Equity Partner, OMB Advisory & Growth Leader

Insite Finance; Cardiff; On-site; GBP 120,000 - 190,000; Full time

Job summary

Insite Finance is seeking an OMB Partner to take genuine ownership of a substantial owner-managed business portfolio and help lead growth for the firm. This is a true equity opportunity with real upside, backed by a strong team and a track record of progression.

The role is advisory by design; you will be the go-to senior voice when answers aren’t straightforward, with a clear path toward ownership rather than a pure portfolio management role.

Qualifications

• Experience advising owner-managed businesses and high-value portfolios.
• Willingness to take equity and lead growth initiatives.
• Strong leadership coaching and succession planning.

Responsibilities

• Act as lead adviser to owner-managers and leadership teams on complex, high-value matters.
• Own a substantial OMB portfolio including startups and growing owner-managed businesses.
• Lead advisory engagements from restructuring, succession, to growth planning.
• Build and win new OMB work from existing and prospective clients.
• Coach and develop managers with input into succession planning.
• Sit at the leadership table to steer the firm's OMB strategy and growth.

Job description

Insite Finance is seeking an OMB Partner to take genuine ownership of a substantial owner-managed business portfolio and help lead growth for the firm. This is a true equity opportunity with real upside, backed by a strong team and a track record of progression.

The role is advisory by design; you will be the go-to senior voice when answers aren’t straightforward, with a clear path toward ownership rather than a pure portfolio management role.