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.

The family office (PCW) either manages directly or is essential in purpose to the financials, accounting, tax planning, investments, estate planning, insurance, banking, personal projects, property management, philanthropic interests, administrative functions, and the relationships associated with the family that are held in multiple Trusts, LLCs, or owned directly in accounts and as real property. PCW intentionally will outsource functions and tasks to selected ‘expert managers’ in certain areas, knowing full-well that any successful outsourcing is only possible with the historical context and detailed information maintained and managed by PCW staff.

Our privately held P&C wholesaler in the greater Atlanta area is growing and looking for a President to takeover a team of 10, grow their GWP, expand their territory outside of the Southeast, identify and carry out various strategic goals across existing/ new product offerings, new business/ marketing, and overall operational excellence.

You must have a minimum of 10 years of true wholesale broking experience across any mix of commercial property & casualty/ target classes like contractors, hospitality, manufacturing, and more, as well as a few years of experience of people and operations management.  

This is a fantastic leadership opportunity for a wholesale broker looking for responsibilities outside of a production role.  Some in office presence is required at their greater Atlanta based HQ though the position can be remote anywhere in the Southeast.  

Contact Stacy St. Onge or Colin Morgan to learn more. 

Our global program manager client is growing in the US and in need of a senior contracts attorney to support the customization and negotiation of various MGA, reinsurance, vendor agreements, and others for clients across property & casualty.

If you have at least 10 years of legal experience supporting a carrier, MGA, reinsurer, or broker with any mix of reinsurance and MGA contract work, then contact Stacy St. Onge to learn more.  

Position is fully remote, will manage a small team of attorneys, with a path towards further leadership as the department continues to evolve.

S&W has been retained by Northern Bank to manage the search and selection process for the Chief Financial Officer (“CFO”) position. Founded in 1960, Northern Bank is an approximately $3.1B, privately held and family-run bank. From its roots in Woburn, Massachusetts, the bank has grown to serve a national customer base and into one of the best run banks in the country, serving over 32,000 clients nationally, operating 12 retail locations, and employing approximately 300 dedicated professionals. During the 10-year period of 2013-2023 the bank achieved a 3X increase in assets, a 4X+ increase in capital, and grew its employee headcount by 83%. The bank is primarily a commercial lender, with approximately $1.2B of its $2.7B loan portfolio in C&I. The bank has a large specialty lending expertise, focused largely on QSR's nationally, distinguishing itself through its expertise, creative dealmaking, cutting edge analytics, and white glove service. Northern's outstanding financial performance speaks to the success of its model; for the period ending 3/31/24 Northern Bank had a NIM of 4.41, ROA of 1.64, ROE of 11.84, Efficiency Ratio of 43.75, and Core Capital of 14.40. In 2023, the bank launched Northern Digital Solutions (NDS), with the aim of developing proprietary digital products and solutions both for the benefit of existing Northern Bank customers as well as to be sold to other financial institutions. A generous corporate citizen, the bank donates to a wide array of area nonprofits through both grants from the Northern Bank Charitable Foundation and through donations.

Reporting to the bank's President & CEO, James Mawn, the Chief Financial Officer will lead all aspects the bank's finance and accounting functions and be a collaborative member of executive leadership. We are seeking exceptional bank finance executives for this unique, growth-oriented leadership role. Successful candidates will have demonstrated expertise across a wide spectrum of finance, accounting, reporting, and analytics functions, strong leadership skills directing an exceptional team of professionals, and will have thrived within entrepreneurial work environments.

For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com) or Darcy Flaherty, Senior Associate (dflaherty@smithandwilkinson.com).

Smith & Wilkinson has been retained to find Champlain National Bank’s next VP Human Resources Officer.  

Reporting to the President & CEO, the VP Human Resources Officer is responsible for developing and executing the human resource vision and strategy in support of the overall business plan and strategic direction of the bank. The VP Human Resources Officer will oversee all disciplines associated with talent management, talent development, recruitment, compensation, benefits, organizational design, change management, and the payroll function with the primary focus on increasing employee engagement. The VP Human Resources Officer is an active member of the Senior Leadership Team.

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.

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.

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 & 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!

Our carrier & MGA shared services client is adding a new senior program director to the team to run due diligence on prospective deals, assess profitabillity, manage the onboarding process, and act as their liaison with carriers for their full life cycle.

If you have a mixed background in any of the following: audit, compliance, underwriting, product development, analysis, client management, and/or claims, please contact Colin Morgan to learn more.

Role is fully remote and requires at least 10 years of commercial lines, property & casualty experience.

Our successful Regional Carrier client in the Southeast is looking for a seasoned Field Underwriter to oversee a small but mighty team to grow their footprint in the state of Tennessee.

If you have at least 5 years of production underwriting experience growing small-middle market general commercial P&C business, have existing relationships with retail agents in Tennessee, and want to own a market and team where you can take over an existing book of business and innovate it, then contact Colin Morgan to learn more!

This is a fully remote role for folks in the state of Tennessee with travel as necessary to agents to open more doors and strengthen existing relationships. This role comes with a competitive salary and lucrative bonus opportunity based on production and profitability.

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.

Our scaling fronting carrier client is adding to their Property Programs Team and looking for an AVP- level technical property 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 production underwriting background in any mix of admitted and commercial E&S property 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 the their NYC office 1-2 days a week. Please contact Colin Morgan to learn more!

No description available

No description available

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.

Smith & Wilkinson is proud to partner with Municipal Credit Union (MCU) to lead the search for their next Manager, Human Resources Operations.

For over 100 years, MCU has upheld the credit union promise of “people helping people,” serving more than 600,000 members with affordable financial products and services. As one of the oldest and largest credit unions in New York, MCU remains dedicated to supporting its members and employee members alike.

Reporting directly to the Vice President of Human Resources, the Manager, Human Resources Operations will lead a team of three and play a critical role in supporting senior HR leadership with the design and execution of comprehensive Total Rewards strategies. Additionally, the Manager will oversee the day-to-day administration of MCU’s compensation and benefits programs, ensuring they align with organizational goals and drive employee engagement.

This role offers an exciting opportunity to shape the employee experience at a mission-driven, community-focused organization.

For a confidential conversation or additional information, please contact Nathan Townsend or William Wegener.

Our established reinsurance broking client is looking for an Attorney with 5 years of experience in corporate transactional and regulatory law to draft and negotiate various technology service, leasing, engagement, licensing, and consulting agreements for various internal and external clients.

You must have hands on experience drafting and customizing complex transactional contracts from scratch in a highly regulated industry where compliance is key.

This position must be based out of St. Paul or Minneapolis with some in office days. Property & Casualty insurance experience is preferred but any in house experience in Financial Services or other sales/ regulated company/ account background is transferable.

Contact Colin Morgan to learn more.

Our multi-line P&C carrier is growing their New England presence and in need of a full time desk Auto Claims Adjuster to settle a mix of personal and commercial physical damage claims throughout the New England territory.

This role will gather all necessary information through coordination with agents, claimants, insureds and witnesses, ensure swift resolution, reporting and quality customer service, while remaining in compliance.

This is a fully remote role out of any New England state and you must have your claims adjuster license. 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.

Our client, a premier global reinsurance brokerage, is adding new business across property, casualty, life, accident, and health every week and in need of additional Senior Reinsurance Contracts Drafters.

These fully remote roles require at least 7 years of experience writing new business contract wordings from scratch, customizing various templates for existing accounts, working with brokers on their account reviews, and mentoring junior contract drafters.

A JD is not required but a huge plus! If you excel at managing multiple reinsurance contracts across P&C, Life, A&H, please contact Colin Morgan to learn more.

Our newly launched E&S Commercial Property MGA is adding another business line and in need of a tenured E&S Property Underwriter to develop a profitable go to market strategy specific to Shared, Layered, and CAT exposures targeting $10mill limits.

This position will build a book of business across any mix of habitational, manufacturing, hospitality, real estate, etc., support product development, bring in new broker relationships, and identify new business opportunities amongst an existing program.

Ideally this person can report to their Dallas HQ though we will consider folks who can work remote from other wholesale hub cities with quarterly travel to HQ.

Please contact Harrison Hines to learn more.

Our newly launched Excess Casualty MGA client is growing and in need of a senior Excess Casualty Underwriter to join their team.  This role will quote and bind incoming new business, bring on new broker relationships, and work closely with the SVP on strategic initiatives.

You must have at least 8 years of Excess Casualty production underwriting experience, servicing $100k premium sized accounts across any mix of industries: construction, real estate, etc.  

This team sits in Scottsdale but we will consider remote candidates from other wholesale hub cities as long as you're willing to visit the Scottsdale office a few times a quarter.

Contact Harrison Hines to learn more.

Our newly launched E&S General Liability MGA client is adding to their team and looking for a senior E&S Primary GL underwriter to quote and bind new business, build and maintain broker/ agent relationships, support product development, and mentor junior underwriters.

The team sits in the Dallas area but is open to a remote underwriter based on experience.  You must be willing to visit HQ a few times a quarter.  

If you have at least 8 years minimum growing commercial property and GL non-admitted business, have existing broker relationships to tap into, and enjoy working on a small team, then contact Harrison Hines to learn more. 

Smith and Wilkinson has been retained by Kennebunk Savings Bank to lead the search and selection process for the Bank’s Chief Risk Officer. 

KSB is a purpose and innovation driven community bank that has been serving the financial needs of its consumer and small business customers since its founding in 1871. With over $1.8 billion in total assets, the bank is the 8th largest headquartered in Maine and offers a full suite of personal and business loan and deposit solutions. With a new corporate headquarters, a customer-first culture, and a planned leadership transition, KSB is poised to be the best of what a modern, local mutual bank can be.

The Chief Risk Officer is responsible for the organization’s enterprise-wide risk management program. As a member of the Bank’s senior management team, the incumbent shall ensure that risk management is properly considered and prioritized across all internal control structures, including but not limited to lending, compliance, operations, technology, finance and corporate audit. We are seeking accomplished risk professionals for this community bank leadership role, distinguished by exceptional leadership acumen, deep expertise in risk management, and a demonstrated capacity for strategic thinking and decision-making.

Reach out to Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Director of Financial Services (cboyd@smithandwilkinson.com) for a confidential conversation and to learn more! 

Our Professional Liability MGA is growing their book and in need of a seasoned Medical Malpractice Underwriter to partner with the underwriting head of the program to write new business and support future product development and go to market strategies.  

Position is remote with quarterly travel to their Dallas HQ.  Contact Harrison Hines to learn more. 

Windsor Federal (windsorfederal.com) has retained Smith & Wilkinson (S&W) to lead the search and selection process for its First Vice President, Residential & Consumer Lending. This key leadership role will be instrumental in growing and enhancing Windsor Federal’s residential lending division, a core part of the bank’s long-term strategy.

Headquartered in Windsor, Connecticut, Windsor Federal is a highly regarded 86-year-old, $803MM mutual bank. It is the last remaining bank headquartered in Hartford County, with a strong focus on serving both business and consumer customers across the region. The bank is uniquely positioned as the only federal savings association in Connecticut, allowing it to serve customers across state lines. Windsor Federal’s branches are spread across Windsor, East Windsor, South Windsor, Granby, Bloomfield, and Suffield, and it offers a full range of mobile, online, and commercial cash management services. The bank is in solid financial health and has built a strong reputation within the community.

This is a high-impact leadership role in a growing community bank. Windsor Federal is looking for an experienced residential lending leader with a passion for community banking and a strong track record in residential mortgage origination. The bank is committed to maintaining a customer-first philosophy, and the ideal candidate will play an essential role in growing the mortgage portfolio while upholding these values.

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

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).

Due to an internal promotion, S&W has been retained by MassHousing to lead the search and selection process for the organization's next Assistant Comptroller.

Created by the state legislature in 1966, MassHousing is a quasi-public agency with the mission of improving the lives of the people of Massachusetts by providing financing for affordable housing. The primary business model of the organization is as a spread lender, raising capital by selling bonds, and using the proceeds from those bond sales to finance low- and moderate-income housing options. As the housing crisis in parts of Massachusetts accelerates, the work being done by MassHousing continues to take on greater meaning. The largest portion of MassHousing's portfolio is in multifamily development, whereby the organization provides financing directly to developers who either build or preserve affordable or mixed-income rental housing. Additionally, the organization maintains a network of conduit banks throughout the Commonwealth for the purpose of financing single family homes. MassHousing both sells these loans to the secondary market servicing retained and manages its own portfolio of approximately $7.1B in loans. As the organization has grown in size, complexity, and in recognition of its capabilities, so have the programs that it administers and initiatives that it leads, including but not limited to The Massachusetts Community Climate Bank ("MCCB"). The MCCB was formed to accelerate investments to decarbonize the state's building sector and promote an equitable transition to clean energy.

Reporting to the Comptroller, the Assistant Comptroller will assist the Comptroller in managing the accurate and timely preparation of the Company’s internal and external financial reporting, ensure GAAP compliance, and lead the day-to-day accounting operations. The successful candidate will bring broad-based accounting expertise within a real estate lending business and ideally hold a CPA.

For additional information, or to arrange a confidential conversation, please contact a member of the S&W Search Team: Julia Crouter, Senior Associate (jcrouter@smithandwilkinson.com), Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).

Due to internal promotions, and the evolution of its organizational structure based on growth, Salem Five is seeking a talented Assistant Controller to oversee the daily management and operations of the accounting department. Reporting directly to the Controller, the Assistant Controller is responsible for all financial records of the Bank and monitoring the annual budgeting process while providing critical leadership to a team of seven direct reports.

Salem Five is a full-service financial services company, offering commercial and consumer banking, wealth management and trust services, commercial and personal insurance, and mortgage banking. Founded in 1855 as a savings bank for the city of Salem, MA, the organization has grown into the 5th largest mutual bank in the country, with more than $7.5B in assets. Products, services, and experienced staff have steadily been added to meet the complex needs of families and businesses throughout New England. The Bank now operates more than 30 retail branches,10 insurance locations and 4 mortgage offices across the region.

As an FDIC insured mutual bank, the bank is accountable to its customers, employees, and communities. Mutual banks are a stable influence in local markets because most customers, both commercial and consumer, live and do business in the community. Since Salem Five is not publicly held and has no stockholders, business decisions can be made with a long-term perspective, building mutually beneficial relationships and maintaining a great degree of flexibility. This charter of mutuality creates and nurtures a customer focused approach across the organization.

The future is bright. Salem Five is poised to continue expanding its market share by leveraging its successful recipe of experienced personnel, personal service and strategic innovation.

For additional information about this leadership role, please contact a member of the S&W search team: Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com) or Julia Crouter, Senior Associate (jcrouter@smithandwilkinson.com)

Our non-CAT commercial property MGA client operating in 48 states and looking for a senior broker facing E&S property underwriter to join their team. This is a great opportunity to not only help build a book of business and partner with wholesalers to build out various regions, but to work with the CEO on new products to launch and eventually run the property practice.

If you have at least 5+ years of E&S property experience building books consisting of office retail, hotels, habitational, with TIVs up to $10mill+, then please contact us to learn more.

Wholesale broker relationships inland and west coast based are a plus as is experience building out ratings and underwriting guidelines. Position is fully remote, comes with future leadership opportunities, and equity!

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!

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.

No description available

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.

Due to continued growth and investment in the communities they serve, Smith & Wilkinson has been retained by American Eagle Financial Credit Union to manage the search for the newly created position of Chief Community Officer. Originally founded in 1935 to serve the employees of defense contractor Pratt & Whitney, over the past 85 years American Eagle FCU has grown into one of the largest credit unions in New England, serving anyone who lives, works, or worships in select counties in CT and MA. As of 6/30/24, the organization has approximately $2.7B in assets and $2.4B in deposits, with 360 employees and 180,000 members.

Reporting directly to the President & CEO, the Chief Community Officer will lead critical functions that support the Credit Union’s community outreach and strategic plans resulting in a positive impact in the marketplace. Responsibilities include relationship building, partnership development, needs identification, solutions generation, giving and enrichment for others, as well as delivery of tangible ways to advance financial freedom across their five-county footprint. Specific success criteria include proficiently illustrating our leadership practices, optimizing team member engagement, delivering a positive experience for members, increasing Financial Freedom for the community, driving advocacy and generating profitability to advance the sustainability and relevance of the Credit Union. This person will collaborate with functional areas across the enterprise to create an environment of continuous improvement evidenced by learning, innovation and success for all stakeholders—members, team members and Credit Union as a whole.

For a confidential conversation and additional information, please reach out to Carll Wilkinson (cwilkinson@smithandwilkinson.com) or Nathan Townsend (ntownsend@smithandwilkinson.com).

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 an upcoming retirement, Smith & Wilkinson has been retained by Merrimack Valley Credit Union (MVCU) to manage the search for the credit union’s next SVP, Commercial Lending Manager. Founded in 1955, MVCU has grown from humble beginnings to become one of the five largest credit unions in Massachusetts. With the recent merger between MVCU and RTN FCU, they now manage over $2.4B in assets, with over 116,000 members spread across nearly two dozen locations.

Reporting to the EVP, CLO, & Corporate Strategy, the SVP, Commercial Lending Manager is responsible for overseeing the administration and growth of the credit union's commercial loan portfolio, ensuring compliance with policies and regulations while maintaining asset quality and profitability. This role involves directing commercial loan activities, overseeing underwriting, credit reviews, and portfolio management, as well as ensuring risk management and business development initiatives align with the credit union’s strategic goals. Additionally, the SVP collaborates with various departments on product development and service outreach, leads regulatory compliance efforts, and participates in senior leadership meetings to support overall organizational objectives. Maintaining strong external relationships and fostering a culture of continuous improvement are also key aspects of this role.

For a confidential conversation and additional information, please reach out to Nathan Townsend (ntownsend@smithandwilkinson.com).