Operations Associate

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking an Operations Associate to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

MarshBerry is currently seeking an Operations Associate based in our Beachwood, OH headquarters.

The Operations Associate supports the IBC team’s operational, financial and strategic initiatives to help the IBC team achieve their goals. The Operations Associate will support the Director of Operations to drive continuous improvement and efficiency to all aspects of operations ensuring IBC services are delivered effectively and consistently. They will handle staffing and workload management to ensure projects are staffed effectively. They will work cross-functionally with the services teams including Finance, HR, Marketing, Compliance and IBC practice teams.

This individual will work onsite Monday through Thursday with the option to work remotely on Friday's.

Responsibilities:

• Assist in implementing operational processes, tools, and workflows to improve efficiency and consistency across IBC services.
• Manage project staffing, including tracking team capacity, making project assignments and maintaining visibility into project pipeline and workload distribution.
• Communicate with project leads to ensure alignment on deadlines, priorities, and resource needs.
• Maintain and continuously improve standard operating procedures, templates, and documentation.
• Develop, maintain, and distribute recurring operational and performance reports (KPIs, utilization, pipeline, project status, etc.)
• Build dashboards and reports to track progress against strategic and business plan goals.
• Assist with budgeting, forecasting, and tracking of team financial performance.
• Collaborate with Finance to ensure accurate data inputs, reporting, and alignment.
• Support the execution of strategic initiatives and annual business plan priorities.
• Track progress on key initiatives and prepare updates for leadership.
• Assist in coordinating strategic planning activities (materials, timelines, data gathering).
• Conduct research and analysis to support new initiatives and business opportunities.
• Collaborate with services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

Selection Criteria

Education & Experience:

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Additional Professional Designations or Certifications desired.
• 2-5 years of experience within operations, preferably within investment banking, consulting or financial services.
• Advanced proficiency in Microsoft office, especially Excel.

Other:

• Strong analytical and problem-solving skills.
• Excellent organizational skills with strong attention to detail.
• Excellent project management; with analytical, organizational and problem-solving abilities.
• Strong communication skills: both written and verbal with demonstrated creativity with regard to work.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Ability to travel up to 25% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places - The Plain Dealer
• Best Companies Group - Inclusive Workplace
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.