Director, Relationship Manager

Job Details

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  Based in Dallas, Westwood also maintains offices in Chicago and Houston.

The Director, Relationship Manager is a member of the Westwood Energy Secondaries team focused on supporting the team as a Relationship Manager for existing Limited Partnerships and delivering best‑in‑class service to our key investors and prospective investors. You will serve as a steward of certain investor relationships for the firm’s energy secondaries strategies. The role is relationship‑driven and outward‑facing, with responsibility for deepening investor relationships and delivering a best‑in‑class investor experience.

The role supports Investor Relations, Operations and Marketing as it relates to long‑term investor engagement, retention, and growth. You will manage the HNW and family office investor segment in Texas and provide best‑in‑class client service to prospective and existing investors and will be a key member of the team as we seek to double AUM in the next 12‑24 months.

• Work closely with the Investment team and serve as the primary relationship manager for Texas‑based HNW and Family Office investors in Westwood Energy Secondaries team investments
• Serve as a point of contact for these investors, developing deep, trusted relationships across the full investment lifecycle
• Act as a strategic partner to these investors by understanding investment objectives, preferences, and evolving needs
• Anticipate investor questions and concerns and facilitate thoughtful, responsive engagement
• Support senior leadership in maintaining and strengthening relationships with key and strategic investors

• Personalize engagement strategies for key relationships, including meeting agendas and follow‑up
• Facilitate ongoing dialogue between these investors and the Investment team to ensure clarity and alignment
• Identify opportunities to enhance investor engagement and communication cadence

• Present investment reports in person to Texas‑based investors for all Westwood Energy Secondaries team investment strategies
• Develop tailored, personal investor presentations in response to these investor’s inquiries
• Partner with the Investment team to translate complex investment concepts, portfolio performance, and market views into clear, compelling investor narratives

• Help create Texas events and experiences for these key investor relationships, including investor events in Texas
• Participate in third‑party manager AGMs, investor meetings, conferences, and industry events to maintain visibility and strengthen relationships in Texas

• Serve as a senior conduit for investor feedback, sharing insights with the Investment team and relevant internal stakeholders
• Identify trends, recurring themes, or gaps in investor understanding and…