SVP, Senior Director Wealth Strategist & Fiduciary Services

SVP, Senior Director Wealth Strategist & Fiduciary Services

Job Category: Westwood

Requisition Number: SVPSE
001283

• Posted :
  August 11, 2026
• Full-Time
• Hybrid

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WHO WE ARE

Founded in 1983, Westwood 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, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles.

Westwood trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago and Houston.

At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized.

The SVP, Senior Director Wealth Strategist & Fiduciary Services serves as a trusted technical expert for high-net-worth and ultra-high-net-worth clients and prospects. In close collaboration with internal teams and external advisors, this role designs and delivers sophisticated, strategic wealth solutions aligned with family and business goals. The ideal candidate brings initiative, accountability, discretion, and a proactive approach to every engagement. In addition to client-facing work, this role leads the firm’s fiduciary practice - setting policies and standards, chairing the trust and fiduciary committee, overseeing the fiduciary team, and serving as the firm’s senior internal authority on fiduciary matters.

• Lead the firm’s fiduciary practice; oversee the work, performance, and professional development of fiduciary team members.
• Chair the firm’s trust and fiduciary committees, guiding decisions on discretionary distributions, complex administration matters, and beneficiary issues.
• Establish, maintain, and continuously improve fiduciary policies, procedures, and risk-management frameworks across the firm; ensure staff training on policy updates and compliance standards.
• Partner with compliance, legal, and operations to ensure adherence to applicable trust law, regulatory requirements, and firm standards.
• Serve as the senior internal authority and escalation point on sensitive trust administration, discretionary distribution, and beneficiary matters.
• Mentor and develop colleagues on fiduciary best practices; represent the firm externally on fiduciary topics with clients, professional advisors, and industry forums.
• Serve as primary point of contact with regulators and external auditors.
• Draft form client agreements and other documents impacting the firm’s fiduciary services.
• Serve as the firm’s fiduciary subject-matter expert in litigation matters in support of the firm’s counsel
• Assist with the wealth planning process from start to finish, ensuring seamless collaboration across client teams.
• Analyze and summarize estate plans to aid client understanding and uncover opportunities for optimization and tax efficiency using advanced trust and wealth transfer strategies.
• Bring understanding of succession, exit, philanthropic, retirement, and risk management planning.
• Use estate planning and AI tools to model strategies and illustrate outcomes.
• Prepare high-quality client materials, including comprehensive summaries and actionable recommendations.
• Coo…