Product Manager

Westwood Holdings Group; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

401K with company match

Collaborative work environment

Job summary

Westwood Holdings Group, Inc. in Dallas is seeking a Product Manager to support strategic product initiatives across investment offerings.

You will bridge product management, market research and cross-functional collaboration to support distribution across institutional, intermediary and private wealth clients. The role requires strong financial writing and the ability to translate investment strategy, performance drivers and market developments into clear client-ready narratives.

Qualifications

• Bachelor’s degree in business, finance, marketing or economics required.
• Series 7 and 63 licenses preferred; strong financial fluency a must.
• Minimum 5+ years in investment product management, financial services or related field.
• Ability to translate investment concepts into client-ready content.

Responsibilities

• Support development and execution of investment product initiatives across offerings.
• Prepare investor-facing commentary, fund updates and market content for multiple audiences.
• Coordinate with sales, compliance, digital and portfolio management for launches.
• Assist with RFPs, DDQs and central content repository maintenance.

Skills

Investment knowledge

Written communication

Cross-functional collaboration

Analytical skills

Education

Bachelor's degree in business, finance, marketing or economics

Licenses: Series 7 and 63 (preferred)

Tools

Morningstar Direct

Bloomberg Terminal

FactSet

Seismic

Salesforce

Job description

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 Manager supports the strategic development and execution of product initiatives across Westwood’s investment product offerings. This role bridges product management, market research and cross-functional collaboration to support distribution across institutional, intermediary and private wealth channels. The incumbent requires strong financial writing skills, including the ability to translate investment strategy, performance drivers, market context and product attributes into clear, compliant, client-ready content. Success requires a solid understanding of investment vehicle structures, financial markets, and product commercialization.

A DAY IN THE LIFE

Product Management Support

• Assist in the monitoring and management of existing investment products, including tracking performance metrics and preparing regular reporting for internal stakeholders.
• Coordinate with portfolio management, operations and compliance to ensure product accuracy and regulatory alignment.
• Support the launch of new investment vehicles by coordinating across internal teams and ensuring readiness for distribution.

Market Insights and Competitive Analysis

• Conduct ongoing research on market trends, competitor offerings and investor demand to inform product positioning and strategy.
• Monitor product performance across peer groups and market environments.
• Synthesize findings into recommendations for the product team and senior leadership.

Financial Writing, Marketing and Content Support

• Draft and edit investment product commentary, fund updates, product positioning, advisor-facing materials and market-related content.
• Translate portfolio management insights, performance attribution and market developments into clear narratives for institutional, intermediary and private wealth audiences.
• Ensure all written materials are accurate, concise, compliant and aligned with firm voice and investment positioning.
• Coordinate with marketing and compliance to facilitate timely reviews and approvals of product-related materials.

Cross-Functional Collaboration

• Partner with sales, compliance, digital and portfolio management teams to support product rollouts and ongoing initiatives.
• Coordinate timely and compliant delivery of materials across internal and external distribution channels.
• Participate in campaign planning and execution alongside marketing and sales teams.

RFP and Due Diligence Support

• Contribute to the development and maintenance of investment product content for RFPs and DDQs, ensuring responses are accurate and aligned with commercial and compliance standards.
• Help maintain a centralized repository of product content for use by the sales team.

WHAT YOU'LL NEED

• 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.
• Bachelor’s degree in business, finance, marketing or economics required.
• Licenses/Certifications Required
  • Series 7 and 63 licenses preferred.
• Minimum Specific Experience Required
  • 5+ years of experience in investment product management, financial services marketing or a related field.

WHO YOU ARE

• Working knowledge of investment vehicles, including ETFs, mutual funds and separate accounts.
• Experience supporting or contributing to product launches, RFP processes or marketing initiatives.
• Familiarity with financial data platforms such as Morningstar Direct, Bloomberg Terminal or FactSet is a plus, as is experience with financial content management systems such as Seismic or Salesforce.
• A self-starter who can manage multiple workstreams and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills with the ability to translate complex investment concepts into clear, client-friendly language.
• Analytical and detail-oriented, with solid problem-solving and research skills.
• Collaborative by nature, comfortable working across compliance, legal, digital and sales teams.
• Organized and process-driven with a proactive mindset and customer-first approach.
• Ability to maintain confidentiality and handle sensitive investment information with discretion.
• Proficiency with Microsoft Office including Word, Excel and PowerPoint.
• Able to work collaboratively across teams in a fast-paced investment management environment.
  

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 requires infrequent travel up to 10%.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.