Intraday Analyst, Workforce Management

lplfinancial; Tempe (AZ); On-site; USD 70,000 - 95,000; Full time

Job summary

LPL Financial in Tempe, AZ seeks an Intraday Workforce Management Analyst (Real Time, Intra Day Plan) to monitor real-time performance, optimize staffing, and partner with leadership to drive service excellence.

The role translates workforce data into actionable insights, conducts short-term planning and analysis, and supports continuous improvement in a fast-paced environment. Bachelor's degree and 1–2 years' WM/analytics required.

Qualifications

• 1–2 years of Workforce Management, Data & Analytics or related function.
• Bachelor's degree or equivalent experience.
• Location flexibility: Tempe, AZ or Fort Mill, SC with local presence.

Responsibilities

• Monitor real-time operational performance, staffing levels, and service metrics.
• Analyze workload demands and recommend staffing and scheduling adjustments.
• Partner with operations leadership to address volume fluctuations and disruptions.
• Conduct retrospective and forward-looking analyses to inform decisions.

Skills

Workforce Management

Data & Analytics

Forecasting

Education

Bachelor's degree

Tools

Excel

Tableau

Job description

Where Ambition Meets Innovation: Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Intraday Workforce Management Analyst (Real Time, Intra Day Plan) plays a critical role in ensuring operational performance through proactive workforce monitoring, schedule optimization, and business partnership. This role is responsible for overseeing intraday performance, identifying risks and opportunities, recommending staffing adjustments, and communicating actionable insights to leadership.

The analyst serves as the operational bridge between Workforce Management and business leaders by translating workforce data into clear recommendations that support service, efficiency, and employee experience objectives. Through real-time monitoring, short-term planning, performance analysis, and ongoing optimization, the analyst helps ensure the organization effectively respond to changing business conditions while maintaining service commitments. This position requires strong analytical skills, proactive communication, sound judgment, and the ability to manage competing priorities in a fast-paced environment.

Responsibilities:

• Monitor real-time operational performance, staffing levels, and service metrics to identify risks and opportunities
• Analyze current and upcoming workload demands and recommend or execute staffing and schedule adjustments that support service delivery, operational efficiency, and business objectives
• Partner closely with operations leadership to respond to unexpected volume fluctuations, staffing gaps, and business disruptions

Workforce Optimization

• Recommend schedule modifications and optimization opportunities to improve operational performance

Analytics & Business Insights

• Utilize workforce management data and reporting tools to support decision-making and continuous improvement initiatives
• Conduct retrospective and forward-looking analyses to communicate what happened, what is changing, and potential impacts to future performance

Leadership Partnership & Communication

• Serve as a trusted workforce management partner to business leaders, providing proactive updates and recommendations regarding staffing, service performance, and operational health
• Participate in operational meetings to communicate workforce impacts, risks, and recommendations
• Facilitate cross-functional collaboration with operations, training, or other business partners

Process Improvement & Strategic Support

• Support maintenance of workforce management systems, reporting tools, and related processes, including user administration, data integrity, system enhancements, and documentation
• Identify and implement opportunities to improve workforce management processes, reporting, scheduling practices, and operational effectiveness
• Support special projects, pilot programs, technology implementations, and business initiatives that enhance workforce management capabilities and organizational performance

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:

At least 1-2 years of Workforce Management, Data & Analytics (particularly in forecasting), or a related function

Bachelor's degree or equivalent experience.

Location: Offer is contingent upon successful background screening and agreement to be local to the Tempe, AZ or Fort Mill, SC office

Core Competencies:

Technical & Analytical Skills

• Analytical and problem-solving abilities. Ability to interpret workforce data and make actionable recommendations. Ability to identify trends, root causes, and operational risks
• Excel skills, including charts, pivot tables, and complex logic-based formulas
• Ability to create PowerPoint decks to share findings
• Experience with using Tableau to aggregate and analyze data collected from various sources

Business & Communication Skills

• Verbal and written communication skills
• Ability to communicate and present workforce insights to leaders at various organizational levels
• Data storytelling and business acumen
• Ability to influence decisions through facts, analysis, and recommendations
• Demonstrated ability to manage multiple priorities in a dynamic environment