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:

$115,575-$192,625/year

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL