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 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.
The Portfolio Analyst is responsible for the administration of investment strategies for clients of Westwood Wealth Management – Houston, as well as management of Westwood’s Select strategy across all Wealth Management accounts. This position works closely with relationship officers and the investment research teams throughout Westwood to determine suitable investments for prospective and existing clients and manages the execution of approved investment plans.Apply
Responsible for the design and management of the company’s compensation and benefits programs. Assist with the development and implementation of the performance management platform. This position will work closely with internal and external vendors to facilitate and implement policies and practices in support of the company’s business plans.Apply
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.Apply
Plan, develop and execute a consistent experience for clients, prospects, COIs and other external constituents as well as employees, both visually and operationally to build the brand, ensure consistent communications and promote the firm and our Wealth Management business.Apply
Responsible for partnering with Wealth Officers, Advisors and Client Advocates to support and address the needs and service issues of clients in order to cultivate existing and prospective client relationships for the Dallas Wealth Management office.Apply
The Senior Financial Planning and Analysis will be responsible for preparing, maintaining and presenting the company’s budgets and forecasts on a monthly and quarterly basis. In addition, this role will develop and maintain fair value models to assist with annual impairment analyses of intangible assets and similar. This role will also support executive management in the analysis of corporate initiatives and capital deployment.Apply
Responsible for partnering with 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 and 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.Apply
Responsible for partnering with team members to support and address the needs and service issues of high net worth clients in order to cultivate existing and prospective client relationships for the Houston Wealth Management office. 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.Apply