VP, Forecasting & Capacity Management (Fort Mill)

Vice President Of Forecasting And Capacity Management

We are seeking a highly experienced and strategic Vice President of Forecasting and Capacity Management to lead the Supervision organization's efforts in optimizing resource allocation and predicting future demands. This leadership role is crucial in ensuring that Supervision is well-equipped to meet both current and future operational needs across the organization, ensuring smooth operations, maximizing efficiency, and supporting our ambitious growth initiatives. This position will be responsible for defining, implementing, and overseeing all aspects of forecasting and capacity management, working closely with various departments to drive strategic decision-making and operational excellence.

Responsibilities :

• Develop and implement a comprehensive forecasting and capacity management strategy aligned with the company's overall strategic objectives.
• Collaborate with a team of analysts and specialists, fostering a culture of data-driven decision-making, continuous improvement, and collaboration.
• Oversee the development, implementation, and maintenance of robust forecasting models and methodologies for various aspects of the business, including demand, resource needs, and operational requirements.
• Drive the capacity planning process, ensuring that the organization has the necessary resources including personnel, infrastructure, and technology to meet current and anticipated demand levels efficiently.
• Collaborate closely with key stakeholders across departments (e.g., compliance, finance, tech, human resources) to gather inputs, align on forecasts, and translate strategic goals into actionable capacity plans.
• Analyze performance data, identify trends and variances, and proactively address potential bottlenecks or risks related to capacity, ensuring compliance with regulatory standards.
• Provide strategic insights and recommendations to senior leadership on business risks, opportunities, and the impact of forecasting and capacity decisions on the overall business.
• Stay up-to-date on industry trends, emerging technologies, and best practices in forecasting and capacity management, incorporating new techniques and tools into the company's approach.
• Support the company's overall mission and values and actively contribute to a positive and inclusive work environment.

Requirements :

Preferences :

Pay Range : $126,225-$210,375 / year. 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. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview :

LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial : Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

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.