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© All Rights Reserved. ApplyBlast.com
Heritage Holdings
The Board Project Lead supports Heritage Holdings Group's Board of Directors and senior executives by coordinating strategy, operations, KPI management, and project execution across multiple business units. The role involves facilitating Board meetings, tracking high‑level projects, maintaining project management tools, and providing technical support while ensuring confidentiality and clear communication.
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 tech, superior portfolio construction, and access to top alternative assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Holdings.
Heritage Holdings didn’t post a salary, so this is our estimate from similar listings.