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

Junior Trade Specialist

Dallas

Responsible for assisting in the trading of Wealth Management client accounts for the Dallas office and the development of model asset allocations.

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Portfolio Management Assistant

Houston

Responsible for assisting Investments staff in administration of client accounts. Analyze and monitor asset allocation for accounts and make recommendations to ensure accounts are fully invested. The Portfolio Assistant will be the primary point of contact for client reporting requests.

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Client Associate

Houston

The Client Associate will assist our Houston Client Advocates and Trust Officers in meeting our clients’ needs on a daily basis by providing superior customer support.

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Total Rewards Manager

Dallas

Responsible for the design and management of the company’s compensation and benefits programs. Assists with the design and management of the performance management platform. The incumbent partners with internal and external vendors to facilitate and implement policies and practices in support of the company’s business plans.

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VP, Partner Relations Advisor

Dallas

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 Dallas 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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