Strategic Workforce Planner: Forecasting & Staffing

Charles Schwab; Westlake (TX); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX, is hiring for an on-site Workforce Planning professional within Advisor Services. You will lead demand forecasting, staffing, and capacity planning, partnering with senior leaders to translate business needs into actionable workforce strategies.

This role requires 5+ years in workforce planning, strong analytical modeling, and experience presenting analyses to directors. You’ll drive scenario planning, improve forecasting methods, and help shape decisions that

Qualifications

• 5+ years of workforce planning experience.
• Experience using data to identify trends, risks, and opportunities for staffing decisions.
• Ability to present analyses to director-level leaders and above.
• Experience improving forecasting methodologies and planning tools.
• Strong collaboration with cross-functional teams across service, operations, technology, and finance.

Responsibilities

• Lead demand forecasting, staffing, and capacity planning for Advisor Services.
• Develop workforce recommendations aligned to business goals and financial targets.
• Partner with senior leaders to present analyses and workforce planning recommendations.
• Drive scenario modeling and continuous improvement of forecasting processes.

Skills

Workforce planning

Demand forecasting

Staffing

Capacity planning

Analytical modeling

Executive partnership

Job description

Charles Schwab in Westlake, TX, is hiring for an on-site Workforce Planning professional within Advisor Services. You will lead demand forecasting, staffing, and capacity planning, partnering with senior leaders to translate business needs into actionable workforce strategies.

This role requires 5+ years in workforce planning, strong analytical modeling, and experience presenting analyses to directors. You’ll drive scenario planning, improve forecasting methods, and help shape decisions that