Our client, a $200 Million MGA that has been in business for decades, is looking for an Executive Underwriter to help with the growth of an already successful niche program. This role will help establish and manage underwriting strategy, direction and efficiencies and will be hands-on with training and mentoring.

The ideal candidate will have significant experience with P&C Package underwriting (experience in the Non-profit, Social Services sectors and with Casualty/Professional Liability is a big plus), have a successful track record of growing books of business, and will have assisted with mentoring and training more junior Underwriters. This office is in Upstate New York, and you must be in a few days a week. This role comes with a competitive salary, benefits, opportunity for equity, and a full relocation package will be granted for the right candidate.

Please contact Colin Morgan to learn more.

Our client, a successful global cyber MGA with offices in New York City and Chicago, is looking for strong production underwriters at varying levels to join their organization.

If you have anywhere been 2-5 years of Cyber Underwriting experience (Team Leads with closer to 10 years of  Cyber Underwriting experience in the Chicago area are also welcome to apply), have worked with retail brokers, are willing to get out of the office in a client-facing capacity to build a book of business, and are looking to join an organization looking to scale, then contact Colin Morgan to learn more! 

These are hybrid positions, and these candidates must report 3-4 days a week to one of the client's offices in New York City or  Chicago. This company offers competitive pay, benefits, and room for growth. 

Our client, a specialized MGU offering casualty coverages for habitational/real estate is growing and looking for a seasoned primary casualty underwriter to join their team!

The ideal candidate will have at least 3 years of production or renewal underwriting experience specific to GL/Casualty accounts around $25k-$30k in premium, can handle a high volume of work, and will have a strong track record of working remotely on a small team.

This role is fully remote with some visits to an office hub in select major cities. This is a great opportunity to join a scaling and successful program with room for advancement! Please contact Colin Morgan to learn more.

Our leading MGA client is seeking an experienced SVP of Underwriting to oversee and grow its Excess Casualty & Excess Auto business unit. This role will lead a team of 25, driving profitability, expansion, and operational excellence in the Specialty E&S, Non-Admitted space.

The ideal candidate has 10-15 years of experience in Excess Casualty & Auto underwriting, a proven track record of managing P&L, and strong leadership skills in building and optimizing high-performing teams. Experience managing a $100M+ GWP book and a team of 20+ is essential.

This is a remote position with a Northeast presence preferred. Travel required to collaborate with teams, carriers, and reinsurers. You must have expertise in E&S markets, a strong industry network, and true people management experience to advance the existing teams.

Contact Harrison Hines to learn more.

Our fast growing MGA is diversifying their portfolio and looking for program underwriting leaders and seasoned production underwriters to build or join programs across professional liability, commercial auto/ trucking, E&S property, and more.

Through M&A,  this client has capacity and resources day one for program leaders to be hired quickly and up and writing business within a couple of months of hire.  If you've wanted to start your own program with more peace of mind and a shorter launch time, this is a great opportunity to pursue.

Strong underwriters who want to support existing and competitive new programs are also a need.  Positions are fully remote!  Contact Stacy St. Onge to learn more.

Due to continued growth and an increase in enterprise-level initiatives, Smith & Wilkinson has been retained by Launch Credit Union to manage the search for their next Senior Project Manager.

About Launch Credit Union:
Headquartered in Florida’s Space Coast with $1.4 billion in assets, Launch Credit Union serves members through nine branch locations across Brevard and Volusia counties. Since 1963, Launch has been committed to helping individuals and businesses achieve their financial goals. Whether through robust digital banking solutions or personalized, in-branch service, Launch empowers members to “Go Beyond” and thrive financially.

About the Role:
The Senior Project Manager is a critical, specialized role reporting to the VP of the Project Management Office. This individual will lead high-impact, cross-functional programs and projects, ensuring alignment with organizational goals and delivering results on time and within scope and budget. Success in this role requires technical expertise, excellent communication skills, and a strong grasp of project management methodologies. The ideal candidate is highly collaborative, detail-oriented, and passionate about driving organizational progress in a fast-paced, regulated environment.

If you or someone in your network might be interested in this opportunity, please reach out to Nathan Townsend for more information.

Due to an upcoming retirement, Smith & Wilkinson is proud to partner with Lighthouse Credit Union on the search for their next VP, Finance.

About the company:

Founded in 1936 and federally chartered, Lighthouse Credit Union is a not-for-profit financial cooperative based in Dover, NH, serving over 165,000 members across New Hampshire and Maine. With total assets exceeding $1.9 billion, the credit union is committed to providing its members with accessible, member-focused financial services that foster both personal and community growth. Lighthouse offers a wide range of products, including checking and savings accounts, loans, and financial planning services.

Beyond banking, the credit union is deeply invested in its communities, supporting initiatives in affordable housing, health, and food security. With a strong financial foundation, boasting a net worth of $208 million and a capital ratio of 10.88%, Lighthouse continues to lead with a mission of making a meaningful impact through both member service and social responsibility.

About the Role:

Reporting to the CFO, the VP, Finance will lead and manage the Credit Union’s Accounting and Finance functions. Responsibilities include, but are not limited to, overseeing general ledger reconciliations, accounting systems, monthly close procedures, daily cash position management, allowance for credit loss analysis, compliance with GAAP, budgeting, forecasting, financial reporting, and strategic financial planning. This role is integral in partnering with leaders across the organization to provide insights and drive data-driven decision-making. The VP, Finance will lead the Accounting and FP&A teams and offer ongoing financial guidance to the leadership team.

If this opportunity is of interest, or if you know someone who may be a good fit, please don’t hesitate to reach out to Nathan Townsend or Darcy Flaherty for additional information.

Our client, an employee-owned MGA in business for the last 30+ years, is looking for a senior underwriting leader to join their existing Allied Health program to diversify and grow their $67mill GWP book.  

If you have strong production underwriting skills and have a proven track record underwriting general and professional liability books specific to risks like Home Health & Hospice, Therapy, Dialysis Centers, Medi- Spas, Pharmacies, and others, then contact Stacy St. Onge or Harrison Hines to learn more.

You must have strong retail relationships to be considered and confidence in hitting $1mill GWP in new business year one.  Compensation will align with book growth, equity will be awarded!

Position is remote with quarterly HQ visits or conference attended when needed.

Granite Edvance (formerly the New Hampshire Higher Education Assistance Foundation, or the NHHEAF Network) has been helping New Hampshire families plan and pay for higher education for over 60 years. They are a capable and trusted provider of student loan products. As a leading non-profit organization, Granite Edvance provides students, families, and schools with expertise and support on all parts of college and career planning. They are laser-focused on one thing – helping the students and families of New Hampshire.

Provide strategic leadership and oversight of the organization’s marketing campaigns in support of the mission, with a particular focus on Granite Edvance’s lending programs. Build and oversee all aspects of a marketing analytics framework, providing reporting, analysis, and other findings as requested in support of evaluating the effectiveness of both the Communications Team and organizational goals and objectives. Collaborate across business units to align marketing efforts with strategic initiatives and organizational goals. Utilize key technologies and best practices to support and lead critical functions and projects of the Communications team.

Smith & Wilkinson has been retained by HRCU to manage the search and selection for the Credit Union’s first Chief Retail Officer.

Founded in 1962, HRCU is a state-chartered and federally insured credit union with approximately $450 million in assets. Headquartered in Rochester, New Hampshire, HRCU was originally established to serve the French-Canadian members of the Holy Rosary Parish, operating for much of its history under the name Holy Rosary Credit Union. Over time, HRCU expanded its charter to become a community credit union, broadening its field of membership to include residents, family members and businesses in New Hampshire and York County, Maine.

Today, HRCU serves approximately 24,000 members, offering a full suite of consumer and small business products and services through a traditional branch network as well as online and mobile platforms. With the recent addition of its newest branch in Greenland, New Hampshire, HRCU now operates five retail locations. Backed by consistently strong earnings, the credit union is well-positioned for continued growth. As a mission driven community financial institution, HRCU remains dedicated to continually improving its technology and service offerings to better serve its members, while staying true to its founding principle of “Neighbors helping Neighbors."

Reporting to the Credit Union’s President & CEO and serving as a key member of the Executive Management Team, the Chief Retail Officer (CRO) will be responsible for overseeing all aspects of Retail Banking, including Digital Banking and the ITM/ATM Network, Business Services, Member Support, and Wealth Management. The CRO will drive the development and execution of both short- and long-term strategic plans and goals in alignment with the mission and culture of this member focused organization.

We are seeking an exceptional, service-minded executive with demonstrated expertise in retail banking, leadership, coaching and strategic planning. Contact William Wegener or Cameron Boyd to learn more!

Smith & Wilkinson has been retained by $13B OceanFirst Bank, a publicly traded and forward-thinking $13B institution, to lead the search and selection process for their Chief Information Security Officer (CISO). The CISO will have the opportunity to shape the bank’s security posture, drive transformation, and contribute to the growth of this innovative organization.

Headquartered in Toms River, New Jersey, OceanFirst Bank has been a trusted financial partner for over 120 years, offering personalized banking solutions and exceptional service to businesses and individuals across the Mid-Atlantic region. Known for its community involvement, customer-centric approach, and commitment to innovation, OceanFirst Bank stands out in the banking industry. The bank's success is built on a foundation of trust, and its strategy for growth and expansion reflects its ability to stay ahead of industry trends.

This critical leadership role will be responsible for creating, implementing, and maintaining a comprehensive information security program that ensures the integrity, confidentiality, and availability of all critical data. The ideal candidate will be a strong leader, focused on fostering a culture of security awareness across the organization, setting strategic priorities, and driving innovation to protect the bank and its customers.

For more information or to arrange a confidential conversation, please contact:

Cameron Boyd, Managing Partner, Financial Services at cboyd@smithandwilkinson.com

Darcy Flaherty, Senior Associate, Financial Services at dflaherty@smithandwilkinson.com

Smith and Wilkinson is currently retained on a search for a Director, Internal Audit for Municipal Credit Union. This is a highly visible role reporting directly to the Supervisory Committee and administratively to the General Counsel, and will oversee both a small internal team as well as manage an important outside vendor relationship. The incumbent will be responsible for developing, executing upon and also continuingly improving a proven risk-based internal audit plan for the credit union. This person should be capable of both designing a process and the strategy component of that and being “hands on” and performing ad-hoc audit work as needed by the institution.

Our successful property & casualty fronting carrier client representing a mix of commercial and personal MGAs, is adding to their finance team and in need of an experienced reinsurance accountant to ensure compliance with statutory reporting requirements, review premium and loss reports, reconcile insurance balances, prepare reinsurance statements, and support audits and month-end closings.

The role will require strong data analysis skills in Excel or SQL as they are in the process of automating their manual processes and the accounting team will work closely with the Data/ IT team to customize efficiencies within the department.

If you enjoy helping an organization evolve, working with a very collaborative team, and prefer a fully remote role, then let's discuss! Position will advance as the team continues to grow.

Contact Walker Robinson to learn more. 

Our client, an employee-owned MGA in business for the last 30+ years, is looking for a senior production underwriter for their $25 Million GWP Golf and Hospitality Program.

This role will be hands on writing new and renewal business, engaging with brokers in various regions around the U.S. covering general liability, liquor liability, slips & falls, property, for accounts averaging $75k in premiums.

You must have a minimum of 5 years' underwriting experience supporting hospitality books and strong client management skills to be considered.

This position will join a team of proactive and detail-oriented Underwriters around the U.S. and can be remote anywhere in the country as long as you are willing to travel occasionally to conferences and/or company headquarters to meet with the team. This role comes with competitive pay, benefits, and opportunity for upward mobility.

Contact Walker Robinson to learn more!

Our Property & Casualty insurtech client is growing and in need of a Corporate Counsel to act as the go-to legal partner across Marketing, Product, and Business Development, ensuring that innovation and compliance go hand in hand.

You will provide guidance across marketing, privacy, and customer communications, create/ implement various compliance policies on all external collateral and lead gen initiatives, draft/ revise carrier agreements, manage regulatory audits, as well as lend general support with NDAs, vendor agreements, and other corporate legal needs.

You must have a minimum of 5 years of experience as in-house property & casualty carrier or insurtech counsel working closely on compliance matters to be considered. Position can be partially remote out of the New England area and you must be willing to visit their greater Boston based HQ a few times a quarter.

Role comes with competitive pay, excellent benefits package, and equity!

Contact Harrison Hines to learn more.

Under the direction of the Chief Lending Officer, the VP, Senior Commercial Lender is responsible for prospecting and servicing a variety of commercial loans. The selected individual will interview applicants, obtain and review required financial information, build a highly visible reputation as a commercial loan expert, that will result in the generation of quality commercial loans that meet the criteria of Pathfinder Bank’s loan policies. Our client is seeking a seasoned Commercial Lender with a focus on Commercial and Industrial (C&I) lending to join a dynamic founding team. As a key player in the mission of Pathfinder Bank, this individual will contribute to building strong relationships, supporting small and medium sized businesses, and driving the success of entrepreneurs in the communities they serve. The position of VP, Senior Commercial Lender will also assist in attaining established Bank, region, and branch goals, and is expected to provide leadership, training and support to less experienced loan officers and other staff members.

Smith & Wilkinson has been retained by Harvard Federal Credit Union (Harvard FCU) to lead the search for its first-ever Chief Information Officer (CIO). Harvard FCU, a $1.2B federally chartered credit union headquartered in Cambridge, MA, is embarking on this transformative leadership journey to drive innovation and growth.

With a membership of over 56,000 members and a rich history of serving Harvard University affiliates, Harvard FCU has grown to serve the broader Greater Boston area and is expanding into underserved regions. This credit union is committed to providing exceptional financial solutions, personalized service, and cutting-edge technology to meet the evolving needs of its diverse membership.

As the inaugural CIO at Harvard FCU, the successful candidate will play a pivotal leadership role by:

- Defining and driving the organization's technology vision and strategy

- Leading digital transformation initiatives across the organization

- Overseeing the operations of IT, Digital Banking, Data Analytics, Card Services, and Business Applications

- Collaborating with a dynamic executive team to advancing Harvard FCU's mission of delivering outstanding member experiences

This key leadership role demands a strategic thinker and seasoned technology executive capable of leading a large, diverse team while advancing the credit union’s mission of delivering outstanding member experiences.

To learn more contact Darcy Flaherty or Cameron Boyd for details on this exciting opportunity to join a forward-thinking and collaborative team.

Darcy Flaherty

dflaherty@smithandwilkinson.com

Cameron Boyd

cboyd@smithandwilkinson.com

Granite Edvance (formerly the New Hampshire Higher Education Assistance Foundation, or the NHHEAF Network) has been helping New Hampshire families plan and pay for higher education for over 60 years. They are a capable and trusted provider of student loan products. As a leading non-profit organization, Granite Edvance provides students, families, and schools with expertise and support on all parts of college and career planning. They are laser-focused on one thing – helping the students and families of New Hampshire.

In conjunction with the VP, Chief Financial Officer, the VP, Controller will be responsible for leading and supporting efforts designed to position the organization for ongoing growth, financial strength and stability. This person will oversee and direct accounting operations, financial reporting, budgeting, payment processing, and reconciliation activities to include external/GAAP financial reporting, management reporting, audit and treasury operations.

Smith and Wilkinson is currently partnering with Planet Home Lending, a nationwide top 10 mortgage company, on a search for their next Data and Reporting Manager due to an upcoming retirement. This role will work hand in hand with the units within the Servicing Division on the aggregation, review and presentation of data to both internal and external stakeholders including rating agencies. Please contact Stephen Peary for a confidential discussion around the role.

Our established regional commercial property & casualty carrier client is seeking a dynamic and experienced CEO to lead them into the next phase of profitable growth. This role will modernize operations and customer service, expand agency relationships, and introduce new middle-market products to grow their GWP and enter new territories while maintaining strong underwriting discipline.

The ideal candidate has 15+ years in commercial P&C insurance, significant P&L management experience from an underwriting leadership or operations standpoint, and deep agency relationships in the Southeast. This hands-on leader will build and develop a high-performing team, drive strategic expansion, and shape the company’s long-term vision.

You must be based in the Southeast and willing to travel to their HQ outside of Atlanta frequently.  Role comes with significant equity.  Contact Stacy St. Onge to learn more.

Wholesale Broker, Hospitality & Entertainment- fully remote!

Our tech driven wholesale broker client is diversifying their appetite and in need of a (S)VP level Hospitality & Entertainment casualty specific wholesale broker to solicit, market, quote/bind, and confirm new and existing business.

This role needs a proven track record of building a book of business from scratch with accounts ranging in any mix of restaurants, liquor stores, live/ special events, music venues, retreats, etc. specific to casualty.

If you have strong carrier, client/ agent relationships, want lucrative incentives allocated to grow a book of business, and want more autonomy over your approach to the market, then contact Stacy St. Onge to learn more.

This is a fully remote role involving some travel to meet with clients and to the HQ in Dallas when necessary. You do not need to move a book of existing business, just solid relationships to create a footprint for a new organization.

Our scaling fronting carrier client is adding to their Casualty Programs Team and looking for an AVP-level program / portfolio casualty underwriter to help manage a dozen programs from a referral and cross functional standpoint to ensure the continued success of these books.

The ideal candidate will have a strong underwriting background in any mix of admitted and commercial General Liability, Auto and Excess casualty business (MGA experience is a plus, but not mandatory), will interface with back-office departments and externally with brokers and program leaders running due diligence of underwriting guidelines, forms, market analysis, and more.

This position will join a team of proactive and detail-oriented underwriters around the U.S. and must report to their NYC office 1-2 days a week. Please contact Colin Morgan to learn more!

Senior Vice President, Underwriting, Excess Casualty & Auto

Our leading MGA client is seeking an experienced SVP of Underwriting to oversee and grow its Excess Casualty & Excess Auto business unit. This role will lead a team of 25, driving profitability, expansion, and operational excellence in the Specialty E&S, Non-Admitted space.

The ideal candidate has 10-15 years of experience in Excess Casualty & Auto underwriting, a proven track record of managing P&L, and strong leadership skills in building and optimizing high-performing teams. Experience managing a $100M+ GWP book and a team of 20+ is essential.

This is a remote position with a Northeast presence preferred. Travel required to collaborate with teams, carriers, and reinsurers. You must have expertise in E&S markets, a strong industry network, and true people management experience to advance the existing teams.

Contact Harrison Hines to learn more.

S&W has been retained by the Massachusetts Bankers Association (“Mass Bankers” or “MBA”) to manage the search and selection process for the organization’s next SVP, Chief Financial Officer.

Mass Bankers is a 120-year-old diversified trade association that serves approximately 120 banks in Massachusetts, as well as dozens of Associate members. The association's primary purpose is to provide advocacy at the state and federal levels to its members, along with offering quality products and services that enhance the interests of those members - ranging from its insurance trust to educational seminars. In terms of size, diversity of offerings, and overall reputation, Mass Bankers is widely regarded as one of the top state banking associations in the country. The association’s revenue comes primarily from membership dues, educational conferences and seminars, and affiliate offerings. As a non-profit, the association is governed by a board of directors, with elected board officers.

Reporting to the CEO, the Chief Financial Officer (“CFO”) will join a collaborative leadership team and play a key role in the ongoing evolution of this important and multifaceted trade group. In addition to the overall financial management of the association, the CFO will oversee the finance and accounting functions of the association’s subsidiaries and charitable foundation, as well as those of other state associations. The role will involve presenting to, and collaborating with, the Board of Directors on a regular basis and liaising with key external partners, including but, not limited to, audit and law firms and the financial advisor responsible for Mass Bankers’ investment portfolio.

We are seeking an exceptional finance and accounting professional for this highly visible role, with demonstrated technical expertise, leadership abilities, and strategic vision. For a confidential conversation, please reach out to Moriah Maron, Partner & Director of Recruiting, Financial Services, (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

I’m excited to share that Smith & Wilkinson has been retained by Empeople Credit Union ($2.25B) to lead the search for their next Maine Market President, a key leadership role focused on driving market growth and deepening community relationships across the state.

Empeople Credit Union has a rich 90-year history of empowering its members on their financial journeys. Originally founded as Deere Employees Credit Union and later merging with Infinity Credit Union, their mission remains rooted in supporting its members through personalized financial services. As a member-owned institution, Empeople is committed to fostering growth, creating financial freedom, and building a trusted community. Their vision is centered on continuous improvement and providing thoughtful guidance to help members reach their lifelong goals.

This is a fantastic opportunity for a strategic, growth-oriented leader to shape the credit union’s presence in Maine. The ideal candidate will be responsible for expanding market share through business and community development, enhancing the member experience across all delivery channels, and leading branch operations with a strong focus on sales and service excellence. Additionally, they will drive loan and deposit growth, strengthen financial wellness initiatives, and build key relationships with businesses, community partners, and centers of influence.

We’re looking for a proven financial services leader with a track record of market expansion, community engagement, team leadership, and relationship-driven growth.

If you or someone in your network would be a great fit, please reach out to Nathan Townsend or Darcy Flaherty. 

S&W has been retained by Washington Trust to manage the search and selection process for the bank's Chief Commercial Banking Officer.

Washington Trust has a rich and unique history dating back to the Bank’s founding in1800. Headquartered in Westerly, Rhode Island, Washington Trust is the oldest community bank in the U.S., the largest state-chartered bank headquartered in the Rhode Island, and one of the regions the premier financial institutions. The Bank has approximately $6.9B in total assets, manages $7.1B in wealth assets under administration, has $5.1B in deposits, and a $5.1B 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. Based on the Bank’s most recently published investor relations information, the Bank had a return on equity (ROE) of 8.99%, return on assets of 0.60%, outstanding asset quality metrics, and is well capitalized.

Reporting directly to the bank's Chairman and CEO, the Chief Commercial Banking Officer will serve as a key division executive and member of executive leadership, responsible for the overall success of this critical business unit. We are seeking highly accomplished commercial banking executives for this visible public company leadership role. For additional information, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Carll Wilkinson, President & CEO (cwilkinson@smithandwilkinson.com).

Bristol County Savings Bank has selected S&W to lead the search and selection process for its next Director of Information Technology. 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.

Reporting to the EVP/CIO, this critical leadership role will oversee the bank’s IT operations, infrastructure, network security, telecommunications, and business continuity planning while managing a team of six IT professionals. The ideal candidate will have 10+ years of network management experience in a multi-site environment, including at least 5 years of managing technical staff. A strong background in VMware, Active Directory, Office 365, and firewall/network security is essential, with experience in financial services or other highly regulated industries preferred. Familiarity with Fiserv DNA or COCC Insight is a plus. This is an exciting opportunity to shape the technology strategy of a strong, community-focused institution.

If you are interested in learning more or know someone who might be a good fit, please reach out to Nathan Townsend or anyone on our financial services team.

Our North American MGA client that holds the pen is launching in the U.S. and looking for seasoned production underwriters in any mix of Industries/ Products like Life Sciences, Technology, Professional Lines, Accountants & Engineers, Lawyers, Medical Equipment and more, writing a mix of Professional Liability, MPL, D&O, E&O, Cyber, etc.  to establish a book and team in a remote capacity.

They will provide the back office resources, technology, capacity, and distribution support to help reach very realistic GWP goals year one and beyond.  

This is a great opportunity for someone who is entrepreneurial but realistic about growing slowly (think $1mill GWP year one).  A minimum of 5 years of production underwriting is required. Equity will be granted!

Contact Stacy St. Onge to learn more.  

Champlain National Bank’s history dates back to 1909 when Lake Champlain National Bank began operations in Westport, NY. In 1959 it merged with Essex County National Bank, based in Willsboro, NY, and dropped “Lake” from its name. Today Champlain National Bank has over $510MM in total assets and is a full-service financial institution offering consumer and commercial products and services. The Bank currently has retail branches in Elizabethtown, Crown Point, Keene, two in Plattsburgh, Champlain, Lake Placid, and Saranac Lake. The Bank’s Board of Directors and employees are proud of the Bank’s long history serving the people of Essex, Clinton, and Franklin counties as the area’s local, community-focused Bank.

Smith & Wilkinson has been retained to find Champlain National Bank’s next SVP Chief Financial Officer. The Chief Financial Officer will develop, plan, coordinate, organize, manage and direct the overall activity of the Bank’s financial functions. This individual will be fully responsible for the overall management and strategic direction of all core Finance, Treasury, and Accounting operations. In keeping with the goals and objectives established in the Bank’s Strategic Plan, the CFO will plan, manage, and implement financial strategies and processes that will optimize the institution’s risk position, earnings performance, liquidity, interest rate risk and capital.

Smith & Wilkinson is honored to be partnering with Webster Five to manage the search for the institution's next CFO & Treasurer.

Webster Five is a leading community bank committed to providing a seamless and convenient banking experience to customers across Massachusetts and Northeast Connecticut. Operating 7 branches in Central Massachusetts, Webster Five is an independent bank with a mutual capital structure, meaning no shareholders, and a mandate is to operate for the benefit of its customers. The Bank's primary business is driving deposit growth through new and existing customer relationships and using these funds to make loans to businesses and consumers. Webster Five has total assets of $1.3B and growing rapidly, with capital strength and earnings performance significantly superior to peers.

Webster Five is seeking a talented and strategic CFO to lead the Bank’s financial strategy. This opportunity comes as the CFO has transitioned to President/Elect, preparing to step into the President/CEO role upon retirement on July 1. It's a great chance to join a team that values growth and leadership development.

The CFO serves as a key member of the Leadership team, providing strategic input and financial insight to the CEO, Leadership team, and Board, and contributing to and championing bank-wide strategy. The CFO will play a key role in shaping the overall vision and strategy of the Bank, with direct oversight of all finance and accounting, including developing financial strategies, internal and external reporting of results, and the ongoing development and monitoring of control systems designed to preserve the Bank’s assets and report accurate financial results. The CFO will serve as the Chair of the Bank’s Asset/Liability Committee, and be a member on Budget, Compliance, CRA, ERM and IT Steering Committees. The CFO must possess an impeccable professional reputation, sound judgment, true character, and the highest level of integrity.

For more information and a confidential conversation, please contact Carll Wilkinson, President & CEO, (cwilkinson@smithandwilkinson.com) or Julia Crouter, Senior Associate (jcrouter@smithandwilkinson.com).

Due to the planned retirement of its Chair of the Board, President & CEO, Lisa Oliver, S&W has been retained by The Cooperative Bank of Cape Cod (“TCBCC”) to manage the search and selection process for the Bank’s next President & CEO. TCBCC is a $1.6 billion mutual community bank, founded in 1921 and headquartered in Hyannis, Massachusetts.

The Bank seeks a dynamic and strategic leader to drive financial growth, operational excellence, and technological innovation - while preserving the Bank’s independence and strong community focus. The next CEO must possess the expertise to strengthen TCBCC's competitive edge, improve financial performance, and enhance customer and employee engagement - while ensuring that the Bank remains the best financial partner for Cape Cod businesses and residents.

For more information about this unique community bank leadership role, please contact a member of the S&W Search Team: Moriah Maron, Partner & Director of Recruiting, Financial Services (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

Chief Underwriting Officer, Professional Liability

Our international MGA that holds the pen is launching in the U.S. and looking for a Chief Underwriting Officer with a generalist Professional Liability background to help them establish their presence across Life Sciences, Technology, Professional Lines, Accountants & Engineers, Lawyers, Medical Equipment and more.

This role will oversee small teams/ programs dedicated to various industries, help establish underwriting strategies, processes, procedures, support the creation of underwriting guidelines, and manage key carrier and broker relationships to ensure the growth of these programs and ensure above industry average loss ratios.

This is a remote role that will involve some travel to their MGA partners in Chicago, conferences, and for team meetings.

Contact Stacy St. Onge to learn more.

Granite Edvance (formerly the New Hampshire Higher Education Assistance Foundation, or the NHHEAF Network) has been helping New Hampshire families plan and pay for higher education for over 60 years. They are a capable and trusted provider of student loan products. As a leading non-profit organization, Granite Edvance provides students, families, and schools with expertise and support on all parts of college and career planning. They are laser-focused on one thing – helping the students and families of New Hampshire.

Responsible for the advancement and success of the organization’s student lending programs and portfolio with special attention to creating programs of benefit to New Hampshire residents. Within the context of a mission-oriented, not-for-profit lending organization, the VP, Lending will identify opportunities for new product development, innovation and implementation. In addition, this person will serve as a key external-facing leader for the organization’s business development activities, facilitating growth of the private loan program regionally and nationally.

Smith & Wilkinson is proud to partner with Municipal Credit Union (MCU) in the search for their next Director, Quality Control & Quality Assurance. This key strategic role, reporting to the Chief Risk Officer, is dedicated to ensuring operational excellence and regulatory compliance within the Risk Management team.

For over a century, MCU has served more than 600,000 members, delivering financial products and services with excellence and integrity. The Director, QC & QA will play a critical role in safeguarding MCU’s operational integrity by developing and overseeing comprehensive quality assurance and control frameworks. This leader will drive compliance, mitigate risk, and enhance efficiency across multiple business units - fostering a culture of continuous improvement.

This opportunity is ideal for a seasoned QA/QC professional with 7+ years of experience in financial services (preferably in credit unions or banking), a strong grasp of regulatory compliance, and a proven ability to lead quality assurance programs in high-volume environments.

Smith & Wilkinson is proud to partner with Municipal Credit Union (MCU) in the search for their next VP, Real Estate—a key leadership role shaping the future of MCU’s residential lending strategy. For over 100 years, MCU has served 600,000+ members, delivering affordable financial products while honoring the credit union promise of “people helping people.”

Reporting directly to the Chief Lending Officer, the VP, Real Estate will lead portfolio management, secondary market sales, team development, and process optimization—ensuring MCU’s mortgage lending operation remains competitive, compliant, and member-focused.

Based in New York City, this opportunity is ideal for a mortgage lending executive with 10+ years of leadership experience and expertise in secondary market sales, compliance, and operational efficiency in a high-volume environment.

Does this look to be of interest, or do you know someone who could be a great fit? Let’s connect! Smith & Wilkinson specializes in executive search and leadership advisory for financial institutions, helping organizations find, retain, and develop top-tier talent.

Reach out today to learn more!

Founded in 1800, Washington Trust has a rich and unique history as the oldest community bank in the U.S., the largest state-chartered bank headquartered in the Rhode Island, and one of the regions the premier financial institutions. The Bank has approximately $6.9B in total assets, manages $7.1B in wealth assets under administration, has $5.1B in deposits, and a $5.1B 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 8.99%, return on assets of 0.60%, outstanding asset quality metrics, and is well capitalized.

The Director of Cash Management and Treasury Services will manage the various cash management needs and functions of Washington Trust’s commercial (C&I, Business Banking and CRE), and municipal clients. Most importantly this individual will provide leadership, mentorship, and direction to the Bank’s successful cash management team to drive the Bank’s deposit gathering and fee income objectives. The successful candidate will have experience developing key metrics and sales strategies to ensure the team delivers on the goals of the organization, as well as driving growth and retention of client relationships. To learn more and for a confidential conversation, please reach out to Moriah Maron, Director of Recruiting, (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, (cboyd@smithandwilkinson.com).

Our P&C fronting carrier client is growing their finance team and in need of an Internal Audit Director to get them in compliance with Model Audit Rule by designing and implementing this program from the ground up.

This role will be hands-on working with offshore teams and consultants to design and set internal controls, report on plans and progress to the Audit Committee, create audit policies and procedures, and present audit findings to senior leaders and board members.

You must have several years of hands on experience with MAR implementation from a consulting or internal carrier perspective to be considered.

Position is fully remote! Contact Harrison Hines to learn more.

Our multi-line P&C carrier based in New England is growing and in need of a Commercial Lines Underwriter to service accounts throughout Maine, Vermont, and New Hampshire.

This role will handle new business and renewals of middle market package policies equaling around $7mill in GWP.

This is a fully remote role out of any New England state and you must have at least 2 years of Commercial Package Property & Casualty underwriting experience specific to New England to be considered and open to visiting agents once a quarter.

Company offers fantastic work/ life balance and stability with an established organization. Contact Walker Robinson to learn more.

My successful MGU client is growing and looking for seasoned E&S underwriters, as well as a senior leader with extensive E&S book management to join either their sports & entertainment or E&S casualty programs handling renewals and new business writing energy, real estate, hospitality or sports leagues, roller rinks, and entertainment venues.

If you are open to focusing on the above industries from an E&S standpoint then let's discuss!

This role is partially remote out of multiple cities nationwide.

Hope to share more. Thanks!

Our MGA client is diversifying their portfolio and looking for a professional liability program to start writing business.  If you are a seasoned underwriting leader looking to build a team and manage a new book of business based on your underwriting expertise, broker relationships, and industry knowledge, then contact Stacy St. Onge to learn more.

Company provides capacity, technology, and capital to set you up for success.  Fully remote!

Smith & Wilkinson has been retained by Municipal Credit Union (MCU) to manage the search for their newly created role, Vice President of Strategic Insights. For over 100 years, MCU has proudly served more than 600,000 members, delivering affordable financial products and services while honoring the credit union promise of “people helping people.”

Reporting directly to the Chief Strategy Officer, the VP of Strategic Insights will lead MCU’s data strategy, focusing on delivering actionable insights that drive decision-making and organizational growth. This role will play a key part in growing membership, increasing loan volume, and strengthening member relationships by leveraging data analytics and cross-functional collaboration.

For additional information, please contact Nathan Townsend.

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).

Technical Product Owner, remote!

Our successful E&S agriculture MGA client is adding a Technical Product Owner to their Dev Ops team to support the creation, implementation, and post launch of their B2B Saas products, analyzing and reporting on various APIs to a mix of internal departments and external vendors.

You will be hands on putting together technical user story definitions, assessing performance of web interfacing and mobile applications, helping with data ingestion, proof on concepts, and more.

You must have at least 3 years of experience in insurance and preferably a start up environment as a product owner or technical business analyst. Prior B2B Saas product experience is required.

Position is fully remote! Contact Harrison Hines to learn more.

Our fast-growing MGA client is launching a new program dedicated to Professional Lines, Directors & Officers and in need of a senior underwriting leader to grow the book of business, build a team, and expand offerings.

Capacity, resources, and capital are in place to set the right underwriting expert up for success! Position is fully remote, comes with autonomy on what to write and how to distribute their offerings, as well as competitive incentives/ equity to hit certain GWP goals. No prior program experience is required, but you must have at least 10 years of building and managing large books of Professional Liability/ D&O/ Management Liability offerings to be considered.

Please contact Stacy St. Onge to learn more!

Our growing program administrator client has built out a new wholesale division and in need of Workers Compensation inside/ servicing brokers to tackle incoming business and place accounts.  

This position will work closely with agents, underwriters, and carriers setting up new accounts and renewals, market submissions, reports, and more specific to Workers Compensation accounts ranging up to $10k in premium, with some up to $100k.

If you have at least a few years of wholesale broking/ placement support or as a production workers compensation underwriter, then contact Colin Morgan to learn more.

Position is fully remote and comes with growth as the department continues to scale.