Product Marketing Associate

Posted Yesterday
Be an Early Applicant
Dallas, TX, USA
Hybrid
Entry level
Fintech
The Role
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.
Summary Generated by Built In

WHO WE ARE 

Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood’s client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors’ short and long-term needs.​ 

Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values—integrity, reliability, responsiveness, adaptability, flexibility and collaboration—and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com.  Based in Dallas, Westwood also maintains offices in Chicago and Houston.    

ABOUT THE ROLE

The Product Marketing Associate is responsible for supporting the execution and maintenance of Westwood's marketing materials and content management processes. This role is responsible for coordinating monthly and quarterly marketing production updates, ensuring materials remain accurate, compliant, and up to date. Working closely with Compliance, Distribution, and other business partners, the associate supports product launches, marketing campaigns, content management initiatives, and quality control processes. The role also provides operational support to the broader Marketing Services team through cross-training, special projects, and ongoing process improvement efforts.

A DAY IN THE LIFE

  • Monthly and Quarterly Marketing Production Updates – Prepare and update monthly and quarterly marketing materials for Westwood's Distribution team, including presentations, fact sheets, commentaries, and other client-facing collateral. Coordinate updates to holdings, performance, disclosures, and other recurring content elements. Work with internal business partners to resolve production issues and ensure materials are accurate, compliant, and delivered on schedule.
  • Content Management and Compliance Coordination – Maintain approved marketing materials within Seismic and support ongoing content management initiatives. Coordinate review and approval workflows with Compliance and maintain organized archives of approved marketing materials and supporting content.
  • Analytics, Automation, and Process Improvement – Assist with CRM support, marketing reporting, and other team initiatives. Support process improvement efforts through the use of analytics, AI, automation tools, and operational best practices.
  • Cross-Training and Team Support – Participate in cross-training activities to provide backup coverage across Marketing Services functions. Support special projects and assist the team with departmental priorities and workload demands as needed.

WHAT YOU'LL NEED

 Minimum Education Required

  • Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
  • Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
  • Minimum Education Required
    • Bachelor’s degree in Business, Finance, Economics or similar field
  • Minimum Specific Experience Required
    • 0-3 years 

WHO YOU ARE

  • Knowledge of fundamental investment principles, concepts, and terminology
  • Strong analytical, organizational and time management skills; Excellent at prioritizing, using time effectively and meeting deadlines.
  • Able to adapt to changes in the work environment and flexible with competing demands.
  • Able to work collaboratively in a team environment
  • Able to work in a very fast paced environment with substantial/demanding workload.
  • Proficiency with Microsoft Office (PowerPoint, Excel, Word, Publisher) required.
  • Ability to handle sensitive information with absolute confidentiality and professionalism.

WHAT YOU'LL GET 

  • Competitive salary, benefits and 401K company match that vests immediately upon participation. 
  • Parental leave & PTO policy.
  • Collaborative, dynamic work environment with a fast-paced, mission driven company.

    Physical Demands

    The physical demands required to perform the essential duties successfully are consistent with a professional office environment.

    Travel

    This position does not generally require travel outside of the local business area. Most travel is within the local area and may be outside of normal work hours.


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Skills Required

    • Unrestricted authorization to work in the United States; no visa sponsorship available
    • Minimum 18 years of age
    • Bachelor's degree in Business, Finance, Economics or similar field
    • 0-3 years of relevant experience
    • Knowledge of fundamental investment principles, concepts, and terminology
    • Proficiency with Microsoft Office (PowerPoint, Excel, Word, Publisher)
    • Experience with Seismic and CRM systems / content management
    • Strong analytical, organizational, and time management skills
    • Ability to handle sensitive information with confidentiality and professionalism
    • Ability to adapt to a fast-paced environment, work collaboratively, and support cross-training
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    The Company
    HQ: Dallas, TX
    140 Employees
    Year Founded: 1983

    What We Do

    Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in two distinct investment capabilities: U.S. Value Equity and Multi-Asset, available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains an office in Houston.

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