VP, Private Wealth Advisor - Westwood, United States - Westwood Holdings Group

Description

Westwood Management Corp. is a focused investment management boutique offering high-conviction equity and outcome-oriented solutions.

Our investment services can address a wide range of investment objectives and challenges for institutional investors, financial intermediaries and private clients.

Westwood has two distinct investment capabilities in U.S. Value Equity and Multi-Asset. Based in Dallas, Westwood also maintains an office in Houston.

We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients.

ABOUT THE ROLE
Responsible for ensuring accounts are properly administered and act as a primary resource for other members of the team.

This position plays a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships, and representing Westwood Wealth Management in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.

A DAY IN THE LIFE
Business Development
Produce new business to achieve annual growth objectives
Meet and exceed the established performance expectations and standards for success
Manage the sales process for complex, high potential transactions to develop new business
Develop relationships with centers of influence, such as CPAs and Estate Planning Attorneys
Client Relations and Account Leadership
Cultivate client relationships to create high client retention rates by providing each client with valuable service offerings, competitive investment processes and performance and by fulfilling the role of trusted advisor
Identify opportunities within the community; leads informational and educational seminars designed to build awareness of targeted groups about Westwood's services; attend company sponsored charity events
Conduct complex financial presentations to current, new and prospective clients highlighting Westwood's investment strategy, account performance and new products
Perform ongoing account reviews of asset allocation models, request re-balancing to targets and review of required account documentation
Competently facilitate financial planning discussions and deliver goals-based planning output to clients
Ensure competency with CRM system and properly maintain all records

WHAT YOU'LL NEED
Bachelor's degree in Business, Finance or similar field; post graduate degree preferred
Licenses/Certifications Required
J.D, CFP, or CFA preferred

Minimum Specific Experience Required:
10+ years or more of experience in financial & publicly traded markets including demonstrated sales success. Significant experience working within a trust department preferred.

WHO YOU ARE
A professional of unquestionable integrity, credibility, and character who has demonstrated high moral and ethical behavior
Track record of success in generating leads, prospecting for opportunities, networking for introductions and ultimately close a significant amount of new business
Able to articulate a thorough understanding of target market for investment management services
An expert communicator with superior presentation, time management and organization skills
A strong community presence with an established network of personal and business contacts

WHAT YOU'LL GET
Competitive Salary, benefits and 401K company match that vests immediately upon participation.
Parental leave & PTO policy.
Collaborative, dynamic work environment within a fast-paced, mission-driven company.

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

TRAVEL
This position requires travel. Most travel is within the local area and may be outside of normal work hours.
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.
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 c)

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