Product Marketing Associate

WHO WE ARE 

Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood’s client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors’ short and long-term needs.​ 

Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values—integrity, reliability, responsiveness, adaptability, flexibility and collaboration—and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com.  Based in Dallas, Westwood also maintains offices in Chicago and Houston.    

ABOUT THE ROLE

The Product Marketing Associate is responsible for supporting the execution and maintenance of Westwood's marketing materials and content management processes. This role is responsible for coordinating monthly and quarterly marketing production updates, ensuring materials remain accurate, compliant, and up to date. Working closely with Compliance, Distribution, and other business partners, the associate supports product launches, marketing campaigns, content management initiatives, and quality control processes. The role also provides operational support to the broader Marketing Services team through cross-training, special projects, and ongoing process improvement efforts.

A DAY IN THE LIFE

• Monthly and Quarterly Marketing Production Updates – Prepare and update monthly and quarterly marketing materials for Westwood's Distribution team, including presentations, fact sheets, commentaries, and other client-facing collateral. Coordinate updates to holdings, performance, disclosures, and other recurring content elements. Work with internal business partners to resolve production issues and ensure materials are accurate, compliant, and delivered on schedule.


• Content Management and Compliance Coordination – Maintain approved marketing materials within Seismic and support ongoing content management initiatives. Coordinate review and approval workflows with Compliance and maintain organized archives of approved marketing materials and supporting content.


• Analytics, Automation, and Process Improvement – Assist with CRM support, marketing reporting, and other team initiatives. Support process improvement efforts through the use of analytics, AI, automation tools, and operational best practices.


• Cross-Training and Team Support – Participate in cross-training activities to provide backup coverage across Marketing Services functions. Support special projects and assist the team with departmental priorities and workload demands as needed.

WHAT YOU'LL NEED

 Minimum Education Required

• 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.


• Minimum Education Required
  
  
  
  • Bachelor’s degree in Business, Finance, Economics or similar field
  
  
  
  


• Minimum Specific Experience Required
  
  
  
  • 0-3 years 
  
  
  
  

WHO YOU ARE

• Knowledge of fundamental investment principles, concepts, and terminology


• Strong analytical, organizational and time management skills; Excellent at prioritizing, using time effectively and meeting deadlines.


• Able to adapt to changes in the work environment and flexible with competing demands.


• Able to work collaboratively in a team environment


• Able to work in a very fast paced environment with substantial/demanding workload.


• Proficiency with Microsoft Office (PowerPoint, Excel, Word, Publisher) required.


• Ability to handle sensitive information with absolute confidentiality and professionalism.

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 does not generally require travel outside of the local business area. Most travel is within the local area and may be outside of normal work hours.