Schwab Advisor Services, a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs). In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their businesses. Advisor Services works with more than 13,000 independent investment advisory firms with more than $3 trillion under management. The mission of the Staffing, Demand and Employee Performance Analytics (SDEPA) organization is to deliver a modern, well-adopted core custodial platform with a world-class client service experience that fuels firm growth and retention while creating business efficiency and scale. The organization consists of several teams designed to ensure that service experience is seamless and continues to evolve to meet the needs of our clients. The Staffing, Demand and Employee Performance Analytics team sits within the Advisor Experience and Platform Solutions organization. The Staffing, Demand and Employee Performance Analytics team supports Advisor Services by providing Performance Analytics and Demand/Staff Planning to optimize customer experience and business expenses. The Workforce Demand Planning team supports long-term capacity planning, short-term resource planning and staffing analytics for the service organizations within Advisor Services. We are responsible for forecasting, capacity, and budget planning, as well as staff planning and workforce strategy. We deliver reporting to multiple departments over all relevant time frames and utilize data and analytics to drive strategic and tactical decisions. We collaborate across client service, operations, technology, digital and product teams to put our service professional in the best position to deliver upon a superior client experience, while also balancing the requirements of the employee experience.