Charles Schwab · 4 hours ago
Sr. Specialist, Occupancy Planner
Lone Tree, CO, US
Full-time
Onsite
Entry, Mid Level
$63K/yr - $90K/yr
2+ years expCharles Schwab is a financial services company that empowers individuals to take control of their financial futures. The Sr. Specialist, Occupancy Planner will work cross-functionally to maintain workplace strategies and occupancy, ensuring effective space planning and coordination of move efforts within the organization.
Financial Services
No H1B
Responsibilities
Have experience and be comfortable with reading floorplans to maintain accurate regional database records and demand forecast plans
Possess professional written and verbal skills to respond to customer inquiries/requests regarding space needs and seat reservations
Effectively prioritize and manage multiple daily tasks to coordinate move/add/change efforts with partner teams, including creating and analyzing group moves with up to 1,200 people
Be comfortable working in a dynamic, quickly changing environment while maintaining daily responsibilities
Submit/track approvals for seat assignments related to information barriers for groups with regulated access requirements
Perform periodic audits of seat assignments, occupancy, vacancy, labs & equipment; may include field verification
Maintain wait lists for space as necessary (buildings with high occupancy and seat shortage)
Provide targeted assistance for special projects, as needed - support includes analysis, input when establishing new procedures, communication support, etc
Qualification
Required
A minimum of 2 years of business experience in real estate portfolio management (strategy, project management, transactional/financial analysis, and corporate occupancy experience)
Excellent project management skills including experience with space projects and the ability to juggle multiple projects at once
Must be detail oriented with the ability to analyze and present strategic recommendations for effective space planning and workplace concepts
Consistent track record of providing outstanding customer service, establishing trust, and communicating effectively
Exceptional time management skills and a passion for working in a dynamic environment
Demonstrated success supporting challenging business goals
Strong computer software application skills (Excel, PowerPoint, AutoCad)
Preferred
Bachelor's degree preferred or a demonstrated ability to thrive in a corporate environment
Experience with space management software preferred
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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