Working at Westwood
Westwood’s unique culture is built on an entrepreneurial mindset which encourages employees to become stockholders. *As of March 2026, employees and board members own approximately 42% 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 Wealth Advisor (Vice President) operates as part of a four‑person client team intentionally designed to deliver coordinated, deeply personalized service and continuity to UHNW families. Serving as the primary day‑to‑day contact for client households, Wealth Advisors ensure clients feel supported and cared for across all aspects of their relationship with the firm. This role manages communication with clients and their other advisors (tax, estate, etc.), coordinates deliverables, and ensures client requests and needs are addressed promptly.
ApplyThe Senior Regional Advisor Consultant role is responsible for promoting and selling Westwood’s investment products through financial intermediaries and working closely with several Senior Divisional Consultants (Senior External Wholesalers). Due to the nature of working within a small group, this position involves learning and contributing to many aspects of the business. In this Senior role, you will be responsible for mentoring more junior members of the team.
ApplyThe Senior Trust Operations Analyst is responsible for handling more complex transactions for 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.
ApplyThe 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.
ApplyThe Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.
ApplyThe Principal Advisor combines deep family wealth expertise with business development to ensure consistent delivery of the Westwood Way and drive firm growth. As the strategic leader of client relationships, responsible for ensuring that client households’ goals, values, and family dynamics are fully understood and reflected in their long-term wealth plan. The Principal Advisor orchestrates the right mix of resources across the firm and remains highly visible at key milestones—such as onboarding, major planning sessions, and family meetings. The Office Leader sets the tone for the office—modeling professionalism, collaboration, and a client-first mindset that reflects the Westwood Way. This leader promotes teamwork, acts as a transformation champion, and mentors advisors to reinforce.
ApplyThe Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting planning and project execution, and ensuring accuracy and timeliness in deliverables.
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