VP, Workforce Management

lplfinancial; Fort Mill (SC); On-site; USD 122,000 - 202,000; Full time

Job summary

LPL Financial is seeking a Vice President of Workforce Management to lead execution and optimization of workforce management across the Service organization. This role ensures the right resources are deployed to deliver exceptional client experiences while meeting service levels and productivity goals.

Reporting to the SVP, Capacity, Workforce Management & Operations Planning, this leader will translate strategic priorities into scalable processes, tools, and operating disciplines across

Qualifications

• 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 organizations.

Responsibilities

• Develop and lead the execution of the workforce management strategy across all Service channels.
• Own workforce management operations including scheduling, real-time management, service level performance, and occupancy.
• Translate strategic priorities into scalable operating practices and governance.
• Drive performance through monitoring, management, and risk mitigation.
• Oversee roadmap for workforce management technologies, including AI enablement and NICE IEX.

Skills

Leadership

Strategic thinking

Analytical

Communication

Collaboration

Education

Bachelor's degree in Business, Analytics, Operations Management, or related discipline

Tools

NICE IEX

AI enablement tools

Job description

Lead with Purpose, Unlock Your Team's Passion

At 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.

If you're ready to lead with intention and discover what's possible,

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