Vice President, Material and Capacity Planning

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ABOUT LUMENTUM

It's fun to work in a company where people truly BELIEVE in what they're doing! At Lumentum, we are illuminating the networks of tomorrow with breakthrough optical and photonic technologies that power innovation across AI, cloud, telecommunications, industrial, and sensing applications. As AI accelerates the global demand for bandwidth and energy efficiency, we deliver the building blocks—such as ultra-high-speed transceivers (800G, 1.6T) and Optical Circuit Switches (OCS)—that keep data moving reliably, efficiently, and at massive scale.

Headquartered in San Jose, California, we operate worldwide through an extensive network of R&D, manufacturing, and sales locations, including advanced production facilities in Thailand, Taiwan, and the United States. We are building a team of passionate innovators whose drive to collaborate, create, and connect the world fuels everything we do.

POSITION SUMMARY

The Vice President of Material and Capacity Planning holds ultimate accountability for the architectural design, global coordination, and optimization of Lumentum’s end-to-end material flows and long-range capacity strategies. Acting as a pivotal operational bridge, this leader translates volatile cloud/hyperscaler market forecasts into unified, actionable global supply strategies that support corporate revenue and margin targets.

This is a macro-governance and corporate coordination role focused on balancing front-end Wafer Fabrication (InP/VCSEL) and back-end Module Factory resources on a multi-continent scale.

• Strategic Boundaries: Day-to-day site-level execution, shop-floor scheduling, and local factory/fab management are handled locally and are out of scope for this role.
• Matrix Synergy: This executive will operate as a principal strategic peer to local site leaders and key corporate counterparts—the VP of Integrated Business Planning (IBP) and the SVP of Procurement and Logistics—integrating cross-functional inputs to steer capital deployment, minimize balance-sheet liabilities, and guarantee global delivery capability.

SCOPE: GLOBAL MATERIAL & CAPACITY COORDINATION & LEADERSHIP

1. Multi-Tier Supply Network Coordination & Material Interlocking

• Front-End to Back-End Integration: Formulate the centralized scheduling models that link front-end wafer fabrication outputs (e.g., San Jose cleanrooms or wafer banks) to back-end assembly, test, and packaging schedules in regional hubs (e.g., Thailand and Taiwan).
• Global Component Visibility & Multi-Node Tracking: Build corporate governance frameworks using advanced planning systems to track multi-million dollar pools of critical materials (e.g., Indium Phosphide substrates, specialized laser diodes, optics, and high-speed ICs) as they move through various international manufacturing nodes.
• Global Inventory Pool Management: Establish safety-stock parameters, minimum/maximum levels, and multi-location inventory buffers to prevent critical component line-downs while simultaneously avoiding global Excess & Obsolete (E&O) margin erosion.
• Engineering Change & NPI Coordination: Lead global alignment for New Product Introduction (NPI) material pipelines, ensuring phased ramp-ups of next-generation transceivers (800G/1.6T) synchronize seamlessly with legacy product phase-outs without causing stranded global component liabilities.

2. Macro-Capacity Balancing & Global Asset Optimization

• Global Constrained Capacity Modeling: Map, aggregate, and continuously audit the macro-capacity matrices of all internal cleanrooms, assembly floors, and critical automated test fixtures worldwide.
• Cross-Site Workload Balancing: Orchestrate global product routing allocations, directing operational workloads across regional manufacturing sites to optimize overall equipment effectiveness (OEE), absorb regional capacity shocks, and manage local labor scaling.
• Long-Range CapEx Planning & Validation: Synthesize global factory and Fab load projections into data-backed recommendations for the C-suite, defining exactly when and where to invest Capital Expenditure (CapEx) for physical footprint or machinery expansions.
• Foundry & OSAT Strategy Alignment: Coordinate with third-party foundries and Outsourced Semiconductor Assembly and Test (OSAT) partners, treating external capacity as a flexible extension of Lumentum’s global footprint to absorb market volatility.

CORE RESPONSIBILITIES

Enterprise S&OP & Integrated Business Planning (IBP) Leadership

• Executive S&OP Facilitation: Chair the monthly executive Sales, Inventory, and Operations Planning (SIOP) supply review cycle, ensuring data alignment across Product Units, Global Sales, Corporate Finance, and Operations.
• Demand-Supply Reconciliation: Establish a structured mechanism to ingest volatile cloud/hyperscaler commercial forecasts and map them against long-term operational limits.
• C-Suite Scenario Modeling: Formulate and present data-backed "what-if" planning options to the EVP of Business Operations regarding trade-offs, demand surges, and market capacity risks.
• Financial Plan Alignment: Reconcile physical capacity constraints with corporate finance budgets to protect gross margins, optimize operational cash flow, and manage balance-sheet inventory liabilities.

Peers & Executive Stakeholder Collaboration

• IBP Interlocking: Partner dynamically with the VP of Integrated Business Planning (IBP) to embed corporate strategy, product portfolio shifts, and financial targets directly into the monthly S&OP supply cadence.
• Procurement & Logistics Interlocking: Align constraints with the SVP of Procurement and Logistics to factor supplier capacity limitations, component lead times, logistics bottlenecks, and inbound freight realities into macro models.
• Fab & Factory Advisory: Serve as the chief strategic partner to the site SVPs of Fab Operations and Factories, integrating their local cycle times, machine availabilities, and yield metrics into the macro plan without interfering with site-level daily ownership.

Digital S&OP Infrastructure & Technology

• Advanced Planning Technology (APS): Lead the technology roadmap for enterprise cloud planning systems (e.g., Kinaxis RapidResponse, o9 Solutions, or SAP IBP) to streamline data integration across functions.
• Master Data Governance: Enforce data policies for macro-level planning parameters, standardizing yield models and planning bills of materials (BOMs) within the ERP.

QUALIFICATIONS & EXPERIENCE

Required Profile                                                                                                    

• Education: Bachelor’s degree in Supply Chain Management, Operations Research, Industrial Engineering, or Business Administration. An MBA or MS in an analytical discipline is highly preferred.
• Years of Experience: 15+ years of progressive leadership within supply chain or operational environments, with a minimum of 5 years driving corporate S&OP/IBP transformations.
• Global Scope Exposure: Proven success managing complex, cross-continental planning networks involving multiple international facilities (specifically across North America and Asia).
• Dual-Domain Focus: Substantial experience navigating high-tech ecosystems where planning bridges front-end semiconductor fabrication (Fab) and back-end module integration (Factory).
• Industry Certification: Active certifications like ASCM/APICS Certified in Planning and Inventory Management (CPIM) or Certified Supply Chain Professional (CSCP) are strongly preferred.

Preferred Technical & Leadership Skills

• Advanced Systems Experience: Deep governance experience with leading APS platforms and enterprise software such as SAP S/4HANA Supply Chain or Oracle Cloud SCM.
• Executive Influence: Exceptional presentation and persuasion skills, with a history of driving matrixed consensus across separate executive peer groups (SVP Procurement, VP IBP, and SVPs of Fab/Factory).

Pay Range:

E100-USA-1 :$0.00 - $0.00

Disclaimer:

Final base salary for the successful candidate will depend on multiple factors, including but not limited to, job location, where work will be performed, qualifications, work history and relevant experience. With our continual goal of making Lumentum a best place to work for our employees, we strive to offer employees competitive total compensation packages, which may include annual bonus, commission for certain sales roles, equity, and health and welfare benefits.