Advisor Workforce Strategy Lead - On-Site Incentives

Charles Schwab Corporation; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

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

You will translate data into action and align cross‑functional teams to evolving client needs. The role emphasizes retirement transition programs, workforce metrics, and reporting capabilities to support growth and client outcomes.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience in relevant roles such as workforce strategy, compensation analytics, or business strategy.
• Advanced analytical and quantitative skills, including advanced Excel knowledge.
• Demonstrated experience designing or administering incentive compensation, balanced scorecards, workforce programs, or organizational initiatives.
• Experience synthesizing complex data into actionable insights and recommendations.
• Experience independently leading cross-functional workstreams and implementing new programs, processes, or reporting capabilities.

Responsibilities

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

Skills

Advanced analytics

Cross-functional work

Data storytelling

Excel expert

Education

Bachelor's degree

MBA (preferred)

Tools

SQL

Tableau

Power BI

Job description

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

You will translate data into action and align cross‑functional teams to evolving client needs. The role emphasizes retirement transition programs, workforce metrics, and reporting capabilities to support growth and client outcomes.