Working at Westwood
Westwood’s unique culture is built on an employee ownership culture that ensures that, over time, every employee becomes a stockholder. Employees and board members owned approximately 21% of our firm as of March 2018. 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, Skype, and new collaboration rooms such as the Idea Lab are examples of how we foster teamwork at Westwood.
Employee engagement is also vital to our success. In 2016, we solicited input from every employee in our company on the top goals for our firm, which were then solidified by senior executives and our board of directors. An internal scorecard is used to track progress against our goals, providing greater transparency in our goal setting and greater accountability.
Community involvement, a cornerstone of our culture, also drives engagement and makes employees proud to work at Westwood.
Responsible for leading the sale of the firm’s mutual funds. This is a hands-on sales management position which requires in depth sales experiences with multiple channels and the ability to lead a sales team including internal and external wholesalers, a national accounts Director and the ability to develop marketing initiatives designed to build sales momentum.Apply
Responsible for supporting the investment research process and following the direction of portfolio managers and senior analysts. This includes working on specific assignments such as company due diligence and financial modeling. This position is a starting point within research, with an emphasis on basic research support.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
This position will perform bottom-up fundamental equity research with a focus on banking and another unrelated sector, for the purpose of making buy and hold recommendations across market capitalization ranges. This position is responsible for participating in research groups and other team-based projects and resides within Westwood’s US Value Team.Apply
The Wealth and Investment Advisor is responsible for supporting and growing a successful line of business by leveraging Westwood Advisor’s approved product line of investments and services. This includes setting the strategic approach to expand and secure new business and focus on the partnership with the advisor clients of our referral programs.Apply
As the main point of contact for assigned clients, this position in responsible for communicating with clients daily, providing advice on budgeting, cash flows, tax planning strategies, estate/insurance issues, identifying investment goals/retirement planning needs. Partners with Trust Officers, Financial Advisors and staff to administer and manage our clients’ accounts.Apply
Responsible for support of Westwood’s Institutional Sales & Client Service development efforts. Interact in a professional and timely manner with institutional clients, consultants, and other financial professionals. This includes timely completion of information requests and assistance with problem resolution. Support the efforts of our senior sales and client service professionals via the creation of all materials for current and potential clients.Apply
This position is responsible for completion of client and prospect materials. This position will work with our client service team, performance team, and compliance team to ensure accurate and approved data is available to internal and external clients.Apply
The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 1.877.FUND.WHG (1.877.386.3944). Please read the prospectus carefully before investing.
Mutual fund investing involves risk, including the possible loss of principal.