AVP, Data Analytics - Forecasting and Capacity Planning

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

In this highly visible and impactful role, you will drive the design, development, and execution of workforce forecasting and capacity planning strategies across a dynamic, multi-skill, multi-channel environment. Your work will directly support operational excellence, customer experience, and financial performance across the organization. As the AVP, you will be responsible for producing accurate and actionable long-term and short-term forecasts, as well as building scalable staffing models that inform hiring plans, scheduling strategies, and service-level goals to ensure optimal support to our advisor population.

Responsibilities:

• Lead the development and continuous improvement of long-term and short-term forecasting models that inform workforce strategy, hiring plans, and budget planning.

• Design and maintain capacity models that inform workforce strategy, hiring plans, and budget planning.

• Collaborate with operational leaders to align forecasts and capacity plans with evolving business goals, seasonal trends, and change initiatives.

• Translate complex data into clear and actionable insights, enabling strategic decision-making and executive reporting.

• Partner closely with HR and Finance to workforce planning and staffing investments.

• Ensure forecasting and planning processes are transparent, repeatable, and data-driven

• Reinforce feedback loops with other areas of Workforce Management to ensure alignment of practices, refinement of forecasts, and capture critical performance insights.

• Serve as a thought leader on workforce strategy, bringing innovation and best practices to the function.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 10+ years of experience in workforce management with an emphasis on forecasting, capacity planning, or related analytics roles in a service or contact center environment.

• Proven success leading teams and/or large-scale forecasting and planning initiatives.

• Expertise in building and managing advanced forecast and capacity models using tools such as Excel, Python, R, or Workforce Management Platforms (NICE IEX, Aspect WFM, etc.)

• Strong business acumen with the ability to influence cross-functional stakeholders and drive strategic alignment.

• Bachelor’s degree in business, Mathematics, Finance, or related field, or a combination of education and experience preferred.

Core Competencies:

• Strategic Thinking: Able to develop and execute long-range plans that align with business objectives and future growth.

• Analytical Expertise: Deep proficiency in statistical modeling, forecasting methodologies, and data analysis.

• Operational Acumen: Strong understanding of contact center dynamics, KPI’s, service-level goals, and their relationship to staffing and capacity.

• Communication: Skilled at distilling complex data into clear, compelling insights tailored to a variety of audiences.

Preferences:

• Experience working with the NICE suite of contact center programs (IEX, CXOne, Nexidia, ESP).

• Omni-channel, back office, and digital channel forecasting and modeling.

• Familiarity with CRM data from platforms such as Salesforce and MS Dynamics.

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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