Senior Manager, Capacity & Business Strategy

Charles Schwab Inc. • Westlake, TX

9d • $135,000 - $175,000 • Onsite

About The Position

The Wealth Offers & Operations Business Planning & Analysis team is responsible for strategic planning, business analysis, and capacity management for Schwab’s wealth management delivery professionals. The role supports business growth and sustainable delivery of a consistent wealth management experience through people, process, and technology.

Schwab is seeking a resourceful, self-driven Senior Manager to build and manage capacity planning capabilities for the Wealth Strategies Group (WSG). The role independently executes complex work, translates data into action, and builds alignment across WSG leaders and enterprise partners. The position is intended to be performed on site in the specified location(s).

Requirements

• Bachelor’s degree.
• At least 5 years of experience in relevant roles such as capacity management, workforce planning, financial planning and analysis, strategy, or business operations.
• Advanced analytical and quantitative skills, including advanced Excel and data analysis or visualization capabilities such as SQL, Tableau, or Power BI.
• Demonstrated experience building forecasting, staffing, workload, or capacity models.
• Experience synthesizing complex data into actionable insights and recommendations.
• Experience independently leading cross-functional workstreams and implementing new processes or reporting capabilities.

Nice To Haves

• MBA or graduate degree in a related field.
• Experience in financial services, wealth management, or advisory businesses.
• Experience with process automation, SharePoint-based workflows, and AI-supported analytics or reporting solutions.
• Self-starter able to make significant progress with minimal direction and structure pathways forward in ambiguity.
• Ability to influence and build consensus across multiple stakeholders without direct authority.
• Strong written and verbal communication skills, including the ability to present concise recommendations to business leadership.
• Superior attention to detail and ability to ensure error-free analysis and output.

Responsibilities

• Own capacity management and workforce planning for the Wealth Strategies Group, aligning specialist capacity with demand across teams and regions.
• Establish reliable sources of truth and recurring data feeds for demand drivers, including referral volumes, across each WSG work type and capacity model.
• Formalize and maintain baseline model inputs, including productivity assumptions, work mix, lead times, vacancy rates, and other relevant capacity drivers.
• Build and maintain WSG capacity models covering Tax, Trust & Estate, Financial Planning, and Income & Option specialists.
• Develop real-time capacity reporting that compares demand with supply across WSG teams and regions.
• Translate capacity insights into hiring, staffing, workload balancing, real estate, and resource allocation recommendations, identifying risks before constraints emerge.
• Drive process improvement, automation, and AI-supported solutions to improve forecasting accuracy, increase visibility, and reduce manual effort.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior