Senior Capacity & Strategy Lead – Wealth Management

Charles Schwab; Dallas, Westlake (TX, TX); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Sr. Manager, WSG Capacity & Business Strategy to build and manage capacity planning for Wealth Strategies Group. You will translate data into actionable insights and align leaders with enterprise partners, driving forecasting accuracy and scalable delivery.

The role requires strong analytics, Excel/SQL/Tableau/Power BI skills, and experience leading cross-functional initiatives in a financial services context. On-site collaboration in Dallas, TX is expected.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience in capacity management, workforce planning, FP&A, strategy, or operations.
• Advanced analytical and quantitative skills, including Excel and data visualization (SQL, Tableau, Power BI).
• Experience building forecasting, staffing, workloads, or capacity models.
• Experience synthesizing data into actionable insights and recommendations.
• Experience leading cross-functional workstreams and implementing new processes or reporting.

Responsibilities

• Own capacity management and workforce planning for the Wealth Strategies Group.
• Establish sources of truth and data feeds for demand drivers by work type and region.
• Maintain baseline model inputs: productivity, work mix, lead times, vacancy rates.
• Build capacity models for Tax, Trust & Estate, Financial Planning, and Income & Option specialists.
• Develop real-time capacity reporting comparing demand with supply across teams and regions.
• Translate insights into hiring, staffing, workload balance, and resource allocation recommendations.
• Drive process automation and AI-assisted analytics to improve forecasting accuracy and reduce manual effort.

Skills

Capacity planning

Workforce planning

Analytical skills

Excel

SQL

Tableau/Power BI

Forecasting models

Education

Bachelor's degree

MBA

Tools

Excel

SQL

Tableau

Power BI

Job description

Charles Schwab seeks a Sr. Manager, WSG Capacity & Business Strategy to build and manage capacity planning for Wealth Strategies Group. You will translate data into actionable insights and align leaders with enterprise partners, driving forecasting accuracy and scalable delivery.

The role requires strong analytics, Excel/SQL/Tableau/Power BI skills, and experience leading cross-functional initiatives in a financial services context. On-site collaboration in Dallas, TX is expected.