Working at Westwood

Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. As of March 2021, employees and board members own approximately 19% 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 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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AVP, Senior Client Advocate

Houston

Responsible for partnering with the team members to support and address the needs and service issues of high-net-worth clients to cultivate existing and prospective client relationships for the Houston Wealth Management office.   This includes assisting Private Wealth Advisors, Financial Planners, Trust Advisors, Investments and Operations in administering client’s trusts and investments.  This position will have direct contact via telephone and e-mail with clients, attorneys, and CPAs.

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Trust Operations Analyst

Dallas

The Trust Operations Analyst is responsible for assisting in the day-to-day operational activities using established procedures and guidelines to identify and resolve issues in a timely manner, including the processing of transactions and performing other tasks under the direct supervision of the Trust Operations Officer.  Responsibilities may include processing of an assigned set of daily accounting tasks related to cash disbursements, asset movement and control, income posting, fees processing, cash and custody balancing, records retention and common fund trading.

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Advanced Trust Operations Analyst

Dallas

The Advanced Trust Operations Analyst is responsible for handling the day-to-day operational activities using established procedures and guidelines to identify and resolve issues in a timely manner, including the processing of transactions and performing other tasks under the direct supervision of the Trust Operations Officer. Responsibilities may include processing and oversight of an assigned set of daily accounting tasks related to cash disbursements, asset movement and control, income posting, fees processing, cash and custody balancing, records retention and common fund trading as well as review and approvals on other team members work product.

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Client Associate

Houston

Provides administrative support to one or more Senior Executives.  Works independently on a wide range of complex and confidential administrative and clerical support duties. Requires excellent communication and interpersonal skills as well as the ability to interact with a wide range of internal colleagues and external clients/contacts. Requires knowledge of Westwood’s policies and procedures. May assist with others in administrative roles.

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Client Advocate

Dallas

Our Dallas location is seeking a Client Advocate to join our Wealth team.  In this position, you will assist our Dallas Trust Officers in meeting our clients’ needs on a daily basis by providing superior customer support.

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VP, Private Wealth 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 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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