Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Analyst will drive capacity planning initiatives across multiple business lines. This role plays a pivotal function in partnering directly with senior leaders (including Directors and VPs) to develop, refine, and implement robust planning, forecasting and workforce models that align operational capabilities with business goals. This role will bring a blend of analytical expertise, strong business acumen, and exceptional communication skills, enabling them to drive informed decisions across the enterprise. Experience with process optimization, long-range planning, and stakeholder engagement is critical, along with Lean Six Sigma Green Belt certification to ensure a disciplined approach to problem solving and efficiency.
ESSENTIAL FUNCTIONS:

• Own and lead the enterprise capacity planning function across Empower Personal Wealth.
• Design integrated planning frameworks that align business growth, workforce needs, and financial objectives.
• Engage with SVPs, Directors, and senior Finance leadership to guide organizational headcount decisions.
• Work with the Process and Workforce Optimization team to model the impact of efficiencies, automation, and tech enhancements
• Identify and quantify process inefficiencies and propose capacity-driven solutions to enhance operational effectiveness and employee satisfaction.
• Serve as SME for operational planning during mergers, reorganizations, or large-scale strategic changes.
• Proactively identify risks to staffing strategies and implement contingency planning models.
• Drive adoption of capacity models and continuously improve them based on business feedback, changing volume trends, and operational realities.

QUALIFICATIONS:

• Master's in industrial engineering, Applied Statistics, or Business Analytics preferred
• 8-12 years in capacity planning, workforce strategy, or business operations.
• Proven leadership of cross-functional analytics or workforce planning initiatives
• Experience influencing executive leadership and managing high-stakes decision environments
• Experience in financial services, insurance, or retirement planning industries strongly preferred.
• Proven ability to analyze and present large datasets to a business audience; comfort with ambiguity and driving clarity from complexity.
• Six Sigma Green Belt certification (required or in progress) preferred
• Proficiency in advanced Excel (macros, pivot tables, what-if modeling), Power BI, QuickSight, Tableau, and statistical tools (Python, R, SAS, etc.) preferred
• Experience designing and maintaining long-range capacity and headcount models that tie directly to business outcomes preferred
• Strong leadership and executive presence; ability to influence at C-level preferred
• Deep proficiency in planning tools, data visualization, and scripting languages preferred

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Skills Required