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 2019. 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.
The Trust Operations Specialist processes transactions and performs other tasks for personal trust accounts, employee benefit plans, IRAs, and agency accounts under the direct supervision of the Trust Operations Supervisor. Responsibilities may include processing of an assigned set of daily accounting tasks related to cash disbursements, asset movement and control, income posting, fees processing, cash and custody balancing, records retention and common fund trading.Apply
Supports Westwood Wealth Advisors with client and prospect engagements by completing comprehensive financial plans and other client-requested financial analysis. Financial planning subject areas include financial statement preparation, risk management and review, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. This position does not have sales requirements or require federal or state licensing.Apply
The Financial Reporting Senior Accountant will be responsible for preparing and maintaining the company’s public SEC and OSC (Canadian) report filings, including 10-Q’s/10-K’s and investor presentation materials. The FRSA will also be responsible for various month-end corporate accounting duties, including incentive compensation and share-based awards accounting.Apply
Responsible for ensuring accounts are properly administered and act as a primary resource for other members of the team. The incumbent plays a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships, and representing Westwood Trust in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.Apply
Responsible for promoting and selling Westwood’s investment products through financial intermediaries and working closely with two Regional Vice Presidents (Senior External Wholesalers). Due to the nature of working within a small group, this position will be involved in learning and contributing to many aspects of the business.Apply
The Financial Reporting Manager is responsible for all aspects of financial reporting process. Responsible for managing certain aspects of corporate accounting to provide financial information that assists management and shareholders in making educated economic decisions about the company’s future.Apply