Westwood Holdings Group
Westwood Holdings Group Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers disability insurance
Offers charitable contribution matching
Offers company equity
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers generous parental leave
Company Culture
Provides commuter benefits
Provides a mobile phone discount
Provides free snacks and drinks
Utilizes a flexible work schedule
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Offers paid volunteer time
Provides paid sick days
Career Growth + Development
Job training & conferences
Provides tuition assistance
Recently posted jobs
Fintech
The Wealth Advisor (Vice President) serves UHNW clients by managing communication, overseeing wealth planning, mentoring junior staff, and ensuring coordinated service delivery.
Fintech
Leads sophisticated wealth planning for high-net-worth and ultra-high-net-worth clients, covering estate, tax, retirement, philanthropy, risk, wealth transfer, executive compensation, and business-owner needs. Oversees the trust-company compliance program, regulatory examinations, audits, investigations, remediation, policies, and controls. Manages fiduciary and tax compliance leadership, coordinates planning and fiduciary teams, mentors advisors, and develops client and internal education.
Fintech
Serves as a strategic HR advisor and coach to leaders on employee relations, hiring, onboarding, performance management, policy interpretation, investigations, compliance, learning and development, and organizational strategy. Leads internship and temporary hiring programs, supports the full hire-to-retire lifecycle, analyzes HR data, and advances diversity, inclusion, and process-improvement initiatives across company locations.
