Skip to main content

Careers

Careers at Weitz Investments

Founded by value investor Wally Weitz in 1983, Weitz Investments is a boutique, employee-owned, asset management firm located in Omaha, Nebraska. At Weitz Investments, our most important resource is our people. Our firm culture encourages personal accountability, collaboration and shared success. We foster a learning environment that promotes collegiality, knowledge sharing, skill building and continuous learning. We are proud of our singular focus on serving our clients, with integrity and transparency.

  • Health Care Benefits
  • Health Savings Account
  • Life and AD&D Insurance
  • Long- and Short-Term Disability
  • Employee Assistance Program
  • Profit Sharing Plan
  • Paid Time Off and Holidays
  • Paid Disability Leave (including Paternal Leave)
  • Professional Development
  • On-Site Gym Access

Current Openings

Weitz currently has the following open positions:

Administrative Support Specialist (PDF)

Location: Omaha, NE

General Overview:

We are looking for an enthusiastic and ambitious administrative support specialist to join our team. The right candidate will have strong organizational and prioritization skills, as well as a proactive approach to problem-solving, in order to effectively provide project and general administrative support to members of our team. Client service and collegiality are key parts of our culture and the right individual will be professional, friendly, articulate and courteous when interacting with our team and clients/guests. This person will also be the "face" of the company by welcoming visitors either in person or over the telephone, and respond to or refer inquiries. This position will allow for Work from Home for up to 25% of the time, subject to company needs.

Essential Functions:

  • Perform administrative support, including drafting correspondence, preparing and reviewing documents, presentations and reports, assembling meeting materials for boards of directors, clients and prospects
  • Manage or support special or ongoing projects as assigned
  • Clean, update, and organize client data within the firm's CRM system (Salesforce)
  • Support the marketing and sales teams by organizing the distribution/shipping of firm promotional materials (including conference booths, company literature and “schwag” items)
  • Coordinate and assist in helping prepare for internal / external meetings and events
  • Greet and assist guests in a professional and friendly manner, whether in person or over the telephone
  • Manage incoming phone calls, including answering, taking messages, forwarding, and screening phone calls, as well as manage company voicemail to reflect office closings and/or special events. Schedule meetings, make reservations and arrange for travel and transportation services when needed
  • Assist in managing the maintenance of physical and digital file storage for various departments, as well as producing photocopies
  • Manage incoming and outgoing physical and electronic mail (including managing postage machine) and other correspondence, including sorting and distributing
  • Receive deliveries and dispatch appropriately
  • Assist in managing inventory of office and kitchen supplies
  • Coordinate with property manager / building maintenance regarding minor office needs and repairs
  • Other administrative responsibilities as assigned

Requirements:

  • Proven experience in an administrative and/or front office role
  • Professional appearance; articulate and courteous communication style
  • Excellent interpersonal skills, and strong written and verbal communication skills
  • Proven work ethic, dedication and high attention to detail
  • Enjoy working collaboratively, able to contribute positively as part of a team interacting with all departments
  • Excellent time management, multi-tasking and organizational skills
  • Advanced proficiency in MS Office (i.e. MS Outlook, MS Word, MS Excel, MS Access, MS PowerPoint). CRM experience, particularly Salesforce, and/or Discovery Data is a plus.
  • Experience using office equipment, including printers and fax machines, as well as handling mail and postage machine 

Please apply by submitting resume by email at careers@weitzinvestments.com.

 


 

Regional Director (PDF)

Location: Omaha, NE

General Overview:

Reporting to the Vice President, Director of Intermediary Distribution, the Regional Director (Hybrid-Wholesaler) is a sales role responsible for driving sales by proactively marketing Weitz Investment Management products and services to assigned region(s). The position develops new business leads and cultivates existing relationships, demonstrating excellent problem solving and sales skills to promote the growth of Weitz Investment Management›s strategies and mutual funds. The primary duties will be sales, with a majority of employee›s activities engaged away from Weitz›s place of business.

Essential Functions:

  • Proactively develops new business and maintains existing business relationships by conducting conference calls, face-to-face meetings and web-based sales meetings.
  • Travel to foster key relationships and promote sales
  • Creates and implements business plan to maximize growth and meet sales and activity goals for the defined region(s)
  • Reaches out to current and prospective advisers within market to increase sales and market share
  • Demonstrates thorough knowledge of the industry and the Weitz products and services
  • Effectively use industry and product knowledge to illustrate and position the Weitz solutions in an innovative way
  • Assists advisors in identifying sales opportunities and regularly updates advisors on industry trends
  • Stays current on all economic and market conditions, to effectively make recommendations to advisors for marketing the Weitz products and services to clients
  • Maintain and update CRM proactively to ensure accurate and complete records
  • Other duties as assigned based on company needs

Requirements:

  • Bachelor's degree in business or related field, or equivalent education/experience
  • Minimum 2 years of financial products sales experience
  • Demonstrated experience conducting face-to-face meetings and the ability to form relationships with financial advisors in a virtual setting
  • Proven success growing a region within the financial service industry as measured by sales results
  • Ability to build productive relationships; provide training and sales ideas
  • Proven sales acumen and presentation skills
  • Ability to balance multiple priorities and meet specific marketing/production objectives
  • Motivated, self-starter
  • Ability to work collaboratively and effectively
  • Series 6 or 7 and 63 licenses required

Please apply by submitting resume to Kelly Kraft, Vice President, Director of Intermediary Distribution, by e-mail at careers@weitzinvestments.com.

 


 

About Weitz Investment Management

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team's personal commitment to long-term results.  The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies.

We offer all employees competitive compensation and benefits including medical, dental and vision coverage, as well as parental leave, paid time off, on-site gym access, and a very generous qualified profit sharing plan. Compensation includes salary and bonus and will be commensurate with experience.

OUR FIRM
Learn More
OUR TEAM
Learn More
COMMUNITY INVOLVEMENT
Learn More
background Back to top