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WHO WE ARE
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made 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 offices in Chicago, Houston and San Francisco.
ABOUT THE ROLE
Responsible for working with advisors and clients to discuss all investment strategies (public and private). Works proactively to develop a thorough understanding of Westwood’s offerings. This position works closely with both private wealth advisors and clients to understand their financial goals and risk tolerance and will then create and implement investment plans that align with those goals.
A DAY IN THE LIFE
Client Portfolio Manager
WHAT YOU'LL NEED
WHO YOU ARE
WHAT YOU'LL GET
PHYSICAL DEMANDS
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position may require occasional travel.
This job description may be subject to change at any time.
WHAT TO EXPECT NEXT
We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.
Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Full Time
Business Services
$252k-328k (estimate)
03/30/2024
05/29/2024
wmco.net
FRANKLIN, TN
50 - 100
1971
Private
BETTY FLINKOW
$10M - $50M
Business Services