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 2019, employees and board members own approximately 21% 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.





Available Positions

Financial Reporting Senior Accountant

Dallas

The Financial Reporting Senior Accountant will be responsible for preparing and maintaining the company’s public SEC and OSC (Canadian) report filings, including 10-Q’s/10-K’s and investor presentation materials. The FRSA will also be responsible for various month-end corporate accounting duties, including incentive compensation and share-based awards accounting.

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Internal Wholesaler

Dallas

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.

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Financial Planning Specialist

Houston

Support Private Wealth Advisors with their financial planning engagements by completing comprehensive financial plans, annual updates and client-requested financial analysis. Planning areas will include but are not limited to financial statements, risk management, employee benefits, investments, income tax, retirement, along with trust and estate planning.

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VP, Private Wealth Advisor

Houston

Responsible for ensuring accounts are properly administered and act as a primary resource for other members of the team. The incumbent plays 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 network clients to obtain key referral sources.

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