Financial Services
Modern Talent Solutions for a Traditional Industry
For two decades, Smith & Wilkinson has set the bar for excellence in executive search for community banks and credit unions. Our clients have come to depend on our market expertise, our commitment to excellence, professionalism, candor, integrity, and of course results.
Our clients include community financial institutions (banks and credit unions), service providers and associations, nonbank lenders and financial technology (fintech) companies, community and economic development organizations, and government-sponsored enterprises. Our tenured team of search professionals has experience representing clients across the spectrum of organizational missions, from those clients who view their roles as stewards of their customers’ money across generations to companies looking to get products to market with speed.
Successfully completed engagements have included searches for Board Members, some of the most highly visible CEO searches in our space, and across functional areas of lending, credit, operations, technology, finance and accounting, risk management, human resources, wealth management, and marketing.
Personal Service With a National Reach
We are dedicated problem-solvers for our clients, especially when it comes to filling the most critical and hard-to-fill positions. We leverage our industry expertise, network, and execution methodology to deliver insights, solutions, and exceptional candidates nationally.
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Discover the Most Powerful Path for Growth: Your Team
With over two decades of experience in organizational consulting, our team is ready to help you find and hire the best talent available. Through our extensive network, we offer broad-ranging capabilities to the financial services sector including community banks, credit unions, financial technology and community and economic development. Our team lives and breathes financial services, and we share in your excitement for where our industry is headed.
Our search assignments encompass nearly all seniority levels and functional areas of the financial services ecosystem, offering our clients and candidates maximum visibility into the talent market.
Financial sectors we serve
Community Banks
As members of the ICBA and ABA, as well as numerous state banking associations, our network extends across the country. We’ll partner with you to find qualified talent with relevant knowledge of the banking industry.
Our assignments include searches for board members, C-suite executives, line of business leaders, and skilled individual contributors in every function and discipline across the organization. Our clients run the gamut, from publicly traded commercial banks to mutual savings banks, with assets ranging from $100M to $100B.
![](http://smithandwilkinson.com/wp-content/uploads/2024/02/community-banks-1-scaled.jpg)
Credit Unions
Credit Unions are a vital part of healthy communities. As member-owned organizations, they contribute directly to the communities they serve. Credit unions promote the well being of their members and it’s important to create relationships built on trust. That trust starts with a quality organization that understands and believes in their mission. The Credit Union team at Smith & Wilkinson are experts at finding dedicated, knowledgeable talent for credit unions.
![](https://smithandwilkinson.com/wp-content/uploads/2024/02/credit-unions.png)
Fintech
Our team of experts understands the challenges of the Fintech ecosystem. New, innovative technologies and rapid consumer adoption requires executives who are adaptable, innovative and creative. Through our extensive network, we offer broad-ranging capabilities to Financial Technology providers including companies in Payments, Banking, Marketplace Lending, Personal Finance and Wealth Management, Real Estate, and elsewhere.
Our search assignments encompass nearly all seniority levels and functional areas of the FinTech industry, offering our clients and candidates maximum accessibility to the talent market.
![](https://smithandwilkinson.com/wp-content/uploads/2024/02/Fintech.png)
Community & Economic Development
Our search assignments include executive directors, C-suite executives, and skilled individual contributors in a multitude of functions. Clients include CDFI’s, CDC’s, various state-chartered organizations dealing in tax credits, block grants, direct lending, and bond financing, housing authorities, and related entities.
Our philosophy is as simple as it is timeless; we cultivate relationships with exceptional executives across the industry, and we leverage these relationships to find the right candidate the right job at the right time.
![](https://smithandwilkinson.com/wp-content/uploads/2024/02/Comm-and-economic-dev.png)
Testimonials
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Our Financial Services Team
Cameron Boyd
Managing Partner, Financial Services Practice
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Cam-new-headshot-square-1024x1024.jpg)
Cameron Boyd is Managing Partner of S&W’s Financial Services Practice, the firm’s legacy industry vertical. As Managing Partner, Cameron is responsible for the leadership and strategic growth of the practice, supporting a tenured team of consultants and executive search practitioners. Additionally, his responsibilities include the oversight of key client and candidate relationships, business development initiatives, and thought leadership. Cameron is also actively involved in the running of some of the team’s most highly visible engagements. Since joining the firm in 2010 he has successfully completed dozens of CEO searches and conducted hundreds of searches across a wide spectrum of functional areas within financial services. Cameron is a key member of S&W’s leadership team, helping to shape the firm’s overall strategic priorities and growth initiatives. Prior to joining S&W, Cameron began his executive search career with a firm specializing in attorney recruitment. He is a member of the Board of Directors of the Scarborough Land Trust and a graduate of Hartwick College in Oneonta, New York.
Chris Kelley
Senior Partner, Director, Financial Services Practice
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Chris-1024x1024.jpg)
As a Partner in the Financial Services Practice, Chris provides professional level, director level, and C-Suite search services to Community & Regional banks in the Northeast & Midwest. Chris focuses on working with banks between $200MM to $10B in assets, and in addition to conducting numerous CEO searches; he has successfully completed dozens of searches in the areas of commercial, consumer, and residential lending, retail banking, technology, credit, risk, audit, compliance, operations, finance and accounting, and wealth management. He is active in numerous state banking associations, and is a frequent attendee of association events. In addition to providing exceptional service to his clients and candidates, Chris is also a member of Smith & Wilkinson’s leadership team, helping to shape the firm’s strategic priorities and growth initiatives.
Prior to joining Smith & Wilkinson, Chris ran his own business for six years, and prior to that managed sales teams for two Fortune 500 companies for eight years. His business and management experiences have given him valuable insight into the art of identifying and hiring the right person for a position. He earned a Bachelor of Arts in Communications from the University of New Hampshire. Outside of work, Chris enjoys spending time with his wife and three children, coaching youth sports, and rooting for the Pats, Red Sox, Celtics, and Bruins.
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Nate-1024x1024.jpg)
As a Partner within our Financial Services practice, Nate Townsend leverages his market expertise and consultative approach to build value on behalf of Financial Institutions across the United States. Nate’s engagements have included executive positions, business line leaders, and skilled individual contributor roles whose positions primarily fall within commercial, residential and consumer lending, credit, risk, audit, technology, compliance, retail, marketing, finance and accounting, and operations.
Prior to joining Smith & Wilkinson, Nate held various sales, consulting, and business development roles specializing in creating sustained value for financial institutions and government municipalities. Nate earned a B.B.A from Ohio University in Athens, OH with a focus on Marketing & Sales. Originally from Akron, OH, he now lives in Saco, ME with his partner Carly and their dog, Ruby. For fun, they love to get outside, explore, and take advantage of everything this great state has to offer.
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Steve-1024x1024.jpg)
As a Partner in the Financial Services Practice, Steve Peary provides professional level, director level, and executive level search and talent advisory services to financial institutions throughout the country. His engagements have included C-suite positions, line of business executives, and board of director roles for community banks and credit unions ranging from $200MM to $50B in assets.
Steve received his BA from the University of Maine at Orono. Outside of work Steve can be found coaching or watching his 3 children’s sports, and in his free times enjoys taking advantage of all the State of Maine has to offer with spending time on the water and skiing in the Winter.
Moriah Maron
Director of Recruiting, Financial Services Practice
![Moriah Maron](https://smithandwilkinson.com/wp-content/uploads/2021/09/Maron_Moriah_300x300_BW.jpg)
Moriah Maron is the Director of Recruiting in Smith & Wilkinson’s Financial Services Practice.
Moriah is a people-person energized by others and committed to making a positive impact and building long-lasting relationships. As Director of Recruiting, Moriah plays a pivotal role in optimizing and streamlining the fulfillment process within the Financial Services practice to best serve S&W’s clients, candidates, and team. Moriah also serves as a full-cycle recruiter, managing key executive searches with a focus on process and execution ensuring the best experience for clients and candidates alike. Moriah has conducted numerous C-Suite searches, including several CEO engagements, for financial institutions between $100MM and $10B. Moriah began her career in international education and believes that her desire to connect with culturally conscious citizens and future global leaders provides her with a foundation to build relationships across the industry. Moriah is enthusiastic about everything Maine has to offer and outside of work enjoys being outside, traveling, and exploring this great state and the world with friends, family, and her partner.
Darcy Flaherty
Senior Associate, Financial Services Practice
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Flaherty_Darcy_square-BW-1024x1024.jpg)
Before joining Smith and Wilkinson, Darcy spent 16 years as a Higher Education professional in Undergraduate Admissions helping students and families find the right fit for college. She oversaw the first-year undergraduate team, where they connected with thousands of families and school counselors all over the country. She graduated with a BS in Human Development and Family Studies followed by a MS in College Student Personnel from the University of Rhode Island. Outside of work, Darcy enjoys spending time with her three small children, jamming out to soulful music, and dreaming of Maine summers.
William Wegener
Senior Associate, Financial Services Practice
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/NewEmployee-1024x1024.jpg)
William Wegener is a Senior Associate in Smith & Wilkinson’s Financial Services Practice.
Before joining Smith & Wilkinson, William spent 8 years working throughout New England in the telecommunications industry focusing on sales development, leadership and talent acquisition. His most recent experience was in developing and leading a regional recruiting team for one of the top wireless corporations nationally. He takes pride in a consultative and ‘servant heart’ approach to business.
Outside of the office, you can find William enjoying a round of golf, exploring the Maine outdoors or visiting one of the many local eateries Portland has to offer. He currently resides in Southern Maine with his wife and young family.
Julia Crouter
Senior Associate, Financial Services Practice
![](https://smithandwilkinson.com/wp-content/uploads/2023/07/Crouter_Julia_20230725_300x300_BW.jpg)
Julia Crouter is a Senior Associate on Smith & Wilkinson’s Financial Services Practice with over a decade of experience providing white glove client service. Prior to joining Smith & Wilkinson, Julia worked on the Preferred Banking team with First Republic Bank to foster and expand consumer and commercial client relationships. She received her B.A. in Government from Colby College, in Waterville Maine.
Outside of work, Julia is an avid reader and can be found testing out the Portland restaurant scene, planning trips abroad, and exploring Maine with her dog, Kevin.
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Felicia O’Reilly is an Analyst working for Smith & Wilkinson’s Financial Services Practice that is committed to helping clients succeed. Felicia graduated from Bryant University with a B.S. in Applied Economics and a double minor in Finance and Communication. Born and raised in Scarborough, ME, Felicia spent some time after college waitressing and temping at a local accounting firm before joining the Smith & Wilkinson team. Outside of work, Felicia likes to spend time with her friends and family and can often be seen out on the golf course or travelling around New England.
President and CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/13/2024
Smith & Wilkinson is honored to be partnering with Liberty Bay Credit Union to identify the organization's next President & CEO.
Liberty Bay Credit Union, headquartered in Braintree, MA, was originally founded in 1917 to serve telephone workers and their families and, today, serves a geography-based field of membership across eastern Massachusetts of 24,000 members and a field of membership encompassing nearly three million people. With $800MM in total assets and 14% capital, Liberty Bay aspires to continually improve their member experience, add new members to the organization, and return profits to members in the form of higher rates on deposits and lower rates on loans. The Credit Union believes this can be accomplished through a combination of progressive operational efficiencies, continuous improvement methodology, and a corporate culture focused on doing what is right for their members, community, and employees.
Successful candidates will have a well-rounded operational and financial expertise, experience streamlining operations and identifying efficiencies, mature leadership abilities, and, ideally, experience within the credit union industry.
For more information and a confidential conversation, please contact Carll Wilkinson (cwilkinson@smithandwilkinson.com) or Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com).
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Carll Wilkinson
![Moriah Maron](https://smithandwilkinson.com/wp-content/uploads/2021/09/Maron_Moriah_300x300_BW-300x300.jpg)
Moriah Maron
Commercial Lending Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/14/2024
Smith and Wilkinson is currently retained by Florence Bank on a search for a Commercial Lender to join their growing organization. The role will work with clients locally in the Pioneer Valley area providing access to capital and banking solutions to business. Florence Bank is a $2.1B, well capitalized, mutual bank with a 150-year commitment to the local market and serving the local business community. If you are a seasoned commercial banker looking for an organization to serve your clients’ needs and take your career to the next level, please contact William Wegner or Stephen Peary for a confidential discussion around the role.
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William Wegener
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/19/2024
S&W has been retained by Northern Bank to manage the search and selection process for the Chief Financial Officer (“CFO”) position. Founded in 1960, Northern Bank is an approximately $3.1B, privately held and family-run bank. From its roots in Woburn, Massachusetts, the bank has grown to serve a national customer base and into one of the best run banks in the country, serving over 32,000 clients nationally, operating 12 retail locations, and employing approximately 300 dedicated professionals. During the 10-year period of 2013-2023 the bank achieved a 3X increase in assets, a 4X+ increase in capital, and grew its employee headcount by 83%. The bank is primarily a commercial lender, with approximately $1.2B of its $2.7B loan portfolio in C&I. The bank has a large specialty lending expertise, focused largely on QSR's nationally, distinguishing itself through its expertise, creative dealmaking, cutting edge analytics, and white glove service. Northern's outstanding financial performance speaks to the success of its model; for the period ending 3/31/24 Northern Bank had a NIM of 4.41, ROA of 1.64, ROE of 11.84, Efficiency Ratio of 43.75, and Core Capital of 14.40. In 2023, the bank launched Northern Digital Solutions (NDS), with the aim of developing proprietary digital products and solutions both for the benefit of existing Northern Bank customers as well as to be sold to other financial institutions. A generous corporate citizen, the bank donates to a wide array of area nonprofits through both grants from the Northern Bank Charitable Foundation and through donations.
Reporting to the bank's President & CEO, James Mawn, the Chief Financial Officer will lead all aspects the bank's finance and accounting functions and be a collaborative member of executive leadership. We are seeking exceptional bank finance executives for this unique, growth-oriented leadership role. Successful candidates will have demonstrated expertise across a wide spectrum of finance, accounting, reporting, and analytics functions, strong leadership skills directing an exceptional team of professionals, and will have thrived within entrepreneurial work environments.
For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com) or Darcy Flaherty, Senior Associate (dflaherty@smithandwilkinson.com).
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Darcy Flaherty
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Cameron Boyd
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/27/2024
Due to the planned retirement of the bank’s long-time Chief Financial Officer, S&W has been retained by Reading Cooperative Bank (“RCB”) to lead the search and selection process for this key executive hire.
RCB embodies the best of what a modern community bank can be. The bank traces its roots back almost 140 years to the beginning of the cooperative banking movement in the Commonwealth of Massachusetts, when the founding principal of the bank was to allow the “workingman” the ability to purchase a home. Across generations of customers, RCB has maintained its cooperative ownership structure, meaning that it is owned by its customers who have their money in the bank. Local ownership and local decision making allows the bank to create financial solutions that best serve the people who live and work in its communities. In 2014 the bank took the unique step of amending its bylaws to protect its cooperative form of ownership and to ensure that the communities that it serves do not lose a local bank, local jobs, or local community philanthropy. Today, RCB serves its business and consumer customers by allowing them the ability to bank when and where they like, offering a network of retail branch locations and ATMs and a modern suite of online and mobile solutions. The bank has over $900MM in total assets, and an approximately $700MM loan portfolio. RCB is a fantastic corporate citizen, and supports causes “like education, the arts, the environment and fighting poverty,” through the Reading Cooperative Charitable Foundation.
Reporting directly to the bank’s President & CEO, Julieann Thurlow-the immediate past Chairwoman of the American Bankers Association-the CFO will join a collaborative and motivated executive leadership team. The position is responsible for the leadership and oversight of all finance and accounting functions for the bank, including both the day-to-day financial operations as well as leveraging financial data to inform future strategic decision making. The CFO will present regularly to the bank’s Board of Directors and serve as a member of key leadership committees. We are seeking exceptional finance & accounting talent for this highly visible and important community bank leadership role. Successful candidates will demonstrate not only the requisite technical skills and relevant past experiences, but also possess strong leadership and presentation skills and a developed executive presence. For additional information, please contact: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).
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Cameron Boyd
Chief Risk Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 08/27/2024
Established in 1866, Norway Savings Bank ("NSB,") is a 158-year-old, $1.7B state chartered mutual bank. The bank has 300 full-time employees and at its asset size is the 7th largest bank headquartered in the state of Maine. NSB offers a breadth of both loan and deposit solutions for consumer and business banking customers as well as investment and trust services through its Asset Management Group and operates 24 branch locations in western and southern Maine. While the bank's growth has been primarily organic, NSB also acquired Portland-based Coastal Bank in 2001. NSB is in strong financial condition, notably with over 13% Tier 1 capital, and has an approximately $1.1B loan portfolio, with over $1B secured by real estate. As a mutual bank, the bank is governed by its depositors (there are no shareholders), allowing the bank to take a long-term view of success based on customers, community, employees, and strength of balance sheet. With a full suite of mobile and online banking solutions, the bank is the epitome of a modern community bank, balancing local interests and decision making while allowing customers to bank where they want, and when they want. A fantastic corporate citizen, NSB awarded over $1.05MM to 355 Maine nonprofits in 2023 and its employees volunteered over 4,000 hours.
The Chief Risk Officer (CRO), reporting directly to the President and CEO, is tasked with leading NSB’s comprehensive enterprise-wide risk management program, encompassing vendor, departmental, credit, and information security risks. This role is pivotal in identifying, assessing, and monitoring risk levels, ensuring the effectiveness of risk controls, and aligning NSB’s risk management activities with the Board of Directors' risk tolerance directives. The CRO also oversees credit risk management, particularly within the commercial and retail loan portfolios, ensuring compliance with regulatory requirements and maintaining credit quality. Additionally, the CRO serves as the primary liaison between bank management and the Board Risk Management Committee, supports various management committees, and directly supervises key risk and compliance officers. This leadership role will be heavily involved in strategic planning, regulatory compliance, and risk mitigation across the organization.
For additional information, please contact a member of the S&W search team: Nathan Townsend, Partner (ntownsend@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).
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Nate Townsend
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Cameron Boyd
Chief Retail Banking Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Rhode Island
Posted: 08/30/2024
S&W has been retained by Washington Trust to manage the search and selection process for the bank’s Executive Vice President, Chief Retail Banking Officer. Founded in 1800 and headquartered in Westerly, Rhode Island, Washington Trust is the oldest community bank in the U.S and one of the premier financial institutions in the region. The bank has approximately $7.2B in total assets, manages $6.8B in wealth assets under administration, has $5B in deposits, and a $5.6B in loan portfolio. Washington Trust serves customers across established business lines in commercial and mortgage lending and wealth management, creating diverse income sources, and operates 28 retail locations in Rhode Island, Connecticut, and Massachusetts. The bank is publicly traded (NASDAQ - WASH) and in outstanding financial condition. For the most recent reporting period the bank had a return on equity (ROE) of 9.34%, return on assets of 0.60%, outstanding asset quality metrics, and is well-capitalized.
Reporting to the bank’s President & Chief Operating Officer, the EVP, Chief Retail Banking Officer’s main function is to contribute to the strategic direction of the corporation through the effective leadership of the retail banking division. Primary responsibilities will include expert leadership and management of the retail banking team, the development and execution of a strategic plan for the continued growth of the division, the continuous improvement of the existing branch network and customer experience, and a proactive approach to future opportunities to expand the network. The role will serve as a member of senior management and participate in enterprise level initiative and governance functions and committees. We are seeking exceptional retail banking executives for this unique leadership role. Knowledge of the markets currently served by Washington Trust is highly valued. Successful candidates will have a demonstrated track record of utilizing and recommending technology solutions that improve customer experience and process optimization, past success in leveraging retail branches as a driver of deposit growth, and deep product acumen. For additional information, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Darcy Flaherty, Senior Associate, Financial Services (dflaherty@smithandwilkinson.com).
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Darcy Flaherty
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Cameron Boyd
VP Senior Trust Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 08/29/2024
Under the general supervision of the Head of the Division (SVP, Trust), this position performs a variety of duties relative to the business development of the Greenfield Savings Bank Wealth Advisory business in the assigned region. The Senior Trust Officer markets investment, trust and other fiduciary services to prospective individual, business and not-for-profit clients. The selected person will develop relationships with sources of new business referrals, including bank personnel, attorneys, accountants and other professional advisors.
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Chris Kelley
CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 09/03/2024
Smith and Wilkinson is currently retained by Connected Credit Union (https://www.connectedcreditunion.org/) to manage the search for their next CEO due to an upcoming retirement. This well run, community-chartered, credit union is looking for their next leader to continue serving their growing member base through a combination of superior member service and new solutions. At $120MM, Connected Credit Union has over 8,000 members within the Central Maine market and has a long tradition of benefiting the local community. We are seeking a well-rounded, member focused, financial services executive who understands the rewards and challenges of leading a smaller community focused institution. Please contact Stephen Peary or Julia Crouter for more information on the role.
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Steve Peary
Senior Commercial Credit Analyst
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 09/05/2024
Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank serving the communities of Kennebec Valley for 150 years. The Bank has fifteen branches that serve central Maine. With total assets just under $900MM, Skowhegan Savings Bank has been committed to taking an active role in making their communities a better place to live and work. As a matter fact, the Bank has been named one of “Maine’s Best Places to Work” year after year.
With an outstanding Tier 1 Risk-Based Capital Ratio of 19.88%, a growing deposit base, and a commercial loan portfolio focused on high asset quality, Skowhegan Savings Bank has maintained excellent financial performance during a challenging interest rate and regulatory environment. Due to continued growth and demand in the marketplace, the position of Senior Commercial Credit Analyst is available.
The position primarily provides financial spreading and tasks related to all types of commercial loan underwriting. Works to support loan officers. Prepares credit related reports for presentation to loan officers or committees by investigating and analyzing complex commercial credit risks. Will make recommendations regarding new deals and modifications to existing credits.
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William Wegener
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Chris Kelley
Director of Wealth Management
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 09/05/2024
S&W has been retained by Arrow Financial Corporation (“Arrow”) to manage the search and selection process for the bank’s next Director of Wealth Management.
Headquartered in Glens Falls, NY, Arrow is an approximately $4B, publicly traded (Nasdaq: AROW), diversified community bank. Arrow is the parent company of two, long-standing community banks, Glens Falls National Bank & Trust Company and Saratoga National Bank & Trust Company, as well as for North Country Investment Advisors, Inc. and Upstate Agency, LLC. The bank serves commercial, consumer, and nonprofit customers across northeastern New York and the Capital District through both its retail branch network and a modern suite of online and mobile banking solutions, allowing its customers the flexibility to bank where they want, and when they want. Arrow is in strong financial condition, and at the end of 2023 reported strong net income ($30MM), total loans ($3.18B), retail deposits ($3.51B), and return on average equity (8.29%). As stated by the company’s President & CEO, David DeMarco, in the 2023 Annual Report, “At the heart of everything we do is our mission to strengthen financial lives and make a positive impact on the communities we serve.” The bank is a fantastic corporate citizen, having donated almost $800,000 to area nonprofits in 2023 and volunteered more than 11,000 staff hours.
Reporting to the bank’s SEVP, Chief Banking Officer, the Director of Wealth Management will lead the effort to grow a business line that the bank has identified as a key, strategic priority in its future plans. The position will be responsible for the leadership and management of a tenured team of wealth management professionals across Retirement Plan Services, Trust & Wealth Services, Investment Services, and Operations. We are seeking exceptional banking leaders with a demonstrated understanding of the role that a robust wealth management offering can play in enriching the lives of customers as well as how the growth of a wealth division can support a holistic financial relationship across the organization. As a member of the Senior Leadership Team, the ideal candidate will be a strong leader of people, dedicated to fostering a culture of collaboration, accountability, and sales growth. This is a primarily in-office role in Glens Falls, NY.
For additional information about this unique community bank leadership role, please contact a member of the S&W Search Team: Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com) or Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com).
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Cameron Boyd
![Moriah Maron](https://smithandwilkinson.com/wp-content/uploads/2021/09/Maron_Moriah_300x300_BW-300x300.jpg)
Moriah Maron
VP, Controller
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 06/17/2024
Due to their continued success and growth, coupled with a handful of newly created positions, Smith & Wilkinson has been retained by Merrimack Valley Credit Union (MVCU) to manage the search for the credit union’s next VP, Controller. Founded in 1955, MVCU has grown from humble beginnings to become one of the five largest credit unions in Massachusetts. With the recent merger between MVCU and RTN FCU they now sit at nearly $2.4B in assets with over 116,000 members spread across nearly two dozen locations.
Reporting to the EVP, CFO & COO, the VP, Controller will maintain the financial records of the Credit Union in accordance with Generally Accepted Accounting Principles (GAAP), supervise all accounting and financial reporting functions of the Credit Union, and prepare all requisite corporate tax filings. He/she will supervise payroll processing, including supporting documentation, tax payments, audit trails and permanent employee records. He/she will serve as a member of the Credit Union’s Management Team and participate in developing overall company strategy, policies, programs, objectives and goals. This is a highly visible role on the leadership team, and a critical component in ensuring that the Credit Union achieves its financial and operational objectives.
Joining MVCU means being part of a dynamic and growing credit union, engaging in a leadership role with significant impact and visibility, and contributing to the development and execution of strategic initiatives. For a confidential conversation and additional information, please reach out to Nathan Townsend or Darcy Flaherty.
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![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Flaherty_Darcy_square-BW-300x300.jpg)
Darcy Flaherty
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Nate-300x300.jpg)
Nate Townsend
President
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 07/08/2024
The family office (PCW) either manages directly or is essential in purpose to the financials, accounting, tax planning, investments, estate planning, insurance, banking, personal projects, property management, philanthropic interests, administrative functions, and the relationships associated with the family that are held in multiple Trusts, LLCs, or owned directly in accounts and as real property. PCW intentionally will outsource functions and tasks to selected ‘expert managers’ in certain areas, knowing full-well that any successful outsourcing is only possible with the historical context and detailed information maintained and managed by PCW staff.
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Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Chris-300x300.jpg)
Chris Kelley
VP of Lending
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 07/09/2024
Smith & Wilkinson is proud to partner with Acadia Federal Credit Union in the search for their next VP of Lending. Founded in 1963, Acadia FCU has grown to $350 million in assets across eight (soon to be nine!) branches, serving 16,500 members. True to their roots, Acadia FCU remains committed to their mission: "Creating exceptional experiences to enrich your life." Notably, they have been recognized as one of the “Best Places to Work in Maine” in 2022 and 2023, underscoring their dedication to both community and employees.
The VP of Lending, reporting to the EVP, will direct and coordinate all lending activities within the Credit Union, ensuring compliance with lending policies and regulations (including consumer, mortgage, commercial, and indirect lending). Additionally, they will plan, direct, and coordinate the development of lending policies and procedures to help meet the overall mission of the credit union.
This is an exceptional opportunity to join a community oriented and member-centric organization where you will have a significant impact on the future of the credit union. The VP of Lending will enjoy a strategic role with a seat at the table, shaping the direction and success of Acadia FCU.
For a confidential conversation and additional information, please reach out to Nathan Townsend.
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Nate Townsend
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Vermont
Posted: 07/22/2024
Due to the upcoming retirement of its longtime Chief Financial Officer, Brattleboro Savings & Loan has retained Smith & Wilkinson to manage the search and selection process for the bank’s next SVP Chief Financial Officer.
BS&L is a $280MM mutual savings bank based in Brattleboro, VT. Being a mutual savings bank means it exists for the benefit of all their depositors, their community, and their employees. Virtually all the funds deposited at BS&L get reinvested back into the surrounding communities, supporting local mortgages, businesses, and consumers. In addition, the bank provides wealth management solutions via their Park Place Financial Advisors division which currently has over $200MM in AUM.
BS&L is also proud to be a Certified B Corporation. It is only the 9th bank in the nation to receive this certification and it signifies that the institution meets the highest standards of ethical practices in four primary areas: Community Benefit, Environmental Impact, Employee Engagement, and Corporate Responsibility.
The Senior Vice President, Chief Financial Officer (CFO) is a critical role at BS&L, reporting directly to the President and CEO. This executive leadership position is responsible for managing the bank's financial actions, including planning, risk management, record-keeping, and financial reporting. The ideal candidate will provide strategic financial guidance to ensure the bank's financial commitments are met, while also implementing policies and procedures that will contribute to its financial health and compliance with the banking regulations.
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Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Chris-300x300.jpg)
Chris Kelley
![](https://smithandwilkinson.com/wp-content/uploads/2023/07/Crouter_Julia_20230725_300x300_BW.jpg)
Julia Crouter
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/24/2024
Due to the planned promotion of the bank's longtime EVP, Chief Financial Officer & Treasurer ("CFO"), Bristol County Savings Bank ("BCSB") has selected S&W to lead the search and selection process for its next SVP, CFO.
Founded in 1846 and headquartered in Taunton, Massachusetts, BCSB is a 159-year-old, mutual community bank that embodies the best of what a community bank can be. For generations the bank has served consumer and business customers throughout southeastern Massachusetts and Rhode Island and beyond, having been a source of financial stability for customers and the communities it serves through good times and bad. As a mutual, BCSB is both governed by its depositors, meaning that every decision that the bank makes is centered on helping families to save, businesses to grow, and communities to prosper, and not on short-term investor demands. Supported by the pillars of stability and balance sheet strength, BCSB is well capitalized, profitable, and efficient and maintains exceptional asset quality. While much of the bank's growth has been organic, in 2020 BCSB acquired Rhode Island-based Freedom National Bank, bringing the total number of full-service retail branches across its footprint to 18. Today the bank has approximately $3.1B in total assets, making BCSB a top-20 bank in Massachusetts by asset size, and offers a comprehensive suite of loan and deposit products for consumers, small and medium sized businesses, and municipalities. As the bank has continued to grow its offerings, in 2017 it formed Bristol Wealth Group. Most importantly, BCSB is an exceptional corporate citizen and in 1996 established its Charitable Foundation as part of the celebration of the bank's 150th Anniversary. BCSB is primarily regulated by the FDIC and the Commonwealth of Massachusetts Division of Banks.
This key, transformational role will report to the EVP, COO and join a collaborative senior leadership team that will lead the bank to its goal of sustained and organic growth throughout the footprint. The CFO will lead and provide support for treasury, accounting, budgeting, tax compliance, risk management and other related financial activities in conformance with Bank policies and procedures. He / She will support and adhere to the Bank’s regulatory compliance objectives and will recommend and implement changes to support prescribed requirements. We are looking for candidates with a deep understanding of forward-thinking finance, liquidity, FP&A, cost accounting, budgeting, forecasting, ALCO, and ALM.
For additional information about this exceptional leadership opportunity, please contact a member of the S&W search team: Nathan Townsend, Partner, Financial Services (ntownsend@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).
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Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Nate-300x300.jpg)
Nate Townsend
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Cam-new-headshot-square-300x300.jpg)
Cameron Boyd
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 07/24/2024
Due to an upcoming retirement, S&W has been retained by Newtown Savings Bank ("NSB," http://www.nsbonline.com/) to manage the search and selection process for the Bank’s next SVP, Chief Financial Officer (“CFO”).
Headquartered in Newtown, Connecticut, Newtown Savings Bank is an approximately $1.9B, 169-year-old, mutually chartered community bank. As a mutual bank, the bank is governed by its depositors, allowing it to take a long-term view of success based on a belief in "The Power of Local," which helps families to save, businesses to grow, and the communities it serves to prosper. NSB is a top 10 bank in Connecticut by asset size and was recently named as a Top Regional Bank by Newsweek for 2024. Additionally, NSB was named the top CT-based lender for single-family purchase mortgages in 2023. NSB operates 15 retail locations across Fairfield, Litchfield, and New Haven County and recently updated their technology to best serve customers and businesses alike. NSB is regulated by the FDIC and the State of Connecticut Department of Banking.
Reporting directly to the Bank’s President and CEO and working closely with a collaborative senior leadership team, the CFO will be responsible for the overall financial oversight of the Bank. Key responsibilities include oversight of finance and accounting functions, balance sheet management, financial reporting, management of the secondary market and investment portfolios, and driving organizational profitability. As an integral member of the Executive Committee, the CFO is an important and highly visible role, as such, this individual is expected to provide strong organizational leadership, management, and strategic vision across the Bank. We are seeking well-rounded finance and accounting executives with a deep commitment to community banking for this leadership role.
For more information, or to arrange a confidential conversation, please contact Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com).
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Relevant Contacts
![Moriah Maron](https://smithandwilkinson.com/wp-content/uploads/2021/09/Maron_Moriah_300x300_BW-300x300.jpg)
Moriah Maron
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Cam-new-headshot-square-300x300.jpg)
Cameron Boyd
Director of External Reporting and Tax
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Jersey
Posted: 07/24/2024
S&W has been retained by $13B OceanFirst Bank, a publicly traded bank with a reach from Boston to Washington, DC and headquartered in Toms River, New Jersey, to manage the search for their next Director of External Reporting and Tax.
OceanFirst Bank, established over 120 years ago, has consistently demonstrated its commitment to excellence, integrity, and innovation in delivering comprehensive banking solutions to individuals and businesses across New Jersey and beyond. With a strong emphasis on community involvement and customer satisfaction, OceanFirst Bank continues to expand its footprint while maintaining a customer-centric approach.
The Director of External Reporting & Tax at OceanFirst Bank plays a pivotal role in ensuring meticulous financial reporting in adherence to GAAP, SEC regulations, and internal policies. This strategic leadership position oversees the accurate and timely preparation of SEC filings, including 10-Q and 10-K reports, as well as regulatory filings such as FFIEC 041 and FR Y-9LP. The role also encompasses managing federal and state tax returns and provisions, contributing significantly to the bank’s fiscal health and regulatory compliance.
To arrange a confidential conversation or to obtain further information, please contact a member of the S&W search team: Darcy Flaherty, Senior Associate (dflaherty@smithandwilkinson.com) or Steve Peary, Partner (speary@smithandwilkinson.com).
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Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Flaherty_Darcy_square-BW-300x300.jpg)
Darcy Flaherty
VP of Business Development
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 07/24/2024
Smith and Wilkinson has been retained by Municipal Credit Union, MCU, on a search for a VP of Business Development. The VP of Business Development is a Sales Executive position focused on identifying new business opportunities, building, and maintaining relationships with Select Employee Group (SEGs)s and driving revenue growth for the company. The role actively oversees the Business Development Team and Community Engagement Specialist. The primary responsibilities of this role will be to grow and activate the portfolio of Select Employer Groups (SEG), promote the credit union’s various product and service offerings, represent the credit union in the community, and effectively convey MCU’s brand. This is an excellent opportunity for a high-performing, seasoned sales leader to take over and bring MCU's Business Development Team to the next level. Please contact Stephen Peary or Julia Crouter for a confidential discission around the role.
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Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2023/07/Crouter_Julia_20230725_300x300_BW.jpg)
Julia Crouter
Chief Financial Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/25/2024
S&W has been retained by Savers Bank (saversbank.com) to lead the search and selection process for the bank’s next Chief Financial Officer (“CFO”).
Founded in 1910, Savers Bank is a well-run, growing community bank headquartered in Southbridge, MA serving the financial needs of the residents and businesses of central Massachusetts. As an approximately $720MM, state chartered mutual bank, Savers Bank is governed by its depositors and its mutual ownership structure allows the bank to take a long-term view of success. The bank offers their customers modern facilities and the latest technology to ensure they have the products, services, and delivery methods necessary to make customers’ banking experience, as their motto goes, “Simply Better.” The bank is in strong financial condition, with good earnings, efficiency, capital, and asset quality. For the period ending 12/31/23, the bank had an ROA of 0.64, efficiency ratio of 73.52, core capital ratio of 11.27, and noncurrent loans to loans of 0.55. Savers Bank is primarily a real estate lender, with $226MM of its $532MM loan portfolio in commercial real estate and $209MM in 1-4 family residential. The bank operates 6 retail locations in Auburn, Charlton, Grafton, Southbridge, Sturbridge, and Uxbridge.
Reporting to the bank’s President & CEO, Rosemary Picard, the CFO will serve as a key, strategic partner as the bank prepares to reach and cross the $1B threshold in the coming years. This executive leadership role will direct the bank’s finance & accounting functions, lead strategic forecasting and planning initiatives in collaboration with Senior Management and the Board of Directors, administer the bank’s investment portfolio and asset/liability management system, and help guide the bank’s relationship with state and federal regulators. We are seeking experienced bank finance talent for this community bank leadership role. For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com) or William Wegener, Senior Associate (wwwegener@smithandwilkinson.com).
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Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/NewEmployee-300x300.jpg)
William Wegener
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Cam-new-headshot-square-300x300.jpg)
Cameron Boyd
Chief Commercial Lending Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/30/2024
S&W has been retained by our long-time client partner Bay State Savings Bank to manage the search and selection process for the bank's Chief Commercial Banking Officer. Headquartered in Worcester, Massachusetts, Bay State is the only bank based in the state's second largest city, a city that through vision and hard work has succeeded in orchestrating an economic renaissance and becoming a vibrant, multicultural hub. While the bank enjoys a sense of pride in its heritage, its focus is on the future. The Bank views itself as a community partner and economic engine to help people realize the best versions of themselves and to drive communities forward. With this entrepreneurial spirit at heart, the Chief Commercial Banking Officer will join a new executive leadership team and an environment where success is measured by results and impact. Reporting to the President & CEO, the Chief Commercial Banking Officer will lead all commercial banking activities for the bank, bringing a high level of energy to existing customers and deal-making as well as seeking new products, services, and markets to better serve the banks future customers and communities. Successful candidates will demonstrate an ability to drive sustainable earnings and outcomes, allowing the bank to continue to reinvest back into its clients, communities, and colleagues. For additional information about this exciting commercial banking leadership role, please contact a member of the S&W Search Team: Nathan Townsend, Partner (ntownsend@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).
Keep me in mind for something else
Relevant Contacts
![](https://smithandwilkinson.com/wp-content/uploads/2022/06/Cam-new-headshot-square-300x300.jpg)
Cameron Boyd
![](https://smithandwilkinson.com/wp-content/uploads/2022/09/Nate-300x300.jpg)
Nate Townsend
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Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank serving the communities of Kennebec Valley for 150...
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Due to their continued success and growth, coupled with a handful of newly created positions, Smith & Wilkinson has been retained by...
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The family office (PCW) either manages directly or is essential in purpose to the financials, accounting, tax planning, investments, estate...
- Practice Area:
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- Region:
- Connecticut
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Smith & Wilkinson is proud to partner with Acadia Federal Credit Union in the search for their next VP of Lending. Founded in 1963,...
- Practice Area:
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- Region:
- Maine
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Due to the upcoming retirement of its longtime Chief Financial Officer, Brattleboro Savings & Loan has retained Smith & Wilkinson...
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Due to the planned promotion of the bank’s longtime EVP, Chief Financial Officer & Treasurer (“CFO”), Bristol County...
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Due to an upcoming retirement, S&W has been retained by Newtown Savings Bank (“NSB,” http://www.nsbonline.com/) to manage...
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S&W has been retained by $13B OceanFirst Bank, a publicly traded bank with a reach from Boston to Washington, DC and headquartered in...
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Posted:
Smith and Wilkinson has been retained by Municipal Credit Union, MCU, on a search for a VP of Business Development. The VP of Business...
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Posted:
S&W has been retained by Savers Bank (saversbank.com) to lead the search and selection process for the bank’s next Chief...
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- Region:
- Massachusetts
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Posted:
S&W has been retained by our long-time client partner Bay State Savings Bank to manage the search and selection process for the...
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