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.
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.Apply
This position is responsible for building and maintaining detailed statistical studies and analytical investment research. This includes analyzing various financial and economic data and performing statistical testing analysis, programming and cleaning/managing data. This includes building and maintaining detailed Bloomberg and Excel analytical spreadsheets, financial models and thoughtful valuation work.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
This position is responsible for supporting the product marketing strategy that is aligned to support Westwood’s go-to-market initiatives. The product role will support the product management and marketing effort for institutional investors, mutual funds and private wealth investors. The associate will utilize market research, competitive analysis, industry intelligence, as well as internal and external networking to support sales and sustain a competitive advantage for Westwood products.Apply
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 Wealth Management in the community through membership in professional associations and cultural organizations and engaging in other activities to generate prospective client leads.Apply
Responsible for supporting the execution of a cohesive marketing strategy across multiple marketing channels as well as corporate initiatives for a range of investor audiences across various forms of media. Includes digital functions including social media, editorial planning and publishing, PR, advertising and branding administration duties.
Mission of the Marketing and Product Management Team: To plan, develop and execute the firm’s “Go-2-Market” strategy ensuring a consistent client experience both visually and operationally to drive sales growth.Apply
Responsible for delivering exceptional client service to clients regarding their investment goals and retirement planning needs. Partner with Trust Officers, Relationship Managers, Financial Advisors and staff to administer and manage our clients’ accounts. This includes assisting Trust Officers, Investment and Operations in administering client accounts by completing specific administrative tasks including communication with clients, attorneys, CPA’s and third-party organizations, as well as support in completing back-office department functions.Apply
The Portfolio Analyst is a critical team member and facilitator in support of the Select Equity Portfolio Managers. This position is responsible for preparing trading programs based on guidance from the Select Equity Portfolio Managers as well as preparing detailed investment proposals for prospective clients of Westwood Wealth Management.Apply
Responsible for promoting and selling Westwood’s investment products through financial intermediaries within the Southeast region. This includes developing and maintaining close relationships with financial advisors. This position plays a key role in growing and retaining assets under management.Apply
Responsible for promoting and selling Westwood’s investment products through financial intermediaries within the Mid-Atlantic region. This includes developing and maintaining close relationships with financial advisors. This position plays a key role in growing and retaining assets under management.Apply