{"id":1546249,"url":"https://alion.io/job/lpl-svp-workforce-management-capacity-forecasting","title":"SVP, Workforce Management & Capacity Forecasting","company":{"id":678842,"name":"LPL Financial","domain":"lpl.com","url":"https://alion.io/company/lpl","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":75,"ghost_share":0,"stale_share":0.96,"repost_share":0,"time_to_fill_p50_days":12,"computed_at":"2026-10-15T05:46:00Z"}},"role":"HR","role_family":"HR","seniority":"head","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","New York, United States","Tempe, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":189108,"max":315180,"currency":"USD","period":"year","gross":null,"usd_annual":315180},"salary_estimate":null,"experience_years_min":15,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Machine Learning","optional":false}],"status":"live","first_seen_at":"2026-09-18T00:00:00Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-10-15T02:20:40Z","board_verified":true,"closed_at":null,"days_open":27,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":27},"description":"Lead with Purpose, Unlock Your Team’s Passion\nAt LPL, people leaders hold the key to the employee experience - shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win - clients, LPL, and most importantly our, employees.\nIf you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.\nThe SVP, Workforce Management & Capacity Forecasting is a critical enterprise leader responsible for ensuring LPL’s Service and Operations teams have the right workforce capacity to deliver exceptional client experiences across all inbound service channels and operations processing functions. This senior leader will lead strategy, forecasting, planning, workforce management, and capacity optimization functions supporting a large-scale organization that spans contact center operations, digital engagement channels, operational processing teams, and future AI-enabled service models.\nThis role will partner closely with Service, Operations, Finance, and other business leaders to anticipate demand, align capacity with growth objectives, and enable scalable service delivery in a rapidly evolving environment.\nResponsibilities:\nDevelop and execute the workforce capacity and planning strategy across all inbound service channels and operational processing functions. \nLead enterprise forecasting, capacity planning, and workforce optimization to ensure the right resources, skills, and capabilities are available to support client and business demand. \nBuild and continuously evolve a best-in-class workforce management capability that balances client experience, employee experience, productivity, and cost efficiency. \nLeverage AI, automation, predictive analytics, and workforce intelligence solutions to improve forecasting accuracy, productivity, and operational effectiveness. \nPartner with Service, Operations, Product, Technology, Finance, and Business leaders to align workforce plans with growth objectives, strategic initiatives, and business priorities. \nEstablish governance, performance metrics, and operating routines that drive accountability, operational excellence, and continuous improvement. \nEvaluate and optimize the impact of digital service channels, self-service capabilities, AI-assisted support, and automation on workforce demand and capacity requirements. \nInfluence organizational readiness for major business events, product launches, regulatory changes, and seasonal demand fluctuations to ensure service and operational resilience. \nBuild, lead, and develop a high-performing team of workforce planning, workforce management, and analytics professionals. \nServe as a strategic advisor to executive leadership on workforce trends, capacity risks, productivity opportunities, and the future of service and operations delivery \nWhat are we looking for?\nWe’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.\nRequirements:\nBachelor's degree in Business, Analytics, Data Science, Economics, Engineering, Mathematics, Operations Management, or another quantitative discipline.\n15+ years of experience leading workforce management, capacity planning, operations planning, service operations, or related functions.\nDemonstrated success managing multi-channel customer service environments and operational processing functions.\nExpertise in workforce forecasting and management, capacity planning, operational analytics, service operations, and process optimization \nExpertise with modern workforce management and operational planning technologies.\nPreferences:\nExperience within financial services, brokerage, banking, wealth management, or highly regulated industries.\nExperience implementing AI, machine learning, or advanced analytics solutions within service or operations environments.\nExperience leveraging Generative AI, agent-assist technologies, and automation platforms to drive productivity improvements.\nKnowledge of operations research, forecasting methodologies, and optimization techniques.\nExperience leading large-scale workforce transformation initiatives.\nPay Range:\n$189,108.00 - $315,180.00Actual 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 has to offer!Company Overview:\nLPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.\nAt 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.\nFor further information about LPL, please visit www.lpl.com.\nJoin 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.\nInformation on Interviews:\nLPL 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.\nEAC 5.19.26","description_format":"text","description_chars":6964,"description_truncated":false,"requirements":{"experience_years_min":15,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Stock options"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Credit Unions & Cooperative Banks","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-09-30T22:14:25Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 121 · green card filings: 3","filings_12m":121,"filings_prev_12m":103,"green_card_filings_12m":3,"median_offered_wage_usd":152379,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":17,"band":"cold","label":"Long shot","p_open":1,"p_active":0.473,"p_room":0.35,"age_days":27,"expected_fill_days":12,"reasons":["conf:3","stale_co","velocity","win:tail","comp:brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":{"stated_usd_annual":315180,"is_top_pay":true},"html_url":"https://alion.io/job/lpl-svp-workforce-management-capacity-forecasting","json_url":"https://alion.io/job/lpl-svp-workforce-management-capacity-forecasting.json","meta":{"generated_at":"2026-10-15T16:28:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":25130,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":678842},"rest":"https://alion.io/mcp/rest/get_company?id=678842"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flpl-svp-workforce-management-capacity-forecasting"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flpl-svp-workforce-management-capacity-forecasting"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flpl-svp-workforce-management-capacity-forecasting"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/lpl-svp-workforce-management-capacity-forecasting\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flpl-svp-workforce-management-capacity-forecasting"}]}