Senior Wealth Associate

Houston
10000 Memorial Drive
Suite 650
Houston, TX 77024, USA

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 Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting planning and project execution, and ensuring accuracy and timeliness in deliverables.

• Acts as a strategic partner to advisors, anticipating client needs and serving as a key liaison between team members
• Prepares for potential transition into a Wealth Advisor role

• Drives meeting preparation and ensures follow-through on client commitments
• Leads creation of complex analysis, modeling and client deliverables (including balance sheets, financial plans, estate flowcharts, and portfolio reporting and recommendations)
• Provides behind-the-scenes support for client meetings, including preparation, note-taking and follow-up actions

• Drives detailed analysis and planning support for Wealth Advisors and Principal Advisors
• Executes trades and adjusts allocations as needed when raising cash, ensuring high degree of accuracy and alignment with client portfolios
• Conducts annual reviews of unique asset holdings, updating cost basis and market value as required, providing clients with accurate and timely information

• Owns recurring processes of performance reporting and investment documentation
• Independently manages complex asset allocation updates and leverages deep knowledge of platform investment managers to produce high quality recommendations and client reports with minimal oversight
• Administers alternative investments, including processing new investments, coordinating subscription paperwork, and tracking/confirming capital calls and fund activity to ensure accurate portfolio management

• Mentors Junior and Mid-Level Wealth Associates and sets standards for operational excellence
• Recognizes when to take initiative independently and when to bring in team members for collaborative problem solving

• Supports advanced business development activities, produces advisor level materials and continues progressing toward advisory competencies

• Bachelor's degree in financial planning, finance or related field preferred
• CFP in progress preferred

• 5+ years of experience in a client service organization; trust or investment management experience preferred
• 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.

• You are a highly motivated, proactive team player and willing to assist in all tasks.
• You demonstrate exceptional attention to detail, quickly bringing potential issues to the team's attention.
• You leverage technology to execute effectively and are always ready to adapt to new processes.
• You are an ultra-collaborative problem solver who…