Working at Westwood
Westwood’s unique culture is built on employee ownership which ensures that, over time, every employee becomes a stockholder. As of March 2020, employees and board members own approximately 20% 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.
In the role of VP, Private Wealth Advisor, you will be responsible for ensuring accounts are properly administered and act as a primary resource for other members of the team. This person will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships, and representing Westwood Trust in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.Apply
Responsible for partnering with the team members to support and address the needs and service requirements of our clients and consultants in order to cultivate existing and prospective client relationships for Westwood’s Wealth Management offices. This position will be responsible for assisting Relationship Managers, Investments and Operations in administering client accounts. This role will have direct contact with clients, plan administrators, attorneys and CPAs.Apply
Responsible for the day-to-day resolution of complex problems and the execution of complex transactions and performs similar tasks for personal trust accounts, employee benefit plans, IRAs, and agency accounts under the supervision of the Head of Trust Operations. Responsibilities include processing of an assigned set of complex accounting tasks related to fee processing, client tax reporting, review and approval of work performed by other Operations Analysts in areas of cash disbursements, asset movement and control, income posting and cash and custody balancing.Apply