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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Client Service Associate

Houston

Our Houston location is seeking a Client Service Associate to join our trust team.  In this position, you will assist our Houston Client Advocates and Trust Officers in meeting our clients’ needs on a daily basis by providing superior customer support.

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Legal Counsel

Dallas

Responsible for supporting the organization and senior leadership by providing advice to operating areas on products, services, legal actions, and business strategies (ranging from day-to-day business issues to larger corporate initiatives), with a particular emphasis on the private wealth division and public company and employment-related issues; drafting, preparing, reviewing and negotiating legal contracts and documents; coordinating the work of outside counsel; conducting legal research; leading the process of creating, drafting, updating, and maintaining key compliance policies and procedures, training materials, and legal documents related to the firm’s compliance program and corporate governance.

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VP, Senior External Wholesaler

Los Angeles

Responsible for promoting and selling Westwood’s investment products through financial intermediaries within the western region. This includes developing and maintaining close relationships with financial advisors.  This position plays a key role in growing and retaining assets under management.  This remote position will be based in Los Angeles California and required extensive travel within the region.

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