SVP, Workforce Management & Capacity Forecasting
Lead with Purpose, Unlock Your Team’s Passion. At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Responsibilities
- Develop and execute the workforce capacity and planning strategy across all inbound service channels and operational processing functions.
- Lead enterprise forecasting, capacity planning, and workforce optimization to ensure the right resources, skills, and capabilities are available to support client and business demand.
- Build and continuously evolve a best‑in‑class workforce management capability that balances client experience, employee experience, productivity, and cost efficiency.
- Leverage AI, automation, predictive analytics, and workforce intelligence solutions to improve forecasting accuracy, productivity, and operational effectiveness.
- Partner with Service, Operations, Product, Technology, Finance, and Business leaders to align workforce plans with growth objectives, strategic initiatives, and business priorities.
- Establish governance, performance metrics, and operating routines that drive accountability, operational excellence, and continuous improvement.
- Evaluate and optimize the impact of digital service channels, self‑service capabilities, AI‑assisted support, and automation on workforce demand and capacity requirements.
- Influence organizational readiness for major business events, product launches, regulatory changes, and seasonal demand fluctuations to ensure service and operational resilience.
- Build, lead, and develop a high‑performing team of workforce planning, workforce management, and analytics professionals.
- Serve as a strategic advisor to executive leadership on workforce trends, capacity risks, productivity opportunities, and the future of service and operations delivery.
Requirements
- Bachelor’s degree in Business, Analytics, Data Science, Economics, Engineering, Mathematics, Operations Management, or another quantitative discipline.
- 15+ years of experience leading workforce management, capacity planning, operations planning, service operations, or related functions.
- Demonstrated success managing multi‑channel customer service environments and operational processing functions.
- Expertise in workforce forecasting and management, capacity planning, operational analytics, service operations, and process optimization.
- Expertise with modern workforce management and operational planning technologies.
Preferences
- Experience within financial services, brokerage, banking, wealth management, or highly regulated industries.
- Experience implementing AI, machine learning, or advanced analytics solutions within service or operations environments.
- Experience leveraging Generative AI, agent‑assist technologies, and automation platforms to drive productivity improvements.
- Knowledge of operations research, forecasting methodologies, and optimization techniques.
- Experience leading large‑scale workforce transformation initiatives.
Pay
Pay Range: $189,108.00 – $315,180.00. Actual base salary varies based on factors such as relevant skill, prior experience, education, internal peer salaries, demonstrated performance, and geographic location.
Benefits
- 401(k) matching
- Comprehensive health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Additional competitive total rewards designed to support success at work, at home, and at play
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest‑growing wealth‑management firms in the United States. The firm supports over 32,000 financial advisors and the wealth‑management practices of approximately 1,100 financial institutions, servicing and custodying roughly $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans. LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice‑management services, giving advisors and institutions the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For more information, visit www.lpl.com.