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 locations.

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., is a leading provider of custody, trading, technology, and operational support to independent advisory firms. We partner with thousands of RIAs and support trillions of dollars in client assets, delivering solutions that help advisors grow and scale their businesses.

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.

In this role, you will serve as a senior individual contributor and strategic partner, helping drive integrated workforce planning across demand forecasting and staff supply. This role partners closely with leadership to support end-to-end workforce planning by aligning staffing strategies with business demand and organizational priorities. Responsibilities include leading staff supply planning and headcount alignment, validating demand inputs, coordinating across planning teams, and providing analytical insights through reporting, dashboards, and scenario modeling. The position also supports workforce planning for client migrations, drives consistency and continuous improvement across planning processes, shares best practices, and serves as a subject matter expert and trusted resource to ensure alignment across demand, supply, and execution activities.

What you have

Required Qualifications:

• Experience translating demand into staffing outcomes
• Strong analytical and problem-solving skills
• Ability to influence cross-functional stakeholders
• Advanced Excel and workforce planning tools
• Strong communication skills

Preferred Qualifications:

• 8+ years workforce planning experience

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



Requisition #: 2026-123419

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Requirements

2026-123419