Sr. Strategy Principal/Associate

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About The Opportunity

We 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 On

• Market mapping, competitive intelligence, and opportunity sizing across new and existing regions
• Developing commercial strategies, business models, and go‑to‑market structures
• Supporting the development of strategic partnerships and external collaborations
• Building internal processes, workflows, and operational infrastructure to scale our platform
• Driving cross‑functional initiatives across Investments, Operations, and Technology
• Supporting evaluation and due‑diligence efforts for new offerings and initiatives

Who Thrives Here

We’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 Has

• 4 to 6 years of experience in strategy consulting, private equity, business operations, growth, or strategic roles in high‑velocity environments
• Exceptional analytical skills with the ability to structure ambiguous problems and drive clarity
• Strong business judgement and the maturity to partner with senior leadership
• A bias toward action and ownership, comfortable taking projects from concept to execution
• Curiosity, ambition, and the drive to build something meaningful rather than follow a predefined path

Why This Role Matters

You’ll be in the room where decisions are made, shaping how Heritage expands, innovates, and serves families and entrepreneurs globally.

You Will

• Gain rare exposure across wealth management, technology, commercial strategy, and international expansion
• Work directly with our Head of Strategy & Growth, Founders, and leadership team on initiatives that influence the entire organization
• Build a strategic and operational toolkit that is deeply valuable, highly portable, and difficult to acquire anywhere else this early in your career
• See the tangible impact of your work as new business lines launch, teams grow, and our platform scales

Next Steps

We’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 challenges
• The types of projects you’ve owned and how you drive impact

From 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.