Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 2025, employees and board members own approximately 33% 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.
At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and attentiveness.
As a Wealth Portfolio Manager, you are a strategic partner to advisors and their high-net-worth clients, serving as an expert in portfolio construction and investment strategy. You will design and manage personalized investment solutions that align with clients’ goals, values, and risk tolerance, while supporting advisors in delivering holistic wealth management. Your deep understanding of capital markets, public and private investment vehicles, and financial planning integration ensures that each portfolio reflects best-in-class thinking—delivered with care and professionalism.
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At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and attentiveness. We are driven by a shared purpose: to provide world-class holistic wealth management with unwavering integrity and excellence. We believe in empowering our people to deliver meaningful impact, embrace innovation, and build long-term relationships with our clients.
As a Wealth Administrator, you are responsible for partnering with the team members to support and address the needs and service issues of our clients and consultants in order to cultivate existing and prospective client relationships for Westwood’s Wealth Management offices. This includes assisting Private Wealth Advisors, Financial Planners and Operations in administering clients trusts and investments. The incumbent will have direct contact via telephone and e-mail with clients, attorneys and CPAs.
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