Principal Advisor, Office Leader

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.

ABOUT THE ROLE

With Clients:

The Principal Advisor combines deep family wealth expertise with business development to ensure consistent delivery of the Westwood Way and drive firm growth. As the strategic leader of client relationships, responsible for ensuring that client households' goals, values, and family dynamics are fully understood and reflected in their long-term wealth plan, the Principal Advisor orchestrates the right mix of resources across the firm and remains highly visible at key milestones—such as onboarding, major planning sessions, and family meetings. As a

People Leader:

The Houston Office Leader sets the tone for the office—modeling professionalism, collaboration, and a client-first mindset that reflects the Westwood Way. This leader promotes teamwork across offices, acts as a transformation champion, and mentors advisors to reinforce.

A DAY IN THE LIFE

• Serve as the strategic steward of client relationships, setting strategic direction for client engagements, ensuring holistic financial planning across investments, estate, tax, risk, and family culture & legacy needs that supports the family's goals.
• Collaborate with Wealth Advisors and guide support staff on client service priorities, ensuring consistent delivery of the Westwood Way
• Lead high-impact meetings (onboarding, milestone planning, family governance, estate transitions).
• Mentor and develop junior talent, building depth in client teams.
• Drive firm growth through referrals, business development, and marketplace visibility.
• Promote teamwork within and across offices, act as a transformation champion, and mentor advisors to reinforce the skills and behaviors essential to becoming a premier multi-family office.

WHAT YOU'LL NEED

• Demonstrated success in sourcing, building, and deepening relationships with ultra-high-net-worth (UHNW) families—resulting in new client engagements, expanded share of wallet, or multi-generational retention
• Demonstrated ability to lead teams, including mentoring advisors, fostering a culture of collaboration and accountability, and helping the team adopt new ways of working.
• Experience serving as an office or practice leader, ideally in a multi-location wealth management or family office environment Minimum Education Required Bachelor's degree; Economics, Finance, or related field preferred

Preferred:

JD, MBA or other advanced qualification Licenses/Certifications Required

Preferred:

CFP, JD, MBA or other advanced qualification

• Minimum Specific Experience Required
• 15+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication
• 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.

WHO YOU ARE

• You are able to build trust quickly and effectively with clients and prospective clients, internal teams, and other stakeholders.
• You are skilled at navigating family dynamics with discretion and sensitivity.
• You demonstrate presence and gravitas through your calm, steady leadership, confidence in client interactions, polished communication, and executive presence.
• You see opportunities for client growth and firm growth as interconnected, and show persistence and creativity in cultivating referrals and other growth opportunities.

WHY WESTWOOD WEALTH?

At Westwood Wealth, we are driven by a shared purpose: to provide world-class financial guidance with unwavering integrity and excellence. We believe in empowering our people to deliver meaningful impact, embrace innovation, and build long-term relationships with our clients. If you are a detail-oriented, client-focused professional who thrives in a fast-paced, high-touch environment, we invite you to apply and be part of something truly exceptional.

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 may require travel up to 25% of the time, including outside of regular business hours