AVP, Data Analytics - Forecasting and Capacity Planning

LPL Financial Holdings, Inc.$119K — $198K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of workforce management experience in contact centers
  • Strong expertise in forecasting, staffing, and capacity planning
  • Experience with multi-skill, multi-channel contact center operations
  • Proven success in leading teams and workforce planning initiatives
  • Familiarity with workforce management platforms like NICE IEX or analytical tools like Excel and Power BI
  • Strong stakeholder influence and business acumen
  • Bachelor's degree or equivalent experience

Responsibilities

  • Create and maintain enterprise contact center demand forecasts
  • Support the development of long-term and short-term forecasts
  • Design capacity models for workforce strategy and budget planning
  • Translate complex data into actionable insights for executive reporting
  • Partner with Operations, HR, and Finance to align workforce plans
  • Ensure forecasting processes are transparent and data-driven
  • Maintain feedback loops with scheduling, real-time, and reporting teams
  • Serve as a thought leader on workforce strategy and best practices
  • Anticipate workforce needs and recommend proactive solutions
  • Support change management by assisting leaders during organizational changes
  • Influence stakeholders to build alignment and achieve business outcomes

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
  • Competitive total rewards package tailored to support work-life balance
Full Job Description
Job Overview:

In this highly visible and impactful role, you will lead workforce forecasting and capacity planning for a dynamic multi-skill, multi-channel contact center environment. You will own the demand forecast, staffing models, and capacity plans that support operational performance, advisor experience, and financial outcomes.

This role is ideal for a workforce management leader who understands contact center operations and enjoys translating business strategy into staffing plans, service level outcomes, and workforce investments. Success requires balancing analytical rigor with practical operational decision-making.

Responsibilities:
  • Responsible and accountable for the creation and maintenance of enterprise contact center demand forecasts and staffing models.
  • Support the development and continuous improvement of long-term and short-term forecasts
  • Design and maintain capacity models that inform workforce strategy, hiring plans, and budget planning.
  • Translate complex data into clear and actionable insights and executive reporting.
  • Partner with Operations, HR, and Finance to align workforce plans with business objectives.
  • Ensure forecasting and planning processes are transparent, repeatable, and data-driven.
  • Maintain strong feedback loops with scheduling, real-time, and reporting teams.
  • Serve as a thought leader on workforce strategy, bringing innovation and best practices to the function.
  • Anticipate future business and workforce needs and recommend proactive solutions.
  • Support change management efforts by helping leaders navigate organizational and business changes.
  • Influence stakeholders across varying perspectives to build alignment, drive decision-making, and achieve desired business outcomes.


What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:
  • 10+ years of workforce management experience with emphasis on forecasting and capacity planning in a contact center environment.
  • Demonstrated expertise in forecasting, capacity planning, staffing strategy, shrinkage management, occupancy, and service-level performance.
  • Experience supporting multi-skill, multi-channel contact center operations.
  • Proven success leading teams and/or large workforce planning initiatives.
  • Expertise with workforce management platforms and analytical tools such as NICE IEX, Excel, Power BI, or similar solutions.
  • Strong business acumen and stakeholder influence skills.
  • Bachelor's degree or equivalent experience.


Core Competencies:
  • Workforce Management Expertise: Deep understanding of forecasting, staffing, scheduling, shrinkage, occupancy and workforce planning best practices.
  • Operational Acumen: Strong understanding of contact center operations and associated KPIs.
  • Strategic Thinking: Ability to develop and execute long-range workforce strategies.
  • Communication & Influence: Leverage data, business insights, and compelling storytelling to translate complex information to clear, actionable recommendations.


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.


#LPL-H1

Pay Range:
$119,068.00 - $198,378.00
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 has to offer!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

SEARCH LPL FINANCIAL HOLDINGS, INC. JOBS

READ CAREERS BLOG

JOB ALERT EMAILS

Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
Learn more about LPL Financial Holdings, Inc.

Similar Jobs

More Jobs at LPL Financial Holdings, Inc.

More Business Services Jobs

  • Branch Vice President
    $150K — $250K + $30K bonus + equity, medical, dental, vision, life, std/ltd, auto allowance, *
    Just Rite Equipment / DuraServ
    South Windsor, CT 06074 (Capitol County)
  • Branch Vice President
    $200K — $500K++ $30K bonus + equity, medical, dental, vision, life, std/ltd, auto allowance, *
    Casco Dock & Door / DuraServ
    West Sacramento, CA 95691 (Yolo County)
  • Branch Vice President
    $150K — $250K + $30K bonus + equity, medical, dental, vision, life, std/ltd, etc. *
    Southern Dock Products / DuraServ
    Oklahoma City, OK 73111 (Oklahoma County)
  • Director of Business Development
    $130K — $150K *
    Warren Whitney
    Richmond, VA 23226 (Henrico County)
  • Risk Manager
    $130K — $140K *
    Cal State Long Beach
    Long Beach, CA 90802 (Los Angeles County)

Find similar AVP, Data Analytics - Forecasting and Capacity Planning jobs: