VP, Workforce Management

LPL Financial Holdings, Inc.$121K — $202K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Analytics, Operations Management, or related field required.
  • 12+ years of experience in workforce management or related fields necessary.
  • 5+ years of leadership experience in large workforce management teams required.
  • Deep expertise in workforce management and analytics essential.
  • Experience in service operations or contact center environments beneficial.

Responsibilities

  • Develop and lead workforce management strategy across various service channels.
  • Oversee scheduling, real-time management, and workforce optimization.
  • Translate workforce priorities into efficient operating practices.
  • Monitor performance to ensure service and workforce goals are met.
  • Manage the strategic roadmap for workforce management technologies and tools.
  • Create dashboards and metrics for actionable insights and accountability.
  • Collaborate with cross-functional teams to align workforce execution with business needs.
  • Lead continuous improvement initiatives to enhance service quality and productivity.

Benefits

  • 401K matching
  • Comprehensive health benefits
  • Employee stock options
  • Generous paid time off and volunteer time off
  • Supportive company culture focused on work-life balance.
Full Job Description
Job Overview

The Vice President, Workforce Management is a leader responsible for the execution and optimization of workforce management practices across LPL's Service organization. This role ensures the organization has the right resources deployed at the right time to deliver exceptional client experiences while achieving service level, productivity, and employee experience objectives.

Reporting to the SVP, Capacity, Workforce Management & Operations Planning, the VP serves as the operational leader for workforce management execution, translating strategic workforce planning priorities into scalable processes, tools, and operating disciplines. The role oversees workforce management functions including scheduling, intraday management, real-time operations, performance monitoring, and workforce optimization across multiple service channels.

Responsibilities
  • Develop and lead the execution of the workforce management strategy across all Service channels ensuring alignment with enterprise objectives, service commitments, and operational priorities
  • Own workforce management operations, including scheduling, real-time management, service level performance, schedule adherence, occupancy, and workforce optimization.
  • Translate strategic workforce priorities into scalable operating practices, governance routines, and performance expectations across the Service organization.
  • Drive achievement of workforce management and service performance goals through proactive monitoring, performance management, and risk mitigation.
  • Own the strategic roadmap for workforce management technologies, including AI enablement, NICE IEX, and equivalent platforms.
  • Establish performance dashboards, metrics, and reporting routines that provide actionable insights and drive accountability throughout the organization.
  • Collaborate closely with Service, Operations, Capacity Planning, Forecasting, Finance, Technology, and Human Resources leaders to ensure workforce execution supports business priorities and client demand.
  • Lead continuous improvement efforts that enhance workforce flexibility, operational scalability, service quality, and productivity across all supported functions.
  • Build, develop, and lead a high-performing workforce management team while fostering a culture of accountability, innovation, collaboration, and operational excellence.


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:
  • Bachelor's degree in Business, Analytics, Operations Management, or related discipline.
  • 12+ years of experience in workforce management, contact center operations, service operations, or related functions.
  • 5+ years of experience leading workforce management teams within large,


Core Competencies:
  • A highly effective operator who can execute complex workforce management strategies at scale.
  • A strategic thinker who understands how workforce management drives business performance and client outcomes.
  • A collaborative leader who builds strong partnerships across functions and organizational levels.
  • Data-driven and analytically rigorous, using insights to drive decision-making and performance improvement.
  • An influential communicator who can engage both frontline managers and executive leadership.
  • Deep expertise in workforce management, scheduling and real-time operations, workforce optimization, service level management, operational performance management, and workforce analytics
  • Demonstrated success driving service performance and operational results in multi-channel service environments.
  • Strong analytical, problem-solving, and decision-making capabilities.
  • Experience implementing process improvements and operational excellence initiatives.


Preferences:
  • Experience in financial services, brokerage, banking, wealth management, or other highly regulated industries.
  • Experience implementing automation, AI-enabled workforce solutions, or advanced workforce analytics tools.
  • Experience supporting large-scale service transformations and operational modernization efforts.


Pay Range:
$121,540.00 - $202,498.00
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.

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