Manager, Geographic and Staffing Optimization

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.

Advisor Services is the leading provider of custodial, trading, technology and practice management offerings for registered independent advisory firms. We provide access to sophisticated wealth-management services that help more than 16,000 registered independent investment advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

What you’ll do:

AS Geographic and Staffing Optimization supports Advisor Services.  We engage closely with AS leadership and key business partners to develop and optimize the AS real estate and seating footprint across the entire Advisor Services business. 

The Manager, Geographic and Staffing Optimization position will:

• Responsible for managing seating and workspace allocations across assigned locations, ensuring efficient utilization and alignment with evolving business and operational needs.
• Assess seating requests against available capacity and establish guidelines to effectively manage allocations.
• Review open and filled requisitions and partner with hiring managers to determine seating locations for candidates across AS, maintaining Excel seating floor plans to ensure accurate staff capture.
• Review employees who have transitioned into new roles, moved out of AS, or left Schwab to aid in seating planning and in-progress initiatives.
• Partner with AS leaders, Corporate Real Estate, HR, Talent Acquisition, and hiring managers to coordinate seating needs by location, surface competing business priorities, and recommend solutions.
• Manage seating initiatives for new team setups, employee relocations, restacks, and building moves, developing detailed work plans, timelines, and requirements to ensure new hires and existing employees are appropriately seated and aligned with their teams.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• Client-first mindset with a proactive, can-do approach to delivering business results.
• Strong project management skills and a passion for enabling and driving change.
• Self-motivated, results-oriented individual with the ability to adapt responsibilities and priorities to meet evolving business needs.
• Comfortable operating in ambiguous environments and managing competing priorities.
• Experience navigating organizational change and supporting successful change management initiatives.
• Strong collaboration and partnership skills, with the ability to facilitate discussions, influence outcomes, and build consensus across all levels of the organization.
• Excellent time management and prioritization skills, with the ability to manage multiple assignments simultaneously.
• Passion for being hands-on and helping teams successfully adopt and sustain positive change initiatives.
• Strong consultative, interpersonal, presentation, and communication skills, including the ability to develop recommendations, influence stakeholders, and present updates to leadership.
• Strong business analysis skills with the ability to identify trends, opportunities, and challenges.
• Ability to identify process gaps and improvement opportunities and work across a matrixed organization to drive change and secure cross-functional support.
• Strong technical proficiency with Microsoft Office Suite, including PowerPoint, Word, Excel, Outlook, and Copilot.
• Strong analytical and problem-solving skills, with the ability to assess business impacts and operate effectively at both strategic and tactical levels.
• Demonstrated desire to broaden strategic thinking and develop enterprise-level business acumen.
• Bachelor's degree or equivalent required; advanced degree and/or relevant certifications are a plus.
• Minimum of 3-5 years of experience successfully leading transformational initiatives and projects.

What you demonstrate:

• Building Collaborative Relationships: Provides assistance, information, and support to others, to build a basis for future reciprocity.
• Results Orientation: Has a strong sense of urgency about solving problems and getting work done.
• Persuasive Communication: Selects language and examples tailored to the level and experience of the audience.
• Influencing others: Accurately anticipates the implications of events or decisions for various stakeholders in the organization and plans strategy accordingly.
• Personal Accountability: Willingly accepts ownership for the leadership and effectiveness of the organization; looks for ways to make a difference.
• Conceptual Thinking: Quickly identifies the central or underlying issues in a complex situation.

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