Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 1, 2023, employees and board members own approximately 28% of our firm. This structure aligns the interests of our employees, clients, and stockholders and helps promote a team mindset across our firm.
We value our employees and strive to create a workplace that helps them succeed. New mobile technology, cloud computing, Microsoft Teams, and new collaboration rooms, such as the Idea Lab, are examples of how we foster teamwork at Westwood.
Employee engagement is vital to our success. In order to give employees a platform to voice feedback, we solicit input from every employee in our company on the top goals for our firm, which is then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency and accountability in our goal setting.
Community involvement, a cornerstone of our culture, drives engagement and makes employees proud to work at Westwood.
Responsible for support of Westwood’s Institutional Sales & Client Service development efforts, promoting and communicating Westwood’s capabilities, products and services and thought leadership to global Investment Consulting firms, Clients, and Plan Sponsors. This role is responsible for relationship support with potential prospects, consulting firms and clients, serving as primary point of contact for consultant and client inquiries. This role is in charge of tracking and executing on the firm’s consultant relations strategy and interacting in a professional and timely manner with institutional clients, consultants, and other financial professionals. This includes timely completion of information requests and assistance with problem resolution. Responsible for supporting the efforts of our senior sales and client service professionals via the creation of all materials for current and potential clients.
ApplyThe Portfolio Analyst is a critical team member and facilitator in support of the Wealth Portfolio Managers.
This position is responsible for preparing trading programs based on guidance from the Wealth PMs,
performance reports, as well as preparing detailed investment proposals for prospective clients of
Westwood Wealth Management.
Responsible for ensuring accounts are properly administered and act as a primary resource for other members of the team. This position plays a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships, and representing Westwood Wealth Management in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.
ApplyResponsible for co-managing discretionary investment strategies for Westwood’s wealth division. Responsible for research, construction and implementation of investment strategies for clients of Westwood Wealth Management, including implementing asset allocation, security selection and adherence to risk management and compliance guidelines. In-depth knowledge of tax efficient investment strategies and effective management of capital gains objectives. Provide support to the Private Wealth Advisors with client communication and attend client meetings. Communicate clearly and effectively with Wealth CIO, investments team and traders. Work with Wealth CIO on asset allocation insights and investment risk analysis and oversight.
Apply