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.

 

In 2023 we made:

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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.

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.

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.

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.

Testimonials

I enjoyed working with both Darcy and Steve during the process and appreciate their support throughout. Both Darcy and Steve were responsive and set appropriate expectations for the process.
Chief Lending Officer, Municipal Credit Union
Smith u0026 Wilkinson did an excellent job of listening and learning about our history, growth, and culture translating that into a description of the bank and the position we wanted to fill. They were were with us during all the interviews, helping to establish a framework and their insights and observations were most helpful. We found them to be very energetic and focused, with timely follow through. They also communicated frequently so that we were always up to date on the progress of the search process.
Stephen Abbott, The Coopoerative Bank of Cape Cod
Our experience with Smith u0026 Wilkinson was a very positive one. I would, without hesitation, highly recommend them based upon their expertise in banking, their awareness of the CEO environment in the Northeast and their performance in our search.
 Edward Margola, Greenfield Savings Bank
Our experience working with Smith u0026 Wilkinson proved to be an excellent one. I highly recommend them based on our experience as well as their demonstrated knowledge, professionalism, integrity, and results.
William Hogan, Easthampton Savings Bank
Chris was great. Kept the communications moving along and was quick to answer questions or get the answer for me. Very personable.
VP Trust Officer
Moriah (and Cameron) were professional at all times, clear and available. They represented their clients well and were thorough with expectations and timelines.
President and CEO, New Haven Bank

Our Financial Services Team

Cameron Boyd

Managing Partner, Financial Services Practice

Chris Kelley

Senior Partner, Director, Financial Services Practice

Nate Townsend

Partner, Financial Services Practice

Steve Peary

Partner, Financial Services Practice

Moriah Maron

Consultant, Financial Services Practice

Darcy Flaherty

Senior Associate, Financial Services Practice

William Wegener

Senior Associate, Financial Services Practice

Julia Crouter

Associate, Financial Services Practice

Felicia O’Reilly

Analyst, Financial Services Practice

Current Opportunities

Senior Director of Finance

Posted:

  • Practice Area:
  • Financial Services
Chief Financial Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
President and CEO

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Florida
Director of Card Services

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New York
SVP, COO

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New Hampshire
Financial Analyst

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
VP, Finance & Treasury

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Senior Commercial Lender

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Maine
SVP, Residential Lending Sales

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Senior Credit Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Maine
Chief Financial Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • Massachusetts
Vertical Banking Relationship Officer

Posted:

  • Practice Area:
  • Financial Services
  • Region:
  • New Jersey