Jobs at Westwood Holdings Group

The Senior Regional Advisor Consultant promotes and sells investment products through financial intermediaries, mentors junior team members, and maintains client relationships to drive sales goals.

Manage and support investment product lifecycle: monitor performance, coordinate launches, conduct market and competitive research, draft compliant product content, support RFPs/DDQs, and collaborate across sales, portfolio management, compliance, and marketing.

Support production and maintenance of marketing materials and content management. Coordinate monthly/quarterly updates, compliance review workflows, CRM and reporting support, assist product launches, and drive process improvements and cross-trained team coverage.

The Wealth Advisor (Vice President) serves UHNW clients by managing communication, overseeing wealth planning, mentoring junior staff, and ensuring coordinated service delivery.

Support advisors for UHNW clients by preparing client materials, financial plans, estate charts and portfolio reports; perform analysis, execute trades, administer alternative investments, manage reporting, mentor junior staff, and support business development.