Our growing boutique reinsurance broker is in need of a Head of Client Services to takeover the management of an existing client services team that is supporting a mix of producing brokers across MGA, carrier, and ILS business.  

This role requires 15 years minimum working in a client solutions driven role within a traditional reinsurance broker to help the company scale and implement new processes and technologies to better service their accounts and better support their brokers to attract and maintain business.

This is a fully remote role, comes with equity, and is ideal for someone who is entrepreneurial and enjoys a fast paced environment that embraces new ideas.

Contact Walker Robinson to learn more!

Our client, a $100M GWP warranty and inland marine program, is growing and looking to add an Inland Marine Production Underwriter to the team.

This role is highly production-focused, responsible for underwriting and binding new business, managing carrier relationships, advising on rate adjustments based on loss performance, and driving growth through partner channels including equipment dealers, rental companies, and financing/manufacturers.

Qualifications:

• 5+ years of inland marine production underwriting experience (MGA/program experience preferred)
• Strong coverage analysis skills and ability to clearly articulate coverage and claims scenarios
• Proven track record of pitching products to clients and managing a high volume of submissions

This is a fully remote role offering strong autonomy, inbound deal flow, and long-term growth opportunity. Candidates must be willing to obtain their agent license within the first few months (company supported).

Contact Lauryn Kothavale to learn more.

Due to a planned leadership transition, S&W has been retained by QNB Corp., the holding company of QNB Bank (OTCQX: QNBC, “QNB”), to manage the search and selection process for the bank’s next President.

Established in 1877, QNB is a full-service community bank headquartered in Quakertown, Pennsylvania and serving business and consumer customers primarily in the economically vibrant counties of Bucks, Lehigh, and Montgomery. Today, QNB has approximately $1.8 billion in total assets. In September of 2025, QNB entered into a strategic merger agreement with Victory Bank that will bring total assets to approximately $2.4 billion, and which is expected to close in Q1 of 2026. The bank is in strong financial condition, with its recent financial performance driven by growth in NIM, loans, and deposits. For the Period ending 9/30/25, QNB had a NIM of 2.93, ROA of 0.91, ROE of 13.35, efficiency ratio of 62.89, noncurrent loans to loans of 0.72, and core capital of 9.75. The bank has an approximately $1.2 billion loan portfolio, $1 billion of which is secured by commercial real estate and 1-4 family real estate, and strong core funding and cost of funds to support its lending activities.

QNB offers a full suite of business and consumer banking products and services, delivered through 12 retail locations as well as online and mobile solutions. Additionally, the bank offers Investment solutions through QNB Financial Services, an LPL affiliate, with the aim of supporting the total financial relationship of its customers. Beyond financial performance and the products and services that it offers, at the core of QNB’s success is its 200+ employees, many of whom have enjoyed long careers with the bank, and team-oriented corporate culture. With stability and longevity as hallmarks of the bank’s culture, it has had only 7 Presidents since its founding in 1877.

We are seeking exceptional banking talent for this unique, public bank leadership opportunity. For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Moriah Callahan, Partner & Director of Recruiting (mcallahan@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).

High Net Worth Product Manager

Our High Net Worth/ Personal Lines Carrier client is growing their homeowners, yacht, aviation, collections, auto, and excess markets throughout the U.S. and in need of a strong product manager to conduct regular competitive analysis, ensure policies are in compliance, support pricing, and most importantly, advocate for sales and underwriting to ensure new business and renewals are on track for growth.

The ideal candidate will bring at least 10 years of experience in the high-net-worth personal lines space, be hands on pulling reports to present to actuarial, underwriting, claims, and senior leaders, and will have expertise in various states' regulatory and compliance requirements, all with a desire to be influential in order to grow books of business.

The role can be remote or offer a hybrid schedule.

If this sounds like a fit, I’d love to connect and share more details.

Smith & Wilkinson is proud to partner with HRCU in leading the search for the Credit Union’s next President & Chief Executive Officer. The longtime President & CEO, Brian Hughes, has announced his intention to retire by the end of this year after a distinguished tenure with HRCU.

Headquartered in Rochester, New Hampshire, HRCU is a state chartered and federally insured credit union with nearly $500 million in assets, serving over 25,000 members across New Hampshire and Southern Maine. Founded in 1962 and rooted in the philosophy of “Neighbors helping Neighbors,” HRCU has evolved from its parish-based origins into a community credit union with five branches and strong digital banking platforms. Backed by consistently strong earnings performance, the organization is well positioned for continued growth.

The Chief Executive Officer will serve as the senior executive leader of the Credit Union, reporting directly to the Board of Directors and responsible for the overall strategic direction, operational effectiveness, financial performance, and cultural health of the organization. The CEO will lead the development and execution of strategic plans aligned with HRCU’s mission, values, and long-term goals, while supporting sustainable growth, operational soundness, and a strong organizational culture. This individual will oversee enterprise-wide performance, while advancing initiatives related to digital transformation, product and service innovation, member growth and experience.

This highly visible role calls for a strategic and forward-thinking executive to build upon HRCU’s strong foundation and lead the organization through its next phase of growth, while remaining grounded in the Credit Union’s mission, culture, and enduring commitment to its pillars of People First, Doing Things Right, Flexible Service and Community Driven.

For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.

Smith & Wilkinson has been retained by $1.9B MountainOne/Mechanics Cooperative to lead the search for an SVP, Operations. Following the regulatory approval and completion of the merger of their parent companies on 1/1/26, the combined organization represents approximately $1.9 billion in assets and is building a scalable mutual holding company structure designed to support future growth. As two high performing, well capitalized institutions come together, MountainOne/Mechanics Cooperative is seeking a senior operations executive to lead the integration of loan operations, deposit operations, and eBanking across both banks while establishing a strong, unified operational foundation.

Reporting directly to the President and Chief Executive Officer of the holding company, the SVP, Operations will oversee loan operations, deposit operations, eServices, and related shared services functions. The role will lead the operational integration of MountainOne Bank and Mechanics Cooperative Bank, evaluate and standardize systems and workflows, enhance digital capabilities and core platforms, and serve as the primary liaison with key vendors. This executive will play a visible leadership role, partnering with senior management and presenting to the Board, while mentoring and developing the next generation of operational talent.

The role is ideally based in North Adams, MA, with regular presence in Taunton, MA. Candidates based in Taunton will be expected to spend meaningful time in North Adams to support integration efforts and team leadership.

The ideal candidate is a seasoned bank operations leader with significant experience overseeing loan and deposit operations in a community or regional banking environment. Experience navigating mergers, conversions, or complex system integrations is strongly preferred. This individual will bring a disciplined, process driven approach to operational excellence, balanced with the leadership presence and strategic perspective required to support a growing mutual organization. They will be equally comfortable in the details of day-to-day operations and at the executive table helping shape long term strategy.

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

First Bank of the Lake is a $2.2B commercial bank headquartered in Osage Beach, Missouri. The bank is one of the top small business lenders in the country having made over $2B in SBA loans since 2020. In addition, our client is ranked as a top 3 SBA franchise lender with over $600MM in franchise loans funded. The bank supports a variety of industries including healthcare, hospitality, legal, and construction.

Boasting a Net Interest Margin of 3.47% (reported as of 12/31/25) and a solid Tier 1 Risk-Based Capital Ratio of 15.63% (reported as of 12/31/25), our client is poised to continue its impressive growth. To assist in fueling that growth, Smith & Wilkinson has been retained on the search and selection process for an SVP, Treasurer.

The Treasury leader is responsible for managing the First Bank of the Lake’s balance sheet strategy, liquidity, funding, interest rate risk, capital planning, and treasury operations. The Treasurer plays a key role in strategic financial planning, profitability, and asset and liability management (ALM) while reporting to the EVP, Chief Financial Officer.

The PCW Management Center, is a single-family office located in Mystic, CT. 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, the family foundation, other 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 Leadership is actively involved in the personal, financial, and business affairs of the principals, their children, extended families, and friends

Smith & Wilkinson has been retained on the search and selection process for an experienced Senior Human Resources Manager to support a growing team of 80+ employees across 6+ multi-state locations..  The ideal candidate will have strong, demonstrated experience of developing, administering, and leading all functions across the HR-spectrum.

Due to a planned retirement, S&W has been retained to manage the search and selection process for AmeriServ Financial’s next CFO.

Founded in 1901, AmeriServ Financial (NASDAQ: ASRV) is a $1.5 billion publicly traded community bank headquartered in Johnstown, Pennsylvania. Guided by a “banking for life” philosophy, AmeriServ is committed to serving clients at every stage of their financial journey through a comprehensive suite of commercial and consumer banking products and services, delivered through 16 retail branches as well as robust online and mobile banking platforms. AmeriServ places its core constituents - shareholders, clients, employees, and the communities it serves - at the center of its strategy. This strong commitment to community banking, combined with disciplined financial management and diversified client services that includes an outsized and growing wealth management division, distinguishes the organization from many peer institutions. With a long-standing presence in its markets, a stable franchise, and meaningful opportunities for continued growth, AmeriServ Financial is well positioned to build on its legacy and continue serving its communities into its next century.

Reporting to the President and CEO, the EVP, Chief Financial Officer will play a critical leadership role at the Bank overseeing all aspects of financial management, reporting, investments, and strategic financial planning. Leading a talented team of 10 finance professionals, the CFO will direct regulatory and SEC reporting, budgeting, management of the investment securities portfolio, asset & liability management, while ensuring compliance with accounting standards and regulatory requirements. AmeriServ’s next CFO will also serve as a key liaison with regulators, external auditors, investors, and the board of directors, providing strategic guidance on the Bank’s financial performance, capital planning, and long-term business strategy.

We are seeking talented and strategic finance leaders for this unique public bank CFO opportunity. For additional information, or to arrange a confidential conversation, please contact Julia Crouter, Consultant (jcrouter@smithandwilkinson.com).

Smith & Wilkinson has been retained by Quincy Credit Union to lead the search for the organization’s next Director of Consumer Lending. Founded in 1937, Quincy Credit Union is a member focused, community based financial institution serving more than 38,000 members across the South Shore and Greater Boston region. Headquartered in Quincy, Massachusetts, with branches in Quincy, Weymouth, and Marshfield, and a new Hanover location opening soon, the credit union continues to grow in line with its strategic plan. Quincy Credit Union has built a strong reputation for personalized service, financial strength, and a deep commitment to helping members improve their financial well being. The organization has also demonstrated remarkable success in consistently growing both membership and core deposits, creating a strong deposit base and significant opportunity to continue expanding its lending programs.

The Director of Consumer Lending will play a key leadership role in shaping the next chapter of growth for Quincy Credit Union’s consumer lending function. Reporting to the Chief Lending Officer, this leader will help drive strategy, process improvement, and execution across consumer lending, with a particular focus on auto lending, personal lending, and credit cards. The role offers the opportunity to enhance the member experience and improve lending automation and decision making, while leading a tenured team. This is an excellent opportunity for a consumer lending leader who brings strong operational expertise, a forward thinking mindset, and a passion for building efficient, member centered lending programs within a growing and well respected credit union.

For additional information, please reach out to Darcy Flaherty, Consultant, Financial Services.

S&W has been retained by the Maine Bankers Association (MBA) to lead the search for its next President.

The MBA is a statewide trade organization representing the interests of Maine’s banking industry. Organized as a 501(c)(6) nonprofit, the Association provides advocacy, education, and strategic resources to support the strength and vitality of its member institutions and the communities they serve. With combined assets exceeding $42 billion, Maine’s banking industry plays a critical role in supporting economic development and financial stability throughout the region.

The Association serves as the unified voice of Maine’s banking industry in legislative and regulatory matters at both the state and federal levels. In addition to advocacy, MBA provides professional development programs, industry forums, regulatory and compliance support, and a range of endorsed services designed to strengthen the operational effectiveness of member institutions.

MBA also operates through several affiliated entities that support member banks and expand the Association’s service offerings, including Association Services Inc., Community Bank Insurance Agency, and two trust organizations that administer employee benefits and creditor insurance programs for participating institutions.

The Association now seeks a dynamic and strategic leader to guide MBA through its next chapter of industry advocacy, member engagement, and organizational growth. Contact Moriah Callahan or Cameron Boyd to learn more about this impactful leadership role.

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Personal Lines Excess & Surplus Underwriter to expand their E&S personal insurance business in Florida and the broader Southeast.

If you have deep experience in E&S personal lines underwriting - across products like HO2, DP1–3, umbrellas, high-net-worth, floaters, and collectibles - along with strong relationships with carriers and retail agencies, and have managed books of at least $1 Million in revenue, then contact Colin Morgan to learn more!

This role is ideally based in Florida due to the complexity of the market (particularly coastal risks) and requires the ability to operate independently, including hands-on management of bordereaux reporting.

The role involves some regional flexibility for Florida-based candidates and comes with a competitive salary and a lucrative bonus opportunity based on production and profitability.

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.

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.

Our rapidly growing MGA client, transitioning into a multi-program incubator, is seeking a Chief of Staff / Right-Hand to the CEO to act as the COO of the CEO’s office. This hands-on role partners closely with the CEO to triage and execute priorities, coordinate schedules, and oversee key initiatives, including leveraging the company as a vehicle for program due diligence and supporting new MGA acquisitions.

Other responsibilities include running and building the Chapel Hill, NC office, working with finance and legal to onboard new programs, leading the adoption of technology and AI, and operating as a practical lieutenant of everything, enabling the CEO to focus on strategy. This is a high-visibility opportunity for an experienced operations lead seeking to partner with the CEO to shape the company’s growth and further innovation.

Candidates must have at least 10 years of experience in an operations or project management function within a property & casualty programs division or MGA environment, be entrepreneurial, highly organized, and unafraid to “manage up.”

This role is based in Chapel Hill, NC to work alongside the CEO; relocation assistance is available. Contact Harrison Hines to learn more.

 

42 North Private Bank is seeking a dynamic, strategic, and execution-oriented SVP, Chief Financial Officer to join the senior management team. This leader will serve as a key architect of the Bank’s financial strategy, balance sheet discipline, capital planning, and long-term value creation.

The CFO will move beyond traditional controllership and act as a strategic partner to the CEO and Board, bringing forward-looking insight, analytical rigor, and disciplined financial leadership to support growth, liquidity, and profitability objectives.

This role is ideal for a high-performing executive on a business finance or accounting leadership track who is ready to contribute at the enterprise level.

Smith and Wilkinson is currently working with our client, a leading boutique commercial wholesale bank, who is seeking to add a Manager Director to their Energy Banking team. The role will focus on developing new client relationships both through direct calling efforts and working with partner banks to source business in the middle market space nationwide. This is an excellent opportunity for an entrepreneurial commercial banker who is seeking a well-capitalized platform committed to the energy space to serve their client base. Please contact Stephen Peary for a confidential discussion around the role.

Our established MGA client is growing and looking for a Commercial Property/ Casualty Binding Underwriter to help scale a fast-growing E&S binding operation. This role sits at the center of brokerage and binding activity, handling new and renewal business across a wide mix of risks including habitational, contractors, retail, restaurants, trucking, commercial auto, and other hard-to-place accounts.

We’re looking for a production-minded underwriter with a sales mentality who will pick up the phone, build relationships with retail agents and carrier partners, and find creative ways to get deals done rather than simply process submissions.

You’ll help grow a developing E&S platform with expanding binding markets and new specialty programs, managing your own book while contributing to the build-out of a team currently scaling beyond its core group. Ideal candidates have at least 3 years of binding authority experience, some market relationships, and the drive to hunt for opportunities.

Position is fully remote with quarterly visits to their HQ in Ohio. Bonuses uncapped based on production goals! Contact Colin Morgan to learn more.

Smith and Wilkinson is currently working with a long-time client on a search for a senior credit professional with experience in portfolio management and leading teams to join their organization. The individual will be responsible for running a team of 15, both through management and team leaders, who currently oversee a large multi-billion-dollar portfolio comprised of middle-market structured finance facilities. The bulk of the portfolio is comprised of both bridge and permanent financing with the renewable energy sector as well as some equipment finance and government guaranteed facilities. Please contact Stephen Peary for a confidential discussion about the opportunity.

S&W has been retained by Northeast Bank to manage the search for the bank's first SVP, Director of Specialty Banking.

Northeast Bank is a high-performing publicly traded bank founded in Maine in 1872 and acquired by its current ownership group in 2010. The bank's business strategy is to originate and acquire commercial real estate loans and originate small business loans, nationally. The bank primarily funds its balance sheet with deposits sourced through its retail branch network in western, central, and southern Maine; government and municipal banking customers; national lending customers; and ableBanking, a division of the bank. Northeast Bank has experienced significant growth and currently has $4.9B in total assets and is in exceptional financial condition with strong earnings, efficiencies, asset quality, and capital. For the most recent reporting period ending December 31, 2025, the bank has an ROE of 16.61%, ROA of 2.00%, efficiency ratio of 40.8%, past due loans as a percent of total loans of 0.80%, and core capital ratio of 12.21%. The Bank is regulated by the FDIC and the State of Maine Bureau of Financial Institutions.

Reporting to the Chief Retail Banking Officer, the SVP Director of Specialty Banking will be responsible for driving the development of deposit growth through industry expertise, established relationships, and specialized solutions. The incumbent will be responsible for leading strategic growth initiatives and driving new business development within the Specialty Deposit segments. This position focuses on identifying, cultivating, and managing deposit relationships with clients in industries such as property management, homeowners’ associations, law firms, professional service firms, escrow and title companies, professional fiduciaries, healthcare, and other sectors with complex deposit, cash management, and treasury service needs. We are seeking exceptional vertical banking talent with an entrepreneurial drive for this unique and growth-driven bank leadership role. The ideal candidate is a proven business generator with a portable book of business, deep industry expertise, and an entrepreneurial mindset, capable of building and scaling a specialty deposit franchise within a performance-driven, growth-oriented institution. For additional information, or to arrange a confidential discussion, please contact Julia Crouter, Consultant (jcrouter@smithandwilkinson.com).

Our established MGA has recently acquired a significant book of Workers’ Compensation business from a carrier and is building out the infrastructure and team to support the next phase of growth. We are looking for a Senior Underwriting AVP (individual contributor) to work closely with the Head of the unit and play an important role in production, go-to-market strategy, helping customize the policy administration system, and contributing to ongoing product development as the business scales.

The ideal candidate will have at least eight years of experience in Workers’ Compensation production and renewal underwriting, strong broker relationships, experience supporting underwriting operations, and a genuine interest in technology and helping build a business unit from the ground up.

This is a fully remote position and a great opportunity to have a meaningful impact within a growing platform.

If you’re interested in learning more, please reach out to Walker Robinson or Stacy St. Onge.

 

Our established MGA client is growing and looking for an experienced Garage Underwriter to join a growing dealership insurance program focused on auto dealers across the U.S. This role will underwrite auto, garage liability, premises liability, garage keepers, property, and umbrella, working primarily with retail agency partners.

The team currently handles 150–200 submissions per month and is expanding its franchise dealer segment, with accounts ranging from smaller independent dealers to large franchise operations with premiums from $75K to $300K.

We’re seeking a production/ renewal underwriter with 3+ years of garage or dealership underwriting experience as well as strong agency facing skills to solicit new business from existing or new partners.

Position is fully remote with quarterly visits to their HQ in Ohio. Please contact Colin Morgan to learn more.

Smith & Wilkinson has been retained by Peoples Powered by Hanscom to manage the search for a Financial Advisor. Founded as a local Maryland community bank, Peoples (formerly The Peoples Bank) entered a new chapter in their history when, in December of 2025, it was acquired by Hanscom Federal Credit Union (HFCU) and rebranded as Peoples Powered by Hanscom. This strategic partnership has combined the local relationships of Peoples with HFCU’s scale, resources, and established investment services platform.

This position represents a newly created Financial Advisor role within the Maryland region, reflecting the organization’s commitment to expanding investment services across the Credit Union’s footprint. The Advisor will join the existing Hanscom Investment Services Group and leverage an institutional platform supported by LPL Financial, integrated referral partnerships, and a collaborative branch network.

The Financial Advisor will be responsible for delivering comprehensive financial guidance to the Credit Union's members, including retirement planning, 401(k) rollovers, advisory portfolio management, and long-term wealth strategies. Day-to-day responsibilities include meeting with credit union members and referred prospects, managing and growing recurring assets under management, educating branch partners on referral opportunities, tracking and cultivating referral pipelines, and building a visible presence within the local community. The role is designed to grow an institutional book of business within a structured, credit union supported model.

We are seeking a motivated and member focused Financial Advisor. For a confidential conversation, please contact William Wegener, Consultant, Financial Services

S&W has been retained by $781MM DR Bank to manage the search for a VP, Treasury Management Business Development Officer.

Originally founded over two decades ago as Darien Rowayton Bank, the team at DR Bank has grown from its community roots to establishing a national presence. Led by entrepreneurs, the Bank designed, built, and sold a national digital lending Fintech to KeyBank in 2019, and has subsequently developed an industry leading commercial banking practice and emerged as a premier fintech sponsor bank.

As part of a strategic shift separating Retail from Business Banking, DR Bank has elevated Treasury Management as a standalone growth engine. The bank has invested in a comprehensive treasury platform that includes ACH, Positive Pay, Remote Deposit Capture, Zelle, and its ZEscrow digital escrow solution supporting attorney trust accounts, landlord and tenant relationships, 1031 exchanges, and other specialized sub-accounting needs. DR Bank maintains active partnerships with the Connecticut Bar Association and other legal organizations as it continues to expand its presence in both Connecticut and New York.

The VP, Treasury Management Business Development Officer will be responsible for driving new deposit relationships and expanding treasury management revenue across Fairfield County, Westchester, and New York City. The position will partner closely with commercial lenders and relationship managers to deepen existing relationships while generating new business independently. The successful candidate will be a visible, market-connected producer with demonstrated experience gathering deposits and building commercial relationships within the region.

For a confidential conversation, please contact Darcy Flaherty, Consultant, Financial Services.

Our commercial property & casualty MGU and brokerage client is building new programs and looking for senior underwriting leaders to stand up new books of business and teams across excess liability, commercial auto, builders risk, professional liability, surety, and workers comp.

If you have 15 years of underwriting experience in any of these products/ industries, have a strong track record of growing books of business, are entrepreneurial, and looking for more autonomy, then contact Stacy St. Onge to learn more,

Positions come with equity and are fully remote!

S&W is proud to partner with Tyndall Federal Credit Union (TFCU) to manage the search for the credit union’s SVP, Chief Financial Officer (CFO). Headquartered in Panama City, FL, TFCU is a $1.9B, not-for-profit credit union serving more than 113,000 members across the Florida Panhandle and Southern Alabama. Under the leadership of President & CEO John Parillo, the credit union is focused on long-term sustainability, digital innovation, and delivering exceptional value to its members through operational excellence.

Reporting directly to the President & CEO, the Chief Financial Officer serves as the organization’s financial steward and plays a pivotal role in shaping and executing the financial strategies essential to advancing Tyndall’s mission of making a meaningful difference in the lives of its members. As a key member of the Executive Leadership Team, the CFO oversees all financial operations of the credit union, ensuring strong financial performance, regulatory compliance, and a disciplined, forward-looking financial strategy. The CFO works closely with the President & CEO to guide long-term financial planning, support sustainable growth, and preserve Tyndall’s financial strength and value-driven operating model.

This high-impact role requires a strategic and analytically rigorous leader who can effectively balance growth, risk management, and operational efficiency while supporting Tyndall’s digital-first vision and ongoing commitment to exceptional member value. Strong expertise in financial planning and analysis, asset-liability management, regulatory reporting, and organizational performance optimization is strongly preferred, along with experience in the banking or credit union industry. This opportunity is well suited for a visionary, mission-driven financial leader who thrives in a collaborative executive environment.

For a confidential conversation, please contact Moriah Callahan, Partner & Director of Recruiting, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.

Our MGA client is seeking an SVP of Compliance to lead all licensing and regulatory compliance functions across 50 states for a diverse mix of Property & Casualty programs.

This leader will oversee end-to-end compliance operations, including producer licensing, carrier and TPA oversight, regulatory filings, audits, and policy adherence. Candidates must have at least 15 years of experience and a proven track record building and managing compliance functions for MGAs. Deep understanding of state DOI regulations, multi-state filings, and licensing requirements is essential.

An outstanding opportunity for an experienced compliance executive to own the function, build scalable infrastructure, and play a pivotal role in a fast-growing MGA platform.

Contact Harrison Hines or Stacy St. Onge to learn more!

Our client is currently seeking a seasoned Asset Based Lending Business Development Officer to join their team in the California and/or Phoenix markets as a part of the organization’s continued growth. The firm is a leading commercial finance organization with a 20+ year history of serving the lower to middle market space nationwide and throughout Canada and remains focused as an organization that is looking to continue to grow and fund new transactions. Please contact Stephen Peary for a confidential discussion around the opportunity.

Our fast-growing Habitational Property MGA client, launched in 2023, is seeking a hands-on, tech-forward CEO to lead a 15-person team and assume management of a $20M GWP book of business. This role requires deep product expertise in habitational or real estate-focused commercial property insurance nationwide, established carrier relationships, budget oversight experience, and a strong affinity for advancing underwriting through automation, data, and technology.

Executive presence is essential, as this leader will report to the board and drive transparency across financial and operational performance. A proven track record of building and scaling books of business to $50M+ GWP is critical. The CEO will work directly alongside underwriting, technology, and operations to scale and diversify the platform, making this an ideal opportunity for a 15+ year hands on senior leader who has risen through underwriting and operations within an MGA, insurtech, or program environment and is ready for their first CEO role.

Fully remote position with equity participation. Contact Stacy St. Onge or Colin Morgan to learn more.

Our high-growth program administrator & MGA client is seeking an experienced Chief Reinsurance Officer to lead the design, placement, and ongoing management of program-specific reinsurance structures across a diversified specialty portfolio.

The ideal candidate will bring deep experience in MGA/MGU reinsurance strategy, with strong, established relationships across the domestic and global reinsurance market. This role is best suited for someone who has significant experience placing reinsurance for individual programs—not traditional carrier treaty placements—and that understands unique structures within the program business model.

This executive will have a proven track record of securing capacity for MGA and program business across commercial, personal, and specialty lines, and the credibility to advance programs through reinsurer panels. Experience at a leading reinsurance brokerage or within an MGA, carrier, or hybrid platform supporting program business is highly valued. The role partners closely with underwriting, legal, and finance teams and represents the company at key industry events.

Contact Colin Morgan to learn more!

S&W has been retained by Martha’s Vineyard Bank to manage the search for the Bank’s next Managing Director of Investment Services. Leading the Bank’s boutique and solutions based wealth management division, the Managing Director will oversee a talented team of advisors and continue the bank’s mission to provide best in class service at an exceptionally well-run, forward-thinking community financial institution.

Headquartered in Edgartown, Massachusetts, Martha's Vineyard Bank is an approximately $1.3B, 117-year-old mutually chartered community bank. The Bank operates ten branches and a trust and investment office on the island of Martha’s Vineyard and Falmouth, providing customers with bank deposit, residential and commercial lending programs as well as trust and investment services. The Bank also operates a Charitable Foundation and is committed to providing numerous community partners with direct charitable grants, sponsorships, and scholarships. Martha's Vineyard Bank’s commitment to its customers and community – specifically with a convenient physical and digital presence, competitively priced product offerings, and commitment to customer service - has led the Bank to be recognized by the American Bankers Association as a "Best Bank to Work For" and by their community and customers as the "Best Bank on the Vineyard" for more than 20 years.

As Martha's Vineyard Bank looks to the future, they seek to simplify the complexities of Wealth Management using personalized financial planning. Placing their clients at the center of the process, Martha's Vineyard Bank Investment Services manages $477MM through advisory, trust, and brokerage services. The firm's advisory arm, Martha's Vineyard Investment Advisors, was recognized by Newsweek as one of the Nation’s top financial advisory firms of 2025. We are seeking a talented and client centric Wealth Executive for this unique leadership role.

For a confidential conversation, please contact a member of our search team: Julia Crouter, Consultant, Financial Services (jcrouter@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

 

Smith & Wilkinson has been retained by HRCU to manage the search and selection process for the Credit Union’s next Mortgage Loan Officer.

Founded in 1962, HRCU is a state-chartered, federally insured credit union with approximately $470 million in assets and headquarters in Rochester, New Hampshire. Originally established to serve the French-Canadian members of the Holy Rosary Parish, HRCU has evolved into a mission-driven community credit union serving approximately 25,000 members across New Hampshire and York County, Maine. Operating five retail locations, including its newest branch in Greenland, New Hampshire, HRCU offers a full suite of consumer and small business products through branch, online, and mobile channels and is well positioned for continued growth while remaining committed to its founding principle of “Neighbors helping Neighbors.”

The Mortgage Loan Officer (“MLO”) will be responsible for originating and managing residential mortgage loans while delivering a high quality, member focused lending experience. The MLO will guide members through the mortgage process, manage an active loan pipeline, collaborate closely with internal lending and operations teams, and represent HRCU within the local community. This individual will combine strong mortgage lending expertise with a consultative, service-oriented approach aligned with HRCU’s mission and values.

We are seeking a motivated and member focused mortgage professional with a strong understanding of residential lending and a commitment to service excellence. Contact William Wegener or Cameron Boyd to learn more!

Our global MGA client is growing in the US and now hiring an experienced Broker Distribution Head to drive their retail and wholesale distribution strategy for their US based program partners. 

This role will partner with existing programs offering niche solutions across farm/ag, professional liability, construction, transportation, and beyond to access more retailers and wholesalers throughout the country, driving increased revenue, identifying cross selling opportunities, negotiating new broker/ agent partnerships, and breaking into new markets.  

This role will also work with leadership to identify emerging product trends as well as market revisions to maximize profitability.

You must have at least 10 years of commercial property & casualty sales experience, working in a carrier or MGA partnerships role, broking or agency development capacity to be considered as well as a significant rolodex amongst retailers and wholesalers.

Position is fully remote and comes with great growth opportunity as the company continues to build around the US.  You are expected to travel throughout the year to industry events and to broker houses to grow/ maintain relationships.  

Contact Walker Robinson to learn more.

Headquartered in Fairfax, Virginia, Apple was founded in 1956 and has grown to become a $5.3B financial institution with twenty-one retail branches across Northern Virginia. At Apple, earning member trust is the number one priority by providing prompt and caring service, delivering competitive financial services, making products and services easy to understand and use, and positively impacting the communities it serves.

Under general supervision, the VP of Internal Audit is responsible for supervising and coordinating internal audits designed to protect the assets of Apple Federal Credit Union. The Internal Audit Department measures and evaluates the effectiveness of organizational controls and verifies operations are in compliance with federal regulations as well as credit union policies and procedures. The VP of Internal Audit oversees the Compliance and Internal Auditors, who are responsible for verifying operations are in compliance with federal regulations as well as credit union policies and procedures.

Greenfield Savings Bank is a $1.4B mutual bank operating eight (soon to be nine) retail branches in Western Massachusetts. The Bank was established over 150 years ago and has become the dominant financial institution and the number one lender in Franklin County, Massachusetts. GSB is proud of their commitment to the communities they serve. Their philosophy of “building strong communities, one account at a time” is served by the Bank’s significant financial giving and volunteer program. Furthermore, the Bank operates under a mutual holding company, and the mutual philosophy of putting customers, community, and employees first is still at the core of how it conducts business.

The SVP, Chief Financial Officer & Treasurer will manage the institution’s capital, liquidity portfolio, borrowings, investment analyses and other financial affairs. This position reports directly to the CEO & President and is an active member of the Senior Management team.

Our 60-year-old Health and Human Services MGA client is expanding their E&S Casualty team and seeking a Senior E&S Casualty Underwriter to grow and manage their Health and Human Services book. This role focuses on engaging with wholesale brokers in the NYC area, bringing in new business, managing renewals, and driving growth, with a clear path to management.

The ideal candidate will have 10+ years of E&S casualty underwriting experience, preferably with human services, allied health, or non-profit classes of business, a proven track record of managing $5M+ GWP books, and experience building strong relationships with wholesale brokers to source new business.

This position is partially remote in NYC, with required face-to-face visits with brokers. Competitive base salary and uncapped bonuses offered!

For more information, contact Colin Morgan.

S&W has been retained by Norway Savings Bank to manage the search and selection process for the Bank's next VP, Human Resources Manager.

Established in 1866, Norway Savings Bank (“NSB”) is a well-respected, $2 billion, state-chartered mutual bank with deep roots in the communities it serves. With over 300 full-time employees and 25 branch locations throughout Maine and New Hampshire, NSB is the 8th largest bank headquartered in Maine. The Bank maintains a robust financial position with over 13% Tier 1 capital and a $1.4 billion loan portfolio. NSB delivers a comprehensive suite of consumer and business banking services, including deposit and lending solutions, and offers investment management and trust services through its Asset Management Group. With modern digital banking tools, NSB combines the convenience of anytime, anywhere banking with the local decision making and personalized services which define a true community bank.

The Vice President, Human Resources, serves as a hands-on leader responsible for managing and developing the HR team while overseeing all core HR functions, including talent acquisition, onboarding, employee relations, payroll, benefits, compensation, compliance, and UKG system administration. This role provides strategic and operational guidance to managers across the organization, leading investigations, performance management processes, and complex employee matters with professionalism and sound judgment. As the bank’s HR subject matter expert, the VP, Human Resources ensures adherence to employment laws, strengthens HR practices, and proactively mitigates risk. This leader fosters strong relationships, advances employee engagement, and helps shape the future structure of the HR function while supporting a mission-driven, high-achievement culture focused on service, community, and employee development.

Our fast growing, private-equity backed insurance program administrator client, is seeking an experienced and pragmatic Senior Corporate Counsel to focus on risk evaluation, negotiation strategy, internal counsel, and governance oversight, ensuring that legal risk is managed while enabling entrepreneurial execution across all business units. 

This role will manage the legal function and support team, while supporting a wide range of operational needs including corporate contracts, licensing, claims, compliance, and HR-related legal matters. This Corporate Counsel will guide the departments evolution in response to growing scale, regulatory complexity, and increasing M&A activity. 

The ideal candidate will bring 15+ years of legal experience, ideally with an MGA, carrier, reinsurer, or program administrator. Prior experience with a large national or global law firm is a plus. A JD is required. 

This role is fully remote and will provide the right candidate with additional growth opportunities and expanding leadership exposure. To learn more about this opportunity, please reach out directly to Harrison Hines. 

Smith & Wilkinson has been retained by East Cambridge Savings Bank (“ECSB,” www.ecsb.com) to manage the search for the bank’s next Vice President, Senior Human Resources Manager. Headquartered in Cambridge, Massachusetts, ECSB is a mutually chartered community bank with $1.6 billion in assets and 11 branches serving the Greater Boston area. With 169 years of history and a reputation for exceptional financial strength, stability, and community commitment, the Bank continues to invest in its people, culture, and organizational infrastructure to support long-term growth.

 

The VP, Senior Human Resources Manager will oversee the full range of HR functions, including employee relations, talent management and succession planning, recruitment, compensation and benefits administration, payroll operations, learning and development, and Affirmative Action/DEI compliance. As a strategic advisor to senior management, this leader will help shape the Bank’s human capital strategy while ensuring compliance, strong employee engagement, and operational excellence across the HR function. This opportunity is ideally suited for an experienced HR professional with at least seven years of progressive leadership experience and strong interpersonal, analytical, and communication skills.

 

For more information, please contact Jake Strong, Associate (jstrong@smithandwilkinson.com)

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Commercial Lines Excess & Surplus Underwriter in the Southeast to grow a diverse book of both commercial E&S business.

If you have at least 3 years of excess & surplus underwriting experience in the Commercial space (transportation experience is a major plus), strong relationships with retail agencies and carriers across the Southeast, and a proven ability to drive business -not just take orders - then contact Colin Morgan to learn more!

This role involves approximately 25% travel for agency and carrier meetings, as well as industry conferences, and is open to candidates based in Southeastern states (FL, GA, TN, AL, NC, SC). A P&C and Surplus Lines license in your home state is strongly preferred. This opportunity comes with a competitive base salary and a lucrative, performance-based bonus tied to production and profitability.

Our growing/ global boutique reinsurance broker client is building out their US team and establishing a Facultative division specific to casualty or property business.  If you have strong relationships/ clients in the US or LATAM facultative market and want to grow a new presence with a well backed broker with robust financial and analytical resources then please contact Stacy St. Onge to learn more.

These roles are fully remote anywhere in the US, require a strong rolodex, client management/ negotiation skills, and based on seniority, will manage a small team as they continue to scale. Roles come with a competitive package and strong incentives to hit revenue goals as well as equity.

 

Our client, a rapidly expanding global insurance group with a leading position in the delegated authority market and their own brokerage division, is seeking an SVP-Level Producer for Delegated Authority business to drive new program origination and growth across specialty lines.

If you have deep experience in delegated authority business development - sourcing MGAs, program administrators, and underwriting agencies seeking capacity across lines such as Professional Liability, Property, Casualty, Marine, Environmental, and Parametric - and have established relationships within both U.S. and London markets, then contact Colin Morgan to learn more.

This highly entrepreneurial role offers significant autonomy and visibility. The ideal candidate will bring a proven track record of producing profitable delegated authority partnerships, structuring binders and facilities, and managing relationships that deliver sustained GWP growth. You’ll leverage your network across MGAs, brokers, and capacity providers to identify new opportunities and align market appetite with innovative program solutions.

The role is fully remote and open to candidates nationwide, with a preference for those based in the East or Central U.S. regions. Compensation includes a competitive base salary with significant upside on performance-based incentives, and the opportunity to play a key role in shaping the growth of a top-tier delegated authority platform.

 

Our High Net Worth/ Personal Lines Carrier client is growing their group excess program and in need of an Underwriting Manager to reassess their guidelines and appetite, reprioritize their broker/ agent relationships, and manage the overall day to day production and renewal of this $30mill GWP book to help them increase revenue and territories.

 

This will not manage a team day one but will rather partner with the leaders of the book to revamp how they're doing business today. If you enjoy influencing internal and external partnerships, want to contribute not just to production but to overall underwriting go-to-market strategies, and can be in the office 3-4 days a week, then contact Colin Morgan to learn more.

 

This role can be based out of their offices in South Florida, Chicago, or NYC and will grow a team once the new underwriting strategy is in place.

Our scaling fronting carrier client is adding to their Casualty/ Professional Liability Programs Team and looking for an VP-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 or professional liability 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 if local, or once a month if out of state. Please contact Stacy St. Onge 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.

Our growing full-stack MGA specializing in E&S property and habitational real estate is seeking E&S Property Production Underwriters to handle high-volume submissions, grow their own book, and build strong broker relationships. Accounts typically range from $100K–$135K premium, and the role is fully remote with nationwide reach.

Candidates should have an MGA background, understand E&S property and habitational risks, and thrive in a fast-paced environment. CAT expertise is not required at this time, though there may be future opportunities as the company expands into additional perils.

Contact Walker Robinson to learn more!

Property & Casualty Wholesale Broking Branch Manager

A fast-growing wholesale platform is seeking a proven generalist P&C Wholesale Broker to oversee a team, establish best practices, and expand its General Binding and Small Commercial book as it's positioned to double.

A minimum of 15+ years in wholesale broking or general binding, multi-line P&C experience, and strong retail agent relationships are required. Ideal candidates have led both people and production, with comfort managing operations, deal flow, and agent relationships.

If you have a proven track record of driving growth and structure across small commercial GL, property, package, and specialty programs then contact Colin Morgan to learn more.

Position is fully remote West Coast or Central time zone preferred. Compensation will be competitive and align to EBITDA performance.

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 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.  

Our growing wholesale brokerage and MGA is adding to specific territories in Texas, Florida, and Pennsylvania and in need of strong production wholesale underwriters with retail relationships to offer.

If you have generalist property & casualty experience and relationships in any of these key states when it comes to retail agencies, then contact Walker Robinson to learn more. Roles are fully remote!