Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 2026, employees and board members own approximately 42% 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.
The Wealth Advisor (Vice President) operates as part of a four‑person client team intentionally designed to deliver coordinated, deeply personalized service and continuity to UHNW families. Serving as the primary day‑to‑day contact for client households, Wealth Advisors ensure clients feel supported and cared for across all aspects of their relationship with the firm. This role manages communication with clients and their other advisors (tax, estate, etc.), coordinates deliverables, and ensures client requests and needs are addressed promptly.
ApplyThe Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.
ApplyThe Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting planning and project execution, and ensuring accuracy and timeliness in deliverables.
ApplyThe Product Marketing Associate is responsible for supporting the execution and maintenance of Westwood’s marketing materials and content management processes. This role is responsible for coordinating monthly and quarterly marketing production updates, ensuring materials remain accurate, compliant, and up to date. Working closely with Compliance, Distribution, and other business partners, the associate supports product launches, marketing campaigns, content management initiatives, and quality control processes. The role also provides operational support to the broader Marketing Services team through cross-training, special projects, and ongoing process improvement efforts.
ApplyThe Product Manager supports the strategic development and execution of product initiatives across Westwood’s investment product offerings. This role bridges product management, market research and cross-functional collaboration to support distribution across institutional, intermediary and private wealth channels. The incumbent requires strong financial writing skills, including the ability to translate investment strategy, performance drivers, market context and product attributes into clear, compliant, client-ready content. Success requires a solid understanding of investment vehicle structures, financial markets, and product commercialization.
ApplyThe SVP, Senior Director Wealth Strategist & Fiduciary Services serves as a trusted technical expert for high-net-worth and ultra-high-net-worth clients and prospects. In close collaboration with internal teams and external advisors, this role designs and delivers sophisticated, strategic wealth solutions aligned with family and business goals. The ideal candidate brings initiative, accountability, discretion, and a proactive approach to every engagement. In addition to client-facing work, this role leads the firm’s fiduciary practice – setting policies and standards, chairing the trust and fiduciary committee, overseeing the fiduciary team, and serving as the firm’s senior internal authority on fiduciary matters.
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