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. 

Large Accounts Auto/ GL Senior Underwriter, fully remote

Our successful excess workers comp carrier client is diversifying their Captives business and adding a seasoned General Liability and Commercial Auto Underwriter to their team. This role will handle the production of large market GL and Auto accounts, with MINIMUM deductibles of $250k and up, and work closely with leaders to build out new offerings and go to market strategies.

You do not need captives experience to be considered for this role. A minimum of 5 years of underwriting upper middle market/ large casualty accounts specific to Auto and General Liability in any industry are required as well as a strong track record of managing a $5mill+ book of business on your own. A majority of your account experience must be at a minimum of a $250k deductible to be considered for this role.

Given the Captives unit is scaling, a path towards leadership is imminent for this role so if future management experience is important to you, this is a fantastic opportunity. Position is fully remote!

Contact Harrison Hines to learn more.

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).

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.

Due to an upcoming retirement, S&W has been retained by Newtown Savings Bank ("NSB," http://www.nsbonline.com/) to manage the search and selection process for the Bank’s next SVP, Chief Financial Officer (“CFO”).

Headquartered in Newtown, Connecticut, Newtown Savings Bank is an approximately $1.9B, 169-year-old, mutually chartered community bank. As a mutual bank, the bank is governed by its depositors, allowing it to take a long-term view of success based on a belief in "The Power of Local," which helps families to save, businesses to grow, and the communities it serves to prosper. NSB is a top 10 bank in Connecticut by asset size and was recently named as a Top Regional Bank by Newsweek for 2024. Additionally, NSB was named the top CT-based lender for single-family purchase mortgages in 2023. NSB operates 15 retail locations across Fairfield, Litchfield, and New Haven County and recently updated their technology to best serve customers and businesses alike. NSB is regulated by the FDIC and the State of Connecticut Department of Banking.

Reporting directly to the Bank’s President and CEO and working closely with a collaborative senior leadership team, the CFO will be responsible for the overall financial oversight of the Bank. Key responsibilities include oversight of finance and accounting functions, balance sheet management, financial reporting, management of the secondary market and investment portfolios, and driving organizational profitability. As an integral member of the Executive Committee, the CFO is an important and highly visible role, as such, this individual is expected to provide strong organizational leadership, management, and strategic vision across the Bank. We are seeking well-rounded finance and accounting executives with a deep commitment to community banking for this leadership role.

For more information, or to arrange a confidential conversation, please contact Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com). 

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. 

S&W has been retained by Arrow Financial Corporation (“Arrow”) to manage the search and selection process for the bank’s next Director of Wealth Management.

Headquartered in Glens Falls, NY, Arrow is an approximately $4B, publicly traded (Nasdaq: AROW), diversified community bank. Arrow is the parent company of two, long-standing community banks, Glens Falls National Bank & Trust Company and Saratoga National Bank & Trust Company, as well as for North Country Investment Advisors, Inc. and Upstate Agency, LLC. The bank serves commercial, consumer, and nonprofit customers across northeastern New York and the Capital District through both its retail branch network and a modern suite of online and mobile banking solutions, allowing its customers the flexibility to bank where they want, and when they want. The bank is aggressively growing their business in the Capital Region. Arrow is in strong financial condition, and at the end of 2023 reported strong net income ($30MM), total loans ($3.18B), retail deposits ($3.51B), and return on average equity (8.29%). As stated by the company’s President & CEO, David DeMarco, in the 2023 Annual Report, “At the heart of everything we do is our mission to strengthen financial lives and make a positive impact on the communities we serve.” The bank is a fantastic corporate citizen, having donated almost $800,000 to area nonprofits in 2023 and volunteered more than 11,000 staff hours.

Reporting to the bank’s SEVP, Chief Banking Officer, the Director of Wealth Management will lead the effort to grow a business line that the bank has identified as a key, strategic priority in its future plans. The position will be responsible for the leadership and management of a tenured team of wealth management professionals across Retirement Plan Services, Trust & Wealth Services, Investment Services, and Operations. We are seeking exceptional banking leaders with a demonstrated understanding of the role that a robust wealth management offering can play in enriching the lives of customers as well as how the growth of a wealth division can support a holistic financial relationship across the organization. As a member of the Senior Leadership Team, the ideal candidate will be a strong leader of people, dedicated to fostering a culture of collaboration, accountability, and sales growth. This is a primarily in-office role in Glens Falls, NY.  Glens Falls is an amazing place to live, work and play at the foothills of the Adirondack Mountains minutes from the Queen of lakes, Lake George, and a quick ride from Saratoga.

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

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.

Smith and Wilkinson is currently retained by Connected Credit Union (https://www.connectedcreditunion.org/) to manage the search for their next CEO due to an upcoming retirement. This well run, community-chartered, credit union is looking for their next leader to continue serving their growing member base through a combination of superior member service and new solutions. At $120MM, Connected Credit Union has over 8,000 members within the Central Maine market and has a long tradition of benefiting the local community. We are seeking a well-rounded, member focused, financial services executive who understands the rewards and challenges of leading a smaller community focused institution. Please contact Stephen Peary or Julia Crouter for more information on the role.

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 is honored to be partnering with Liberty Bay Credit Union to identify the organization's next President & CEO.

Liberty Bay Credit Union, headquartered in Braintree, MA, was originally founded in 1917 to serve telephone workers and their families and, today, serves a geography-based field of membership across eastern Massachusetts of 24,000 members and a field of membership encompassing nearly three million people. With $800MM in total assets and 14% capital, Liberty Bay aspires to continually improve their member experience, add new members to the organization, and return profits to members in the form of higher rates on deposits and lower rates on loans. The Credit Union believes this can be accomplished through a combination of progressive operational efficiencies, continuous improvement methodology, and a corporate culture focused on doing what is right for their members, community, and employees.

Successful candidates will have a well-rounded operational and financial expertise, experience streamlining operations and identifying efficiencies, mature leadership abilities, and, ideally, experience within the credit union industry. 

For more information and a confidential conversation, please contact Carll Wilkinson (cwilkinson@smithandwilkinson.com) or Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com). 

Our insurtech client who provides coverage for ecommerce refunds and damaged goods, is in the process of becoming their own carrier. We are looking to fill an in house claims subject matter expert role to help them
automate and establish their own high volume claims process as they establish themselves as a full service carrier.

This role will be hands on setting up processes and procedures on how to automate their claims handling, advise on more of their complex claims, grow the team, and work closely with legal, finance, and the co-founders on how to scale from a claims perspective.  Any mix of general property & casualty high volume claims handling experience is required, as well as carrier experience, and licensing.

It's fully remote out of Texas or Georgia and a very unique step if you're looking to do something different in the insurtech space.  Contact Stacy St. Onge to learn more!

No description available

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.

Smith and Wilkinson is currently retained by OceanFirst Bank on a search for the newly created role of Director of Business Banking. This role will oversee an existing sales team as well as take ownership of the credit, recruiting, product and strategy function for the function. This highly visible role will find ways to leverage technology and people to better serve the small business community within OceanFirst’s footprint. Please contact Stephen Peary for a confidential discussion around the role.

S&W has been retained by Citadel Federal Credit Union (“Citadel”) to manage the search and selection process for the Credit Union’s newly created Director of Fraud position. Founded over 85 years ago, Citadel is a growing $6B not-for-profit, community-chartered credit union serving the Greater Philadelphia area. Citadel is one of the largest locally owned financial institutions in the area, with 24 branches (and growing,) as well as a full suite of digital products to serve consumer and business customers. Citadel aims “to be accessible, affordable, and convenient for the people of Southeast Pennsylvania and to ultimately empower those who live and work here, so they can prosper.” Citadel has undergone significant change over the past 15 months beginning with the appointment of Bill Brown as President and CEO, succeeding the organization’s longtime leader. Citadel has gone on to appoint several other key appointments to the senior leadership team to better align the organization’s mission and goals. Led by this new senior leadership team, the Credit Union is focused on building “a future filled with strategic growth, community engagement and operational excellence.”

The Director of Fraud will report to and work closely with Citadel’s Chief Risk Officer to develop the fraud team and infrastructure to address the near-term and long-term needs as the credit union grows in asset size and sophistication. The successful candidate will have financial services expertise across all products, channels and communication mechanisms, a belief that data driven models are essential to create preventative and detective fraudulent transactions, and strong leadership competencies. 

For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Moriah Maron, Director of Recruiting (mmaron@smithandwilkinson.com) or Steve Peary, Partner (speary@smithandwilkinson.com).

Our boutique reinsurance broking client is scaling and looking for a Chief Commercial Officer to join their executive team.  This position will oversee their various broking teams, supporting client management, deal prioritization, and new business sourcing in an effort to diversify and grow their Property & Casualty portfolio within the US and UK.

Position calls for at least 15+ years of experience as a managing reinsurance broker, reinsurance buyer/ risk capital manager for a carrier, reinsurer or large MGA with a history of successful relationships with brokers.  

Company is fully remote and comes with equity.  Contact Harrison Hines to learn more.

Our client, a first in its class e-commerce insurtech that mitigates risk for online product returns is growing and in need of a President of Insurance to carry out their 2025 initiative of becoming their own carrier.  

This role will work cross functionally with finance, legal, compliance, actuarial, technology, and underwriting to transition TPA duties in house, ensure they are running in compliance with US regulations, review and transition their current contracts, analyze claims data and report on performance to senior leaders, hire future insurance specific staff, and support budgeting as they continue to scale.  

This position will report directly to the CEO, acting as the insurance SME advising senior leaders on how to operate successfully as a carrier.

The role is fully remote with some travel (about 20%) to their HQ in San Francisco, requires at least 10 years of experience in any mix of compliance, underwriting, operations, finance, and/or claims for a commercial property & casualty carrier, program, and/or start up environment.  Surplus Lines experience is required.  

This is a great step up for a VP level back office candidate looking for more autonomy in an innovative working environment.  Contact Colin Morgan 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

Established in 1866, Norway Savings Bank ("NSB,") is a 158-year-old, $1.7B state chartered mutual bank. The bank has 300 full-time employees and at its asset size is the 7th largest bank headquartered in the state of Maine. NSB offers a breadth of both loan and deposit solutions for consumer and business banking customers as well as investment and trust services through its Asset Management Group and operates 24 branch locations in western and southern Maine. NSB is in strong financial condition, notably with over 13% Tier 1 capital, and has an approximately $1.1B loan portfolio, with over $1B secured by real estate. As a mutual bank, the bank is governed by its depositors (there are no shareholders), allowing the bank to take a long-term view of success based on customers, community, employees, and strength of balance sheet. With a full suite of mobile and online banking solutions, the bank is the epitome of a modern community bank, balancing local interests and decision making while allowing customers to bank where they want, and when they want. A fantastic corporate citizen, NSB awarded over $1.05MM to 355 Maine nonprofits in 2023 and its employees volunteered over 4,000 hours.

The Commercial Credit Manager, reporting to the VP, Special Assets, leads the daily operations of the Commercial Credit Team, supervising analysts and loan assistants. This role is responsible for evaluating financial and risk factors to support credit decisions and loan structuring, ensuring compliance with laws, regulations, and bank policies. Key duties include managing credit workflows, underwriting complex loan requests, overseeing annual reviews and covenant testing, and advising lending officers. The Manager drives policy improvements, supports regulatory compliance, and fosters team development through training and performance reviews. Additionally, the role involves collaborating with auditors, maintaining portfolio quality, and contributing to loan committee meetings while promoting innovation and operational efficiency.

For additional information, please contact a member of the S&W search team: Nathan Townsend, Partner (ntownsend@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).

Our successful commercial and personal property & casualty fronting carrier client is growing their Reporting Team and looking for a Senior Statutory Reporting Analyst to handle the submission and analysis of various data calls from states/ DOIs all over the country.

You must be highly skilled in Excel (Pivot Tables, X&V lookups), comfortable handling complex data calls and compliance requirements from tough states like CA, FL, or NY, interacting with program partners, finance, and TPAs to ensure data quality and turnaround times are prioritized, and have a strong understanding of surplus lines.

If you enjoy working fully remote with an extremely organized and supportive team and prefer a lot of autonomy, this is a fantastic role to consider.  Contact Walker Robinson to learn more!

Today, Passumpsic Bank is indeed a modern, diversified community bank, with total assets approaching $843MM, and eleven branch offices on either side of the Connecticut River throughout northeastern Vermont and northern New Hampshire. In 1989, the Bank created an important division, Passumpsic Financial Advisors. Today, this division has over $377MM in AUM and delivers significant fee income to the Bank. The bank boasts a Tier 1 Risk-based Capital Ratio of 18.56% (ending 6/30/24). Passumpsic Bank has been named a Top 200 Community Bank in the U.S. by American Banker and a Forbes Best-in-State Bank three years running, currently #1 in Vermont.

As the Growth and Customer Experience Officer, you will play a pivotal role in driving the bank's retail sales initiatives, enhancing employee morale, and improving customer experience across all branches. Reporting to the Head of Retail and Customer Support, you will lead the branch managers and retail staff, focusing on strategies that increase deposit and consumer loan growth. This role requires a strong leader with a deep understanding of the retail banking environment, customer needs, and the ability to motivate teams to achieve outstanding results

Our tech-forward Program Administrator client is looking for an experienced digital product development leader to build out a brand-new, state-of-the-art, lead generation platform and team. This multi-channel lead generation platform will serve their distribution partners and will directly impact their growing $700M+ portfolio.

The ideal candidate has demonstrated success building out first in class lead generation platforms with a strong operational and product development background. Additional experience leading/building contact centers to manage and effectively vet inbound leads is also a plus.

Building this platform from the ground up, this opportunity provides the right candidate a visible and impactful role within the organization with room to grow. This fully remote role comes with a strong compensation and benefits package and the autonomy to build and develop your own product team. To learn more please reach out to Harrison Hines.

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.

VEDA is Vermont’s statewide economic development finance lender. VEDA’s mission is “to contribute to Vermont’s economic vitality by providing a broad array of financing programs to eligible businesses that create jobs and help advance Vermont’s public policy goals.”

The CEO will provide leadership for all aspects of VEDA’s operations with an emphasis on strategic planning, financial sustainability, and workplace culture. The selected individual will represent VEDA in the public, press, and legislature. The CEO will cultivate and foster strong working relationships with VEDA’s many partners and stakeholders, while building and overseeing an executive leadership team. In addition, the CEO will oversee organizational operations to ensure production efficiency, quality, service, and cost­ effective management of resources.

Our growing property & casualty fronting carrier client is adding to their program partnerships team!  We are seeking an outgoing, varietal, and strategic individual who can support underwriting, marketing, and due diligence functions.

This role will be hands on conducting market research, identifying potential MGA partners, creating/ implementing marketing strategies and outreach, audit existing program partners, and support prospecting at various conferences and industry events.

You must have a dynamic personality and at least a couple of years of experience in the property & casualty/ MGA industry to be considered.  Any mix of underwriting, marketing, business development, or client services for a carrier, MGA, reinsurer, or broker is welcomed as long as you are collaborative and eager to learning something new.

Position is fully remote with some travel for team meetings and conferences.  Contact Colin Morgan to learn more!

Reinsurance Brokers (MGAs, Structured Solutions, Legacy) fully remote!

Our risk capital provider client is building out their US team and looking for senior level reinsurance brokers to bring in new relationships and hit revenue targets. If you have a strong background executing reinsurance deals across commercial property and casualty specific to legacy, structured solutions, or MGAs, 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.

Smith and Wilkinson is currently retained by Florence Bank on a search for a Controller. Under the direction of the Treasurer, The Controller is responsible for the management of all accounting and financial reporting functions of the bank and related subsidiaries. Manages, coaches, and evaluates job performance of department staff to ensure effective performance, excellent service, and strong employee engagement. This is an excellent opportunity for a seasoned accounting leader looking for a highly visible role with a growing and well capitalized mutual bank serving the Pioneer Valley marketplace. Please contact Stephen Peary or Darcy Flaherty to learn more about this opportunity.

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 scaling fronting carrier client is adding to their Casualty Team and looking for a VP level program underwriter to help them vet, onboard, and advance their MGA program partners across various lines.

This role will be hands on reviewing submissions, placing programs with new brokers, running due diligence on new partners, supporting the guidelines, forms, market analysis process and supporting the contracts.

If you have a strong underwriting background in any mix of Commercial Casualty lines, are comfortable presenting to the board and networking with various brokers and other external stakeholders, then contact Colin Morgan to learn more.

This position will join a team of proactive and detail-oriented underwriters around the U.S. and must report to the client's NYC office 3 days a week (only 2 days in the Summer!) 

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).

Our US domiciled, Bermuda based reinsurer client is bringing their finance function in house and looking for a seasoned Financial Analyst to bridge underwriting and investing through building out various reporting tools, metrics indicators, and predictive models.  

This role will work closely with leadership and the actuarial team to report and translate their GWP, revenue, and market trends, support their annual planning/ budgeting, and present to various board members and their investment team on the financial progress of the organization.

You must have at least 5 years of experience working for a Property & Casualty reinsurer, carrier, broker, or MGA  as a financial or actuarial analyst to be considered as well as an entrepreneurial  mindset and eagerness to join a small team where you'll get to work on various projects with various stakeholders. 

If you like building out new processes and tools, enjoy engaging with senior leaders, and are strong in Excel, please contact Colin Morgan to learn more.

Position is fully remote!