Sr Manager, Capacity & Business Strategy

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.

Schwab Wealth Advisor (SWA), the firm's premier wealth management offering, is seeking a dynamic Sr. Manager, Capacity and Business Strategy expert to help scale and optimize our high-growth advisory business. This role will focus on capacity planning, real estate support, and data driven business insights to ensure our advisory teams are positioned for long-term success and operational excellence.

Key Responsibilities for this role include:

Interpret and evaluate complex information

Perform quantitative and qualitative analysis on core strategic issues and ongoing resource planning

Plan and execute work streams independently for discrete projects

Generate creative, action-oriented insights and recommendations

Ensure quality control of data/research and preparing presentation materials for senior management

Develop strategic insights that will drive sustained growth in our business

What you have

Required Qualifications:

Bachelor’s degree in Business Administration or related field

5+ years of experience in Strategic Planning, Capacity Management, Finance, or Business Operations

Strong analytical and quantitative skills, with advanced excel and data analysis/visualization capabilities (e.g. SQL, Tableau, Power BI, etc)

Experience synthesizing complex data into actionable insights

Strong communication, executive presentation, narrative building, and PowerPoint experience

Strong and demonstrated teaming skills, especially in cross-functional teams

Experience managing resource and capacity planning models in a rapidly growing environment

Preferred Qualifications:

Superior attention to detail and ability to ensure error free analysis and output

Self-starter, proactive mindset with a commitment to continuous improvement

MBA or masters in related field

Experience in financial services or advisory business

Experience developing real estate or location strategies in a corporate setting

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

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