Fast paced. High energy. Team based.

Working at Westwood

Westwood’s unique culture is built on an employee ownership culture that ensures that, over time, every employee becomes a stockholder. Employees and board members owned approximately 21% of our firm as of March 2018. 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, Skype, and new collaboration rooms such as the Idea Lab are examples of how we foster teamwork at Westwood.

Employee engagement is also vital to our success. In 2016, we solicited input from every employee in our company on the top goals for our firm, which were then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency in our goal setting and greater accountability.

Community involvement, a cornerstone of our culture, also drives engagement and makes employees proud to work at Westwood.

Available Positions

Proposal Writer and Project Coordinator

Dallas

To support the planning, development and execution of the firm’s Go-2-Market strategy while ensuring a consistent client experience, both visually and operationally, to drive sales growth. Responsible for:
• Coordinating RFP, RFI, DDQ and data requests including writing or co-writing content that is clear and concise leveraging existing and new database content.
• Craft new and more complex database responses; maintain consultant databases.
• Publish data in a variety of platforms, including RFP materials, external databases, and champion our brand by ensuring brand compliance.
• Track progress and ensure completion of a wide variety of projects, including RFP and DDQ requests. Set deadlines, assign responsibilities, monitor and summarize progress of project. Prepare status reports.

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Financial Reporting Specialist

Dallas

Focuses on the reconciliation and roll-forwards of 42 common and commingled trust funds.  The roll-forwards will be performed on a quarterly basis, based on an established internal audit program that is currently in existence. At year end, these roll-forwards will then be used to establish financial statements for the 42 funds.  The employee will work closely with outside auditors during this financial statement preparation process.  This position will also be responsible for creating and updating the trust call reports and assisting with the Texas Department of Banking examinations, as needed.

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Operations Associate

Dallas

Responsible for management of files and documents that are maintained by the organization.  Responsible for providing general and quality administrative support to the Trust Department.  This includes daily reporting, reconciliations, user administration and records coordination.

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Financial Planning Specialist

Houston

Responsible for maintaining the timely production of financial planning requests from Trust officers including preparation of plans and review of the work of other financial planners. Support trust officers in current client and prospect engagements by completing comprehensive financial plans, annual updates and client-requested financial analysis. Financial planning subject areas include financial statement preparation, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. Works closely with VP Trust Officer to determine the strategic direction of the financial planning department and leads implementation of new financial planning strategies and process improvements.

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Research Analyst and Portfolio Manager

Dallas

Responsible for conducting research and due diligence into issuers held in Flexible Income team portfolios utilizing the existing Westwood research team and filling coverage gaps where they exist.

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Financial Planner

Houston

Support company officers with their financial planning engagements by completing comprehensive financial plans, annual updates and client-requested financial analysis. Planning areas will include but not limited to financial statements, risk management, employee benefits, investments, income tax, retirement, along with trust and estate planning.

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Private Wealth Advisor

Dallas

Responsible for meeting specified sales goals by growing assets under management in the Dallas office by developing new client relationships and strengthening relationships with current clients to obtain referrals for new business.  Also responsible for representing Westwood Trust in the community through membership in professional associations and cultural organizations and engaging in other activities to generate prospective client leads.

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