Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 1, 2023, employees and board members own approximately 28% 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.
This position consists of tax work, interfacing with clients and advisors as our Wealth teams prepare and comment on clients tax inquiries, preparation and review of common fund accounting methodology, and performing oversight into the IRA and Pension accounts. This role is both client facing and internally focused.
ApplyResponsible for assisting the CCO and VP, Compliance Officer in managing the firm’s compliance programs including, drafting, implementing, monitoring and testing compliance policies and procedures; reviewing and editing communications materials; monitoring vendor due diligence; prepare internal and external compliance certifications; serve as back-up for monitoring and testing trade compliance for firm trading, as well as monitoring and enforcing Code of Ethics compliance.
ApplyThe Trust Operations Officer is responsible for providing oversight and support of all day-to-day operational activities within the Trust Operations team. Activities include establishing procedures and guidelines to ensure timely and accurate posting for 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. Responsible for identifying and resolving issues in a timely manner as well as training and developing Trust Operations team members.
ApplyThis position will 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, benefits, insurance analysis, philanthropic planning, investments, income tax, retirement, along with trust and estate planning.
ApplyResponsible for partnering with 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 Wealth Management offices. This includes assisting Private Wealth Advisors, Financial Planners and Operations in administering clients trusts and investments. This position will have direct contact via telephone and e-mail with clients, attorneys and CPAs.
ApplyThis position will 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, benefits, insurance analysis, philanthropic planning, investments, income tax, retirement, along with trust and estate planning.
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