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.

Reporting to the EVP Chief Operating Officer, the Senior Commercial Lending Officer will be responsible for overseeing the management and direction of the Commercial Lending team, Commercial Loan Administration department, the Commercial Portfolio Manager, and the Commercial Banking & Compliance Assistant. This person will be a “player-coach” with business development and portfolio management responsibilities, while being part of the Senior Leadership Team.  Our client is a $1B mutual bank with locations in Southern Maine and Southern New Hampshire.

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 scaling multiline alternative risk capital underwriter is adding a senior portfolio underwriting manager to help them identify, vet, onboard, and advance their MGA program partners across various lines.

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

If you have a strong underwriting background across commercial P&C, a proven ability to bring in new business and onboard MGA’s, are comfortable presenting to the board and networking with various reinsurers and brokers, then contact Colin Morgan to learn more.

This position can be remote out of any city as long as you're willing to travel semi-frequently for conferences, due diligence meetings, and to London for companywide events.

Smith and Wilkinson has been retained by Maspeth Federal Savings Bank on a search for the newly created role of; Director, Data. Maspeth is a healthy, growing mutual bank headquartered in Maspeth, New York and serving the local retail and business community providing both deposit solutions and access to capital. The incumbent will be responsible for building and driving the data roadmap and enabling the bank's strategic objectives with data and deep insights. They will partner closely with business teams to execute on a data/analytics agenda, explain business performance with data, develop hypotheses to drive actions and identify growth opportunities by performing hands-on data engineering, data analysis, and visualization of results. For a confidential discussion around this role please contact Stephen Peary or William Wegner.

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.

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!) 

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).

Smith and Wilkinson has been retained by Municipal Credit Union, MCU, on a search for a VP of Business Development. The VP of Business Development is a Sales Executive position focused on identifying new business opportunities, building, and maintaining relationships with Select Employee Group (SEGs)s and driving revenue growth for the company. The role actively oversees the Business Development Team and Community Engagement Specialist. The primary responsibilities of this role will be to grow and activate the portfolio of Select Employer Groups (SEG), promote the credit union’s various product and service offerings, represent the credit union in the community, and effectively convey MCU’s brand. This is an excellent opportunity for a high-performing, seasoned sales leader to take over and bring MCU's Business Development Team to the next level. Please contact Stephen Peary or Julia Crouter for a confidential discission around the role.

Salem Five Insurance is the largest bank-owned insurance agency in Massachusetts, with nearly $150MM in annual written premium and 90 employees. Smith & Wilkinson is currently assisting the company in the search for its next President, in preparation for an end of year retirement. Starting 20 years ago with the acquisition of Woburn-based Boyle Insurance Services, Salem Five Insurance has expanded through consistent organic growth and a series of strategic acquisitions.

The next President will assume leadership of this growing property and casualty agency, and will build upon this success through overseeing sales strategy & organic growth, M&A activity, and the management of key carrier relationships throughout the region.

The successful candidate will have deep local relationships within the insurance industry, and a mix of product and market knowledge, with 15+ years of experience running a sales operation for a large insurance agency, broker or carrier. Experience with mergers and acquisitions, including experience vetting, auditing, and onboarding new agency partners, as well as a track record of growing and maintaining successful GWPs above $100mill is key.

Salem Five Insurance is headquartered in Woburn, MA.

Please contact Carll Wilkinson cwilkinson@smithandwilkinson.com or Stacy St. Onge sstonge@smithandwilkinson.com for a confidential discussion.

Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank serving the communities of Kennebec Valley for 150 years. The Bank has fifteen branches that serve central Maine. With total assets just under $900MM, Skowhegan Savings Bank has been committed to taking an active role in making their communities a better place to live and work. As a matter fact, the Bank has been named one of “Maine’s Best Places to Work” year after year.

With an outstanding Tier 1 Risk-Based Capital Ratio of 19.88%, a growing deposit base, and a commercial loan portfolio focused on high asset quality, Skowhegan Savings Bank has maintained excellent financial performance during a challenging interest rate and regulatory environment. Due to continued growth and demand in the marketplace, the position of Senior Commercial Credit Analyst is available.

The position primarily provides financial spreading and tasks related to all types of commercial loan underwriting. Works to support loan officers. Prepares credit related reports for presentation to loan officers or committees by investigating and analyzing complex commercial credit risks. Will make recommendations regarding new deals and modifications to existing credits.

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.

No description available

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

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

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

Our MGU client that specializes in casualty coverages for habitational/ real estate is growing and looking for a seasoned primary casualty underwriter to join their team.

If you have at least 3 years of production or renewal underwriting experience specific to GL/ casualty accounts around $25-$30k in premium, can handle a high volume, and have a strong track record of working remotely on a small team, then contact Colin Morgan to learn more.

The position is 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!

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). 

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.

Our client is a $7B mutual bank based in Connecticut. The Digital Banking Analyst will support digital banking projects surrounding: Online Banking, Money Movement, Online Account Opening and other apps and features as included and delivered through digital banking. He/she will provide support to Digital Product Owners as needed in the operational support of features and applications as well as delivering on the roadmap. Assist in setting up, testing and implementing new features and changes to the product suite.

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 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!

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).

Due to the continued growth and evolution of the bank, The Cooperative Bank of Cape Cod ("The Coop”) has retained S&W to manage the search for its next FVP, Commercial Relationship Manager.

Headquartered in Hyannis, Massachusetts, The Coop is a mutual community bank that has been serving the financial needs of consumer and small business customers for 103 years. With a vision to be "positively different" in service to its customers, employees, and the communities it operates in, the bank offers a full suite of products and services to meet the needs of its customers both on Cape and beyond. Under the leadership of its current Chair of the Board, President & CEO, Lisa Oliver, The Coop has evolved significantly in recent years, nearly doubling its asset size to $1.6B, establishing The Cooperative Bank of Cape Cod Charitable Foundation Trust, renovating its headquarters, and being recognized nationally for the diversity of its Board of Directors and senior leadership team. The bank is in strong financial condition with good earnings, efficiency ratio, asset quality, and capital.

Reporting to the Chief Commercial Banking Officer, the FVP, Commercial Relationship Manager manages commercial lending activities and focuses on developing new business in alignment with the bank's policies and objectives. The role is pivotal in cultivating and maintaining strong customer relationships, evaluating loan requests, and presenting recommendations to higher approval authorities. Responsibilities include managing a pipeline of loan and deposit activities to meet growth goals, training less experienced team members, and negotiating credit terms with clients. Additionally, the individual plays a key role in representing the bank in the Cape Cod community, participating in civic and non-profit initiatives to enhance its public image.

For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Nate Townsend, Partner, Financial Services (ntownsend@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.

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 Long Island based client, one of New York's first insurance agencies, is growing their personal lines division and looking for local Account Executives to join their team.  If you have at least 3 years of personal lines/ private client account management experience working with multiple carriers and accounts ranging in premium from $5k-$15k then contact Walker Robinson to learn more.

This role will be given a book of accounts to service and upsell, must be in office to assist walk in business and inbound calls, covering high net worth homeowners, vacation & investment properties, high value auto and water toys, and other valuables.  

You will join a highly collaborative office of 20 people that will invest in your development to step into a management position in the future.  You must be in office 4-5 days a week and be licensed in New York.  

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 Washington Trust to manage the search and selection process for the bank’s Executive Vice President, Chief Retail Banking Officer. Founded in 1800 and headquartered in Westerly, Rhode Island, Washington Trust is the oldest community bank in the U.S and one of the premier financial institutions in the region. The bank has approximately $7.2B in total assets, manages $6.8B in wealth assets under administration, has $5B in deposits, and a $5.6B 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 9.34%, return on assets of 0.60%, outstanding asset quality metrics, and is well-capitalized.

Reporting to the bank’s President & Chief Operating Officer, the EVP, Chief Retail Banking Officer’s main function is to contribute to the strategic direction of the corporation through the effective leadership of the retail banking division. Primary responsibilities will include expert leadership and management of the retail banking team, the development and execution of a strategic plan for the continued growth of the division, the continuous improvement of the existing branch network and customer experience, and a proactive approach to future opportunities to expand the network. The role will serve as a member of senior management and participate in enterprise level initiative and governance functions and committees. We are seeking exceptional retail banking executives for this unique leadership role. Knowledge of the markets currently served by Washington Trust is highly valued. Successful candidates will have a demonstrated track record of utilizing and recommending technology solutions that improve customer experience and process optimization, past success in leveraging retail branches as a driver of deposit growth, and deep product acumen. For additional information, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Darcy Flaherty, Senior Associate, Financial Services (dflaherty@smithandwilkinson.com).

Under the general supervision of the Head of the Division (SVP, Trust), this position performs a variety of duties relative to the business development of the Greenfield Savings Bank Wealth Advisory business in the assigned region. The Senior Trust Officer markets investment, trust and other fiduciary services to prospective individual, business and not-for-profit clients. The selected person will develop relationships with sources of new business referrals, including bank personnel, attorneys, accountants and other professional advisors.

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. While the bank's growth has been primarily organic, NSB also acquired Portland-based Coastal Bank in 2001. 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 Chief Risk Officer (CRO), reporting directly to the President and CEO, is tasked with leading NSB’s comprehensive enterprise-wide risk management program, encompassing vendor, departmental, credit, and information security risks. This role is pivotal in identifying, assessing, and monitoring risk levels, ensuring the effectiveness of risk controls, and aligning NSB’s risk management activities with the Board of Directors' risk tolerance directives. The CRO also oversees credit risk management, particularly within the commercial and retail loan portfolios, ensuring compliance with regulatory requirements and maintaining credit quality. Additionally, the CRO serves as the primary liaison between bank management and the Board Risk Management Committee, supports various management committees, and directly supervises key risk and compliance officers. This leadership role will be heavily involved in strategic planning, regulatory compliance, and risk mitigation across the organization.

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).

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 successful and well-known property & casualty claims solutions client is looking for a seasoned Human Resources Director to join either their Dallas, Atlanta, or Tampa location.

This director role will manage a team of three for a 250-employee company made up of W2 & 1099 employees in all 50 states. You must have at least 8 years of experience managing a high growth organization that see a lot of turn over with 1099 staff, negotiating benefit plans and managing open enrollment, assessing employee performance, payroll/ commissions, vendor partners, with M&A experience a massive plus!

You don't need to have insurance claims knowledge to be considered but true people management experience, a proven track record to operate an HR department remotely, and success handling a company size between 200-500 employees is required.

Contact Walker Robinson 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).