Sr. Strategy Principal/Associate

OverviewJoin to apply for the Sr.Strategy Associate role at Heritage HoldingsAbout The OpportunityWe are building something exceptional at Heritage, and we need someone extraordinary to help us get there.This isn't your typical strategy role.It is a hands-on opportunity to work directly with our Head of Strategy & Growth and Founders on the most important initiatives shaping our next chapter.As our Senior Strategy Associate, you will sit at the centre of how we grow, evolve, and scale.You will help us enter new markets, refine our product offering, build the internal engine behind our wealth management platform, and unlock opportunities we have not yet imagined.This is a role where no two days look the same, where your work truly moves the business.In Practice, This Means Working OnMarket mapping, competitive intelligence, and opportunity sizing across new and existing regionsDeveloping commercial strategies, business models, and go-to-market structuresSupporting the development of strategic partnerships and external collaborationsBuilding internal processes, workflows, and operational infrastructure to scale our platformDriving cross-functional initiatives across Investments, Operations, and TechnologySupporting evaluation and due-diligence efforts for new offerings and initiativesWho Thrives HereWe're looking for someone sharp, fast-learning, and hungry for responsibility.Someone who wants to build, execute, and own outcomes.Maybe you're coming from a top-tier consultancy where you've delivered strong impact but want to be closer to the action.Or perhaps you're coming from a high-growth startup, a VC-backed scale-up, fintech, strategic operations, or private equity, where you've developed strong analytical, financial, and commercial skills and are now looking for a role with broader operational and strategic ownership.The Ideal Candidate Has4 to 6 years of experience in strategy consulting, private equity, business operations, growth, or strategic roles in high-velocity environmentsExceptional analytical skills with the ability to structure ambiguous problems and drive clarityStrong business judgement and the maturity to partner with senior leadershipA bias toward action and ownership, comfortable taking projects from concept to executionCuriosity, ambition, and the drive to build something meaningful rather than follow a predefined pathWhy This Role MattersYou'll be in the room where decisions are made, shaping how Heritage expands, innovates, and serves families and entrepreneurs globally.You WillGain rare exposure across wealth management, technology, commercial strategy, and international expansionWork directly with our Head of Strategy & Growth, Founders, and leadership team on initiatives that influence the entire organizationBuild a strategic and operational toolkit that is deeply valuable, highly portable, and difficult to acquire anywhere else this early in your careerSee the tangible impact of your work as new business lines launch, teams grow, and our platform scalesNext StepsWe'll begin with an initial conversation with our HR team to understand your experience, motivations, and career goals.We'll focus on :How you approach strategic and analytical challengesThe types of projects you've owned and how you drive impactFrom there, we move quickly.Great talent doesn't stay on the market long.At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English.We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.J-*****-LjbffrSr Strategy PrincipalAssociate • Rome, Italy#J-*****-Ljbffr