OMB Partner

OMB Partner (Advisory)
Cardiff
£130,000-£160,000 + Equity

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 ...