Intraday Analyst, Workforce Management

LPL Financial LLC; United States; On-site; USD 37,000 - 62,000; Full time

Job summary

LPL Financial LLC is seeking an Intraday Workforce Management Analyst to monitor real-time performance, optimize schedules, and partner with leadership to improve service, efficiency, and employee experience. This role requires strong analytics, proactive communication, and the ability to manage multiple priorities in a fast-paced environment.

The position emphasizes intraday planning, forecasting, and strategic collaboration across Operations and Workforce Management to drive continuous

Qualifications

• Bachelor’s degree or equivalent experience.
• 1–2 years of Workforce Management, Data & Analytics or related function.
• Strong analytical and forecasting abilities.

Responsibilities

• Monitor real-time performance and service metrics to identify risks and opportunities.
• Analyze workload demands and adjust staffing and schedules accordingly.
• Partner with operations leadership to respond to volume fluctuations.
• Support scheduling activities and cross-functional collaboration.
• Provide actionable workforce insights to leadership.

Skills

Analytical skills

Forecasting

Excel

PowerPoint

Data storytelling

Communication skills

Time management

Problem solving

Education

Bachelor’s degree or equivalent experience

Tools

NICE CXOne

NICE WFM IEX

WebStation

EWFM

Aspect

Verint

Calabrio

Genesys

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
• Support scheduling activities, including training, coaching, meetings, events, and other offline planning needs as needed while balancing operational requirements
• Ability to review KPI patterns and identify opportunities for improvement
• 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

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

Behavioral Competencies

• Highly proactive, personable, and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities
• Strong organizational and time-management skills
• Comfortable making decisions in ambiguous or rapidly changing situations
• Collaborative and solution-oriented mindset
• Continuous improvement focus with strong attention to detail.
• Handle pressure well; you will be working with the senior team on advancing initiatives based on data and analysis you provide

Preferences

• NICE CXOne and/or other ACD software
• NICE WFM IEX, WebStation
• Employee Engagement Manager or other workforce management software experience: EWFM, Aspect, Verint, Calabrio, Genesys
• Tableau navigation knowledge or similar reporting program

Pay Range

$27.24-$45.36/hour. 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.

Company Overview

LPL 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, 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.

At 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.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EOE.

LPL Financial is the nation’s largest independent broker-dealer.*

Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.