OMB Partner

Insite Finance; Cardiff; On-site; GBP 120,000 - 180,000; Full time

Benefits offered by this job

Real equity

Senior partner-track

Exposure to entrepreneurial and owner‑

Job summary

Insite Finance is seeking an OMB Partner to own a substantial owner-managed portfolio and shape the firm’s next growth phase. This role is advisory-led, serving as the senior voice for owner-managers when answers aren’t straightforward.

You’ll be the lead adviser to owner-managers, taking full ownership of a significant OMB portfolio and guiding advisory engagements from restructuring to growth planning. Real equity is available with a strong leadership team in place.

Qualifications

• Experience advising owner-managed businesses.
• Proven track record in leading advisory engagements.
• Ability to mentor and develop managers and teams.

Responsibilities

• Act as lead adviser to owner-managers and their leadership teams on high-value matters.
• Take full ownership of an OMB portfolio, including startups and growing businesses.
• Lead advisory engagements from restructuring to growth planning.
• Develop new OMB work from existing and prospective clients.
• Coach and develop managers, shaping succession planning across the team.
• Contribute to setting and executing the firm's OMB strategy.

Skills

OMB advisory

Client leadership

Strategic growth

Team coaching

Job description

A successful independent firm is looking for an OMB Partner to take genuine ownership of a substantial owner-managed business portfolio and play a leading role in shaping the firm's next stage of growth.

The firm is already one of the strongest performers in its region, highly profitable and continuing to invest heavily in people. This is a partner-track opportunity for someone who wants to build a real stake in a business rather than simply manage a portfolio.

This role is heavily advisory in nature. You won't be buried in compliance, you'll be the senior voice owner-managers turn to when the answer isn't straightforward.

Where you'll add value

• Acting as lead adviser to owner-managers and their leadership teams on complex, high-value matters
• Taking full ownership of a substantial OMB portfolio, including entrepreneurial start-ups, growing owner-managed companies and established businesses
• Leading advisory-led engagements, from restructuring and succession to growth planning
• Building and winning new OMB work from existing and prospective clients
• Coaching and developing managers, with real input into succession planning across the team
• Sitting at the leadership table, helping steer the firm's OMB strategy and wider growth

The opportunity

This is a genuine equity opportunity. Real, meaningful equity is available in line with the fees you bring in, backed by a well-structured team built to support your growth rather than leave you carrying it alone.

The firm has an established history of internal progression and a leadership team actively developing its next generation of partners. For the right person, this is a route to real ownership, not just a title.

Package

• Real equity, tied to fee generation and supported by a well-resourced team
• Senior partner-track position within a highly profitable, family-owned firm
• Exposure to entrepreneurial and growing owner-managed businesses
• Significant investment behind future OMB expansion

This is a strong opportunity for a senior OMB professional who wants genuine ownership, real commercial upside and a platform to keep building close to clients.