Human Resources Business Partner

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.

[https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwestwoodgroup.com%2F&data=05%7C02%7Cdkurtz%40westwoodgroup.com%7Cfb7946007168441b17c608dd56aa7b54%7C87cae913a6f34a709bf912d62ba03065%7C0%7C0%7C638762012394736892%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=VIfk%2FDX09aAAH8S9aritsx068SuSkJhpN9XIHKA4hY8%3D&reserved=0]Based

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

ABOUT THE ROLE

• The Human Resources Business Partner is responsible for serving as a strategic
• and trusted advisor and coach to our leaders and managers on employee-related
• matters including Talent Acquisition, Onboarding, Employee Relations,
• Performance Management etc.

A DAY IN THE LIFE

• Leadership, Counsel and Policy Interpretation:
• Provide leadership, counsel and support to managers and supervisors on policy

• interpretation and other employee relations matters, including but not
• limited to: Hiring, On-Boarding, Retention, Performance Management, and

General Employee Relations matters

• Hold leaders accountable, manage pushback constructively, and provide

data-driven insights when necessary

• Coach leaders on team effectiveness, people issues and culture, performance

management, conflict resolution and change leadership

• Hire to Retire:
• Partner with leaders in the end-to-end Hire to Retire people processes to

include recruiting, onboarding and new hire orientations.

• Lead the internship program, contractors and temporary hires to include

recruiting, onboarding, experiential initiatives and offboarding.

• Support off boarding processes to include terminations, PIPs, exit interviews

etc.

Learning & Development, HR Strategy, Employee Involvement, HR Compliance, D & I,

Employee Relations

• Identify, design and facilitate Learning and Development initiatives such as

LinkedIn Learning, or other HC related topics that support operational goals.

• Support Performance Management Process throughout the year including program

updates, training, tracking and monitoring.

• Participate and collaborate with other members of the Human Capital Team to

• develop departmental goals, objectives and projects to ensure an effective,
• sustainable, people strategy over the long-term.

• Maintain visibility representing HC on teams or committees designated by HC

leadership and physical presence as needed across our locations.

• Maintain compliance with federal and state regulations concerning employment.
• Assist and support Affirmative Action program, policies and procedures.
• Support D & I initiatives as needed.
• Assist and support human resource procedures, policies and handbook

interpretation and updates.

• Conduct objective internal investigations into general employment matters and

complaints with escalation as needed.

Data Analytics

• Identify and use various metrics and data to measure and support HC programs

• and strategy. Align these programs with business goals and assess their
• performance.

• Embrace AI and other tools to support this effort. Run and utilize reports

and analysis of data to support these efforts.

• Recommend new approaches, policies, and procedures to effect continual

improvements in efficiency of department and services performed.

• Other Duties as assigned.

WHAT YOU'LL NEED

• Minimum Education Required
• Bachelor’s degree in human resources or related field.

Licenses/Certifications Required

• Human Resource Certification Institute (HRCI) Professional in Human Resources

• (PHR) certification, Senior Professional in Human Resources (SPHR) or Society
• for Human Resource Management (SHRM) SHRM-CP certification preferred.

Minimum Specific Experience Required

• 7-10 years of Human Resources Business Partner experience required.
• Financial Services experience in an Asset Management or Wealth Management

company strongly preferred.

• 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

• Strong leadership skills, exhibits sound and ethical judgment.
• Able to work collaboratively in a small, fast-paced, team environment.
• Strong interpersonal skills and ability to work well with all levels of

employees.

• Proficient computer skills including Microsoft Office applications including

Word, Advanced Excel, Power Point and Outlook.

• Good problem-solving and decision-making skills. Ability to make informed

decisions based on limited facts and guidance.

• Strong organizational and time management skills as well as attention to

detail.

• Ability to maintain strict confidentiality guidelines.
• Ability to communicate well by all means of communication including written,

verbal, and non-verbal communication.

• Willingness to accept additional responsibilities.
• Takes initiative in development and completion of projects with strong

follow-through.

• Ability to balance multiple demands and respond to time constraints,

timelines and schedules.

• Able and willing to continue with business skills and Human Resources

development.

• Considerable knowledge of employment laws and their application, especially

Title VII, NLRB, FMLA, FCA, FLSA, ADA, ERISA, HIPPA.

• UKG experience preferred

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 travel up to 15% of the time.