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.
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
The Wealth and Investment Advisor is responsible for supporting and growing a successful line of business by leveraging Westwood Advisor’s approved product line of investments and services. This includes setting the strategic approach to expand and secure new business and focus on the partnership with the advisor clients of our referral programs.Apply
The position has primary responsibility for the accumulation of the accounting information supporting the production of financial statements and internal controls reports for 33 common funds for the Trust Company subsidiary as well as the production of the annual budget and quarterly forecasts for 10 business units. In addition, this position will be responsible for the production of the quarterly Trust Call Report, providing support to the Accounting and Finance team and other special projects.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
The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.
Mutual fund investing involves risk, including the possible loss of principal.