Advisor Workforce Strategy Lead

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+ 

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Sr. Manager of Advisor Workforce Strategy in Westlake, TX to own advisor incentive programs, organizational design, and analytics across Schwab Wealth Advisory.

You will translate data into actionable recommendations and lead cross-functional initiatives to align teams with client needs. The role requires a strong background in workforce strategy, compensation analytics, and reporting, with the ability to influence without direct authority.

Qualifications

• Bachelor’s degree required.
• 5+ years experience in workforce strategy, compensation analytics, or business strategy.
• Advanced analytical and quantitative skills including advanced Excel knowledge.
• Experience designing or administering incentive compensation, balance scorecards, or workforce programs.
• Experience synthesizing complex data into actionable insights.
• Experience leading cross-functional workstreams and implementing new programs.

Responsibilities

• Lead the design, implementation, and ongoing administration of advisor incentive programs.
• Support organizational design initiatives aligning advisor teams, roles, and service models with evolving business needs.
• Develop and manage reporting to support advisor programs and client outcomes.
• Lead ongoing management of advisor retirement transition programs for continuity and client retention.
• Monitor workforce metrics and translate findings into actionable recommendations.

Skills

Analytical skills

Excel

Data synthesis

Cross-functional

Communication

Education

Bachelor’s degree

MBA

Tools

SQL

Tableau

Power BI

Job description

Charles Schwab is seeking a Sr. Manager of Advisor Workforce Strategy in Westlake, TX to own advisor incentive programs, organizational design, and analytics across Schwab Wealth Advisory.

You will translate data into actionable recommendations and lead cross-functional initiatives to align teams with client needs. The role requires a strong background in workforce strategy, compensation analytics, and reporting, with the ability to influence without direct authority.