Scheduling Analyst II, Workforce Management

2 weeks ago

Knoxville, Tennessee, United States LPL Financial Full time

Are you eager to optimize work schedules and collaborate with teams to provide new hire schedules aligned with service level requirements? Interested in enhancing data visualization skills with Tableau for workforce management decisions? Driven by working independently to advance initiatives based on data analysis?

Excited to learn more? If so, then this could be the role for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Workforce Management Scheduling Analyst II will utilize Workforce Management IEX forecasting and scheduling software to input, optimize, and provide recommended employee work schedules. They will analyze call volume data, identify trends, and proactively initiate corrective action plans as needed.

Responsibilities:

  • Ongoing scheduling analysis and optimization based on service level requirements
  • Collaborate with the Forecasting Team to provide new hire schedules and team recommendations
  • Assist Client Success Leadership in reviewing, updating and/or analyzing employee work schedule analysis for implementation
  • Responsible for complex scheduling analysis and organization of all company events, town halls, team meeting and individual coaching based on forecast and service level requirements
  • Provides recommendations on all event planning proposals in partnership with EX (Employee Experience) leadership
  • Assist Scheduling Analyst team with processing schedule requests as needed

Requirements:

  • Minimum education of a two or four-year advanced degree or equivalent professional experience
  • Five or more years of Workforce Management experience
  • Ability to effectively communicate with various levels of management
  • Experience Workforce Management software

Core Competencies:

  • Proficient with MS Excel, including pivot tables, power query 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
  • Experience with the Microsoft program suite
  • Ability to work independently in a fast paced environment with multiple priorities
  • Ability to work with and communicate effectively to various levels throughout the organization.
  • Excellent verbal and written communication skills
  • Personable and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities
  • Strong attention to detail with a pro-active approach to solving and preventing problems
  • Driven individual, always seeking to improve and grow a plus.
  • Handle pressure well; you will be working with the senior team on advancing initiatives based on data and analysis you provide.
  • Trusted to work independently with stakeholders at all levels
  • Ability to communicate information to senior executives for decision making purposes
  • Ability to execute projects and tasks with minimal guidance and supervision

Preferences:

  • Experience Nice CX, ACD Software, WFM IEX/WebStation
  • Knowledge of Tableau or similar reporting programs
  • Knowledge of Call Center management best practices
  • Proven Track record for proactively managing queue fluctuations

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here.

Pay Range:

$24.42-$36.63/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 offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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 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

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