Equity Partner, OMB Advisory & Growth Leader
Listed on 2026-10-10
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Finance & Banking
Accounting & Finance, Financial Advisor / Consultant, Wealth Management
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.
We would love to welcome a new Equity Partner, OMB Advisory & Growth Leader to our group in Cardiff, Wales, United Kingdom.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Cardiff, Wales, United Kingdom.
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