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Heritage Holdings

Financial Services51-200 employeesWebsite

Heritage Holdings offers an exciting entry point into the financial services industry, providing opportunities to learn and grow within a dynamic environment. With a team of 51-200 employees, the company is small enough to foster collaboration and mentorship while still achieving significant impact. This is an ideal place to launch your career, with chances to work closely with experienced professionals and make a real difference from day one. Currently, Heritage Holdings is seeking motivated individuals to fill several key positions. Aspiring finance professionals can apply for an Investing Operations Internship, gaining hands-on experience in the inner workings of investment management. Those with strong interpersonal skills can explore the Customer Success Specialist role, working directly with clients to ensure their satisfaction. Additionally, a Talent Acquisition Internship provides a chance to contribute to the company's growth by helping identify and recruit top talent. These diverse openings offer pathways for both recent graduates and those seeking to change careers, making Heritage Holdings a compelling destination for ambitious professionals.

About the Company

Heritage is the modern investment office. Built by families and entrepreneurs, for families and entrepreneurs. We are on a mission to transform investing for families, entrepreneurs, and leading advisors, through modern technology, superior portfolio construction, and access to top alternative assets and managers.

Open Positions

3
Investing Operations Internship
Milan, Lombardy, Italy

<h2><strong>Who we are&nbsp;</strong></h2> <p>Heritage is building the Modern Investment Office - supporting some of the most prominent families globally to achieve their capital enhancement and prese...

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Analytical MindsetCommunication SkillsAttention to DetailInvestor RelationsProcess Improvement
Customer Success Specialist
Milan, Lombardy, Italy

<h2><strong data-stringify-type="bold">Who We Are</strong></h2> <p><strong>Heritage is building the Modern Investment Office</strong>, supporting some of the most prominent families globally to achiev...

View Job
Customer SupportCapital OperationsCross-Functional CollaborationAdministrative SupportWealth Advisory Knowledge
Talent Acquisition Internship
Milan, Lombardy, Italy

<h2><strong>Who we are&nbsp;</strong></h2> <p>Heritage is building the Modern Investment Office - supporting some of the most prominent families globally to achieve their capital enhancement and prese...

View Job
Talent AcquisitionSourcingCV ScreeningInterviewingTalent Development

Frequently Asked Questions

What does Heritage Holdings do?
Heritage is the modern investment office. Built by families and entrepreneurs, for families and entrepreneurs. We are on a mission to transform investing for families, entrepreneurs, and leading advisors, through modern technology, superior portfolio construction, and access to top alternative as...
How many employees does Heritage Holdings have?
Heritage Holdings has 51-200 employees employees.
What industry is Heritage Holdings in?
Heritage Holdings operates in the Financial Services industry.
How many open jobs does Heritage Holdings have?
Heritage Holdings currently has 3 open positions on Clera.