Strategic Lead, Advisor Workforce & Incentives

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Paid time off

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab, located in Lone Tree, CO, seeks a Sr. Manager of Advisor Workforce Strategy to own key elements across Schwab Wealth Advisory (SWA).

You will drive organizational design, incentives, analytics, and advisor retention, coordinating with cross-functional teams to implement programs that support growth and stable client service. The role requires a highly self-driven professional with ability to translate data into action, lead cross-functional workstreams, and deliver scalable

Qualifications

• Bachelor’s degree required.
• 5+ years in workforce strategy or related roles.
• Advanced Excel skills required.
• Experience designing or administering incentive compensation programs.

Responsibilities

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

Skills

Advanced Excel

Data analysis

Stakeholder management

Cross-functional leadership

Education

Bachelor’s degree

MBA (preferred)

Tools

SQL

Tableau/Power BI

Job description

Charles Schwab, located in Lone Tree, CO, seeks a Sr. Manager of Advisor Workforce Strategy to own key elements across Schwab Wealth Advisory (SWA).

You will drive organizational design, incentives, analytics, and advisor retention, coordinating with cross-functional teams to implement programs that support growth and stable client service. The role requires a highly self-driven professional with ability to translate data into action, lead cross-functional workstreams, and deliver scalable