform quantitative and qualitative analysis on core strategic issues and ongoing resource planning
• Plan and execute work streams independently for discrete projects
• Generate creative, action-oriented insights and recommendations
• Ensure quality control of data/research and preparing presentation materials for senior management
• Develop strategic insights that will drive sustained growth in our business

What you have

Required Qualifications:

• Bachelor’s degree in Business Administration or related field
• 5+ years of experience in Strategic Planning, Capacity Management, Finance, or Business Operations
• Strong analytical and quantitative skills, with advanced excel and data analysis/visualization capabilities (e.g. SQL, Tableau, Power BI, etc)
• Experience synthesizing complex data into actionable insights
• Strong communication, executive presentation, narrative building, and PowerPoint experience
• Strong and demonstrated teaming skills, especially in cross-functional teams
• Experience managing resource and capacity planning models in a rapidly growing environment

Preferred Qualifications:

• Superior attention to detail and ability to ensure error free analysis and output
• Self-starter, proactive mindset with a commitment to continuous improvement
• MBA or masters in related field
• Experience in financial services or advisory business
• Experience developing real estate or location strategies in a corporate setting

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