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
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 experience
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
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Pay Range:
$27.24-$45.36/hourActual 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!
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(6) , 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. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Skills Required
- Bachelor's degree or equivalent experience
- At least 1–2 years of experience in Workforce Management, Data & Analytics, forecasting, or a related function
- Strong analytical and problem-solving skills, including interpreting workforce data and identifying trends, root causes, and operational risks
- Microsoft Excel skills, including charts, pivot tables, and complex logic-based formulas
- Ability to create Microsoft PowerPoint presentations to share findings
- Experience using Tableau to aggregate and analyze data from various sources
- Strong verbal and written communication skills
- Ability to present workforce insights and recommendations to leaders at various organizational levels
- Data storytelling and business acumen
- Ability to manage multiple priorities in a dynamic environment
- Proactive, reliable, self-directed, and collaborative work style
- Strong organizational and time-management skills, attention to detail, and continuous-improvement mindset
- Ability to work locally from the Tempe, Arizona or Fort Mill, South Carolina office
- Experience with NICE CXone or other automatic call distributor software
- Experience with NICE WFM IEX, WebStation, Employee Engagement Manager, EWFM, Aspect, Verint, Calabrio, or Genesys workforce management software
- Tableau navigation knowledge or similar reporting program experience
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
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What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
