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 2020, employees and board members own approximately 20% 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

Marketing Associate

Dallas

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.

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Client Associate

Dallas

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.

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Senior Financial Planning & Analysis

Dallas

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.

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Client Advocate

Dallas

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.

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Client Advocate

Houston

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.

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