Charles Schwab Workforce Planning Manager in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Lynette M Mannone


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Workforce Planning Team is part of our Interaction Strategy & Support Organization (IS&S). Members of this team are responsible for developing strategies and agreed upon actions to assist with both long and short term staff management that leverage our bias towards action when both excess capacity and/or shortfalls are present. This team manages all the multiple facets of the employee lifecycle from system set up and onboarding maintenance, skill development training plans, call delivery, and reporting and analysis to drive business results. They manage and optimize off phone activities through real-time and near term actions, with a relentless drive to balance goal attainment in our client service levels with the growth and development needs of our client facing representatives. Workforce Planning plays the role of decision support, bridging the gap between call center dynamics and numeric forecasts to practical realities of running the business; recognizing gaps and opportunities, framing the situation in clear language and providing viable options with related implications in a timely and compelling manner. Once a decision is made, Workforce Planning is charged with leveraging partnerships across multiple areas to implement according to plan and escalate or course correct any deviations from plan. This team will regularly interact as the primary point of contact for IS&S as it relates to staffing decisions for business leaders at various levels of management with and outside of the IS&S organization.

What you’ll do:

The Workforce Planning Team consists of long range strategic planning, medium term staffing needs, and real time day of staffing. Our team monitors both our telephony network and phone team staff levels real-time. Understanding staffing plans, scheduling and call routing concepts and how they impact staffing realities, in addition to being able to clearly communicate deviations from our plans is a key component for this role. The Workforce Planning Manager is responsible for leading in a virtual environment across our locations and will have analysts performing various functions across the Workforce Planning team lifecycle.

Responsibilities include:

  • Leading the team in partnership with leadership to maintain the ongoing day to day and near term deviations from staffing plans for over 2500 Schwab customer facing representatives.

  • A strategic understanding of Workforce Management concepts, call routing and workforce management tools, interdependencies and the ability to communicate and develop this understanding successful with multiple learning styles is a must.

  • The day to day work includes coaching and developing the team and business partners through establishing, maintaining and influencing relationships with our internal clients as well as being an organizational leader for the broader IS&S Team.

  • This person will need to be flexible and able to prioritize work effectively to meet specific deadlines and manage interruptions without risking the overall success and development of the team.

What you have:

  • 3+ years of leadership experience.

  • Committed to creating a culture that nurtures loyalty, identifies innovative solutions and drives improvement.

  • Collaborative team player with proven ability to establish and maintain effective relationships.

  • Results and quality oriented with the ability to gather information interpret and evaluate it.

  • Demonstrated ability to work effectively on a fast paced and dynamic team with ability to quickly organize and manage multiple priorities and personality styles.

  • Excellent interpersonal skills, including expert presentation and communication skills – both written and oral.

  • Strong process management, analytic and problem solving skills.

  • Attention to detail is extremely important in this position.

  • Advanced proficiency with Microsoft Office products – Word, Excel and PowerPoint.

  • Bachelor’s degree or equivalent business experience preferred.

  • 2+ years of experience in the securities or financial industry preferred.

  • Demonstrated ability to influence, build consensus and engage others to reach desired future state of the business to accelerate a team and business partners through change.

  • Knowledge of Genesys (CME) and Workforce Management software is preferred.

  • Working knowledge of Schwab departments, products and services is a plus.

  • Flexible schedule: The team supports a 24 hour a day, 7 days a week call center; therefore, we require someone who can be flexible with their hours and can share on-call support responsibilities.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Analyst/Strategy-2-5 yrs, Staffing-2-5 yrs, Staffing-6+ yrs, Analyst/Strategy-6+ yrs

Position Located In: AZ - Phoenix, TX - Dallas, CO - Lone Tree, CO - Denver, TX - Westlake, IN - Indianapolis

Education: BA/BS

Job Type: Full Time

Category:Customer Service/Client Service

Activation Date: Thursday, September 14, 2017

Expiration Date: Sunday, October 1, 2017

Apply Here