Workforce Planning Manager

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

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Workforce Planning team supports Advisor Services by providing demand forecasting, staff supply planning and workforce strategy to optimize customer experience and business outcomes. We partner across service, operations, technology and finance teams to ensure the organization is effectively resourced to meet evolving client and business needs.

This is an individual contributor role where you will serve as a workforce planning professional and strategic business partner supporting demand forecasting, staffing, capacity planning and workforce planning activities across Advisor Services. Assignments may vary based on business priorities, requiring flexibility to support long-term demand planning, short-term demand planning, staff supply planning or integrated workforce planning initiatives. You will work closely with business leaders and workforce planning partners to evaluate business trends, operational drivers, workforce needs and staffing implications. Through analytical insights, forecasting expertise, and scenario modeling, you will help leaders make informed workforce decisions that support client, employee and business outcomes. While the role may focus on demand planning, staff supply planning, or a combination of both, the successful candidate will possess a broad understanding of workforce planning disciplines and the ability to adapt to evolving organizational needs.

What you have

Required Qualifications:

• Demonstrated ownership of staffing recommendations, hiring plans, workload forecasts, or capacity plans used for business decision-making.
• Leveraged workforce, operational, financial, and business data to identify trends, risks, and opportunities, supporting staffing, productivity, service level, and cost management decisions through analytical modeling.
• Developed workforce recommendations aligned to business strategies, operational goals, financial targets, or growth initiatives.
• Regularly partnered with director-level leaders and above to present workforce analyses and planning recommendations.
• Identified and implemented improvements to forecasting methodologies, workforce planning processes, reporting, or planning tools.

Preferred Qualifications:

• 5+ years workforce planning experience

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance