Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 1, 2023, employees and board members own approximately 28% of our firm. 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, Microsoft Teams, and new collaboration rooms, such as the Idea Lab, are examples of how we foster teamwork at Westwood.
Employee engagement is vital to our success. In order to give employees a platform to voice feedback, we solicit input from every employee in our company on the top goals for our firm, which is then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency and accountability in our goal setting.
Community involvement, a cornerstone of our culture, drives engagement and makes employees proud to work at Westwood.
Responsible for support of Westwood’s Institutional Sales & Client Service development efforts, promoting and communicating Westwood’s capabilities, products and services and thought leadership to global Investment Consulting firms, Clients, and Plan Sponsors. This role is responsible for relationship support with potential prospects, consulting firms and clients, serving as primary point of contact for consultant and client inquiries. This role is in charge of tracking and executing on the firm’s consultant relations strategy and interacting in a professional and timely manner with institutional clients, consultants, and other financial professionals. This includes timely completion of information requests and assistance with problem resolution. Responsible for supporting the efforts of our senior sales and client service professionals via the creation of all materials for current and potential clients.
ApplyThe Portfolio Analyst is a critical team member and facilitator in support of the Wealth Portfolio Managers.
This position is responsible for preparing trading programs based on guidance from the Wealth PMs,
performance reports, as well as preparing detailed investment proposals for prospective clients of
Westwood Wealth Management.
Responsible for support of Westwood’s Client Service & Sales development efforts as it relates to the institutional wealth management team. Interact independently in a professional and timely manner with institutional clients, consultants, and other financial professionals. This includes timely completion of information requests and assistance with problem resolution independently. Supports the efforts of our senior sales and client service professionals via the independent creation of all materials for current and potential clients. All responsibilities are expected to be performance at a Senior Level with minimal instruction and supervision.
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Responsible for managing client portfolios. Responsible for conducting securities research. Responsible
for participating in research groups. Responsible for participating in client and prospect meetings and
calls. Responsible for mentoring and coaching less experienced personnel. Other specific tasks as
needed.
Westwood Holdings Group has an exciting opportunity for a college student looking to develop their human resources knowledge and experience in a fast-paced, corporate environment that offers you a chance to learn and develop key HR skills while contributing to a positive company culture. The intern will assist the Human Capital Department with a wide variety of human resource projects related to compliance, data and analytics, diversity and inclusion, employee communication, HRIS, recruiting, talent management, training and development, benefits and compensation. This role is in-person and is located in our Dallas office. The hours are part-time with an opportunity to go full-time during the summer.
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