Our client, Tata & Howard, a 100% employee-owned consulting engineering firm specializing in drinking water, wastewater, and stormwater is currently looking to hire an experienced Project Manager. This is a growth hire and is a hands-on technical role project manager role that will be heavily involved in supporting current clients and support the growth and development of its junior engineers and staff.

Projects will focus mainly on drinking water projects working directly with clients and a team of design engineers to deliver a variety of solutions for everything from pipelines, pump stations, and water treatment. There is flexibility for someone with experience in wastewater treatment and infrastructure to be successful in this role and support projects in both drinking and sanitary water.

There is a collaborative team environment supporting great repeat municipal and water utility clients and has a ton of opportunities for continued growth.

Examples of responsibilities:

• Work directly with clients and a team of design engineers on a variety of civil engineering projects including infrastructure, asset management, and water treatment
• Develop engineering reports, models, and calculations related to the design of water/wastewater and stormwater collection/distribution systems
• Preparation of plans and specifications, technical report writing, and documenting project activities, findings, and recommendations
• Implement programs to ensure quality service is provided to customers, including compliance with all federal and state regulations, and compliance with state business and economic regulations for public utilities
• Support and mentor a team of engineers, designers, and field staff

Qualifications:

• B.S. (M.S. desirable) ideally in Civil / Environmental Engineering
• Licensed Professional Engineer
• Approx 10+ years of experience in the water or wastewater industry

Our Insurance Linked Securities Insurtech with a 7 billion dollar pipeline is growing their business development team. If you are based on the west coast and come from a reinsurance broking background with a handful of years of experience structuring treaty contracts, working with quota-shares, and building out ceded insurance portfolios, and are interested in delivering alternative risk capital to a wide array of clients contact Colin Morgan to learn more.

Company will teach you the ILS space, has an existing pipeline to share, and is fully remote. Competitive pay and equity! Only west coast candidates will be considered.

S&W has been retained by Aroostook Savings & Loan ("AFSL," yourhometownbank.com) to manage the search for the bank's next President & CEO.

As the only bank headquartered in Aroostook County, Maine, Aroostook Savings & Loan has been serving the communities of the state's northern most county for 87 years. Founded during the Great Depression, the bank's mission was to provide area residents with the credit to buy or build a home. The bank was formed as a mutual savings association, meaning that it is owned and governed by its depositors, and today remains committed to both its roots as a source of financial stability for area consumers and small businesses as well as to its mutual ownership structure. Through conservative and prudent balance sheet management the bank has grown to approximately $180MM in total assets, operates 2 branches in Caribou and Presque Isle, and is a leader in mortgage lending. AFSL is a portfolio lender, meaning that it holds all loans in its portfolio, never selling to the secondary market. The bank's consumer suite of products includes mortgage, home equity, auto, and personal loans and checking, savings, money market, CD, HSA, and IRA products supported by both online and mobile banking capabilities. Similarly, the bank serves area small businesses through a suite of business, equipment, and commercial real estate loans and business deposit accounts. AFSL is in sound financial condition, with good earnings, efficiency ratio, and capital. For the most recent reporting period the bank had 10% core capital, and ROA of 0.78%, and a 65% efficiency ratio. The bank is regulated by the Office of the Comptroller of the Currency (OCC).

The President & CEO will be responsible for the overall leadership and stewardship of this essential community financial institution. We are seeking a well-rounded banking leader who understands, values, and embraces the important role that a bank such as Aroostook Savings & Loan plays in the communities it serves. For additional information about this unique community banking leadership role, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Moriah Maron, Senior Associate, Financial Services (mmaron@smithandwilkinson.com).

Pathfinder Bank has been serving the Central New York community for over 160 years. Their main goal is to provide the members of their communities with the excellent customer service that they deserve and have grown to expect. Their culture is built upon strong values, teamwork, commitment and service and it is the reason why clients and customers choose to trust Pathfinder Bank with their finances.

The Financial Reporting Accountant will be responsible for accurately recording and the timely reporting of financial activity to Senior Management, the Board of Directors, the Securities and Exchange Commission (SEC), and the Federal Deposit Insurance Corporation (FDIC). This position will provide analytical support to other departments of the Company in addition to the Chief Financial Officer.

Due to an upcoming retirement Smith and Wilkinson has been retained by Patriot Bank on a search for the Head of The SBA Business Channel. The Head of SBA Busines Channel is responsible for generating fee revenue for the Bank by originating SBA loans and selling the SBA guaranteed portion in the secondary market. Responsibilities also include hiring staff and effectively managing a team of SBA personnel. The SBA team includes BDOs, packagers, closers, administrators, underwriters, and portfolio managers.

This position is also required prepare an annual budget to include loan goals, fee revenue goals, and staffing requirements along with a strategy that supports achieving the established goals. This role will take a 360 degree approach to running a successful business within the bank. 

Please contact Stephen Peary for a confidential discussion about the role. 

Our Fully Remote Casualty MGA is looking for a Sr. Marketing and Underwriting Team Leader to join their small but mighty team. If you have at least five years of experience in WC/Commercial Casualty, have regional or national broker relationships, have a proven track record of growing business in middle markets, and have created and executed on go-to market strategies then contact Colin Morgan to learn more!

This MGA has great resources and technology. They currently focus on high-hazard accounts and are willing to teach these accounts to the right candidate with general Commercial Casualty/WC experience. This role is fully remote and comes with a great salary and benefits

Headquartered in Morrisville, VT, Union Bank is a wholly owned subsidiary of Union Bancshares, Inc. (UNB, traded on the NASDAQ Exchange). Located just fifteen minutes north of beautiful Stowe Mountain Resort, the Bank has been serving northwestern VT and Northern NH for over 100 hundred years and has recently increased total assets to over $1B. Union Bank is proud to have become the leading choice for the communities that they serve – holding over 58% of the deposit base in Lamoille County. Today the Bank operates 14 retail branches in Vermont, 4 retail branches in northern New Hampshire, and two Loan Centers in Williston, VT and North Conway, New Hampshire.

As a VP Commercial Loan Officer, you will be responsible for developing and underwriting new business relationships. You will also have a focus on commercial real estate relationships and handle more complex commercial loans.  

Our Fully Remote Casualty MGA is looking for a Production Underwriter to join their small but mighty team. If you have a few years of experience in WC/Commercial Casualty and have experience marketing to brokers and agents then contact Colin Morgan to learn more!

This MGA has great resources, technology, and relationships for you to be successful day one and room for growth. This role is fully remote and comes with a great salary and benefits.

Employee Benefits Account Manager – Partially Remote (FL based)

 Our client, an insurance agency and brokerage firm with offices in Orlando and Tampa, is looking to add an Employee Benefits Account Manager to strategically manage assigned clients’ employee benefits plans. This includes developing programs and initiatives that support the client’s goals and objectives, educating clients on the regulatory environment and assisting with compliance issues, coordinating and overseeing the renewal process, and using data to make recommendations for improvement.

The ideal candidate will have at least 3 years of experience servicing employee benefits, enjoy building relationships and helping others, and have great attention to detail with strong financial acuity.

This role will require 2-3 days per week in either the Orlando or Tampa office, comes with a competitive salary with bonus potential, and the ability to grow your career with a great team.

If this sounds interesting, contact Katie Hadiaris to learn more!

Our fast-growing specialty carrier seeks a Senior Product Development Manager to partner with diverse MGU portfolio to direct product strategy with oversight of drafting of underwriting guidelines, rates, forms, and policy language.

A fully-remote role, this individual will be instrumental in the roadmap to success and profitability for emerging programs businesses, and the candidate should have a rich understanding of admitted & non-admitted commercial P&C classes with experience in compliance, ISO/AAIS forms, rates, and rules.

If you're organized and are comfortable managing multiple projects at a time, then this role may be a great fit. If interested, please reach out to Harrison Hines.

The Operations Manager is responsible for overseeing and managing the operations of multiple utilities for a hi-tech business campus, which includes electricity, steam, and refrigeration generation and distribution services. The top priority of the role is to ensure the reliability of services and plant efficiency through effective leadership and operations.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Ensure compliance with local, state, and federal regulations.
• Develop and implement plans to improve the efficiency and effectiveness of utility services.
• Communicating with other departments within the company and customers to ensure that the utility services meet standards.
• Supervising a team of operators and technicians.
• Developing and managing the facility's budget.
• Managing projects related to new service delivery and upgrades.

KNOWLEDGE & SKILL REQUIREMENTS

• Understanding of utility operations, including electricity, steam, and refrigeration, as well as the ability to operate and maintain utility equipment and infrastructure.
• The ability to communicate effectively with operators, technicians, regulatory agencies, and other departments within the company.
• Familiarity with safety procedures, and the ability to ensure a safe working environment.
• Experience with computer programs and systems such as SCADA systems and database management.
• Ability to work with a range of stakeholders and customers including regulators, local authorities and other organizations.
• Ability to plan and execute projects related to process improvement, expansion, and equipment upgrades.

The Industrial Wastewater Plant Manager is responsible for overseeing and managing the operations of a wastewater treatment plant in an industrial setting. The role requires knowledge and experience in wastewater treatment, as well as strong leadership and management skills. Additionally, they should have a good understanding of environmental regulations, safety procedures, and chemical usage.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Ensure compliance with local, state, and federal regulations.
• Develop and implement plans to improve the efficiency and effectiveness of the treatment process.
• Work with other departments within the company to ensure that the treated wastewater meets discharge standards.
• Supervising a team of operators and technicians.
• Budgeting, record-keeping, and reporting

KNOWLEDGE & SKILL REQUIREMENTS

• Understanding of industrial wastewater treatment processes, including physical, chemical, and biological treatment methods, as well as the ability to operate and maintain treatment equipment.
• The ability to communicate effectively with operators, technicians, regulatory agencies and other departments within the company.
• Familiarity with safety procedures, chemical usage, and the ability to ensure a safe working environment.
• Experience with computer programs and systems such as SCADA systems and database management.
• Ability to plan and execute projects related to process improvement, expansion, and equipment upgrades.

Our client is a $530MM mutual savings bank based in central New Hampshire.  The bank is very well capitalized and boasts a Tier 1 Leverage Ratio of 13.60%.   

The President and CEO is responsible for the overall performance of the Bank, including generating solid core earnings and maintaining a strong and liquid balance sheet. In addition, this person will manage the Bank for the long term to fulfill its mission to provide quality banking services within its core markets and to support its communities.

The Digital Business Analyst will act as the expert in the assigned functionality aspects of Digital Banking including Online Banking, Money Movement, Online Account Opening and other features as included in digital banking. This person is expected to research leading digital banking experiences and make/prioritize recommendations to enhance customer engagement. They will implement approved new features and changes to the product suite; and act as liaison between solution providers, customer facing channels, marketing and other internal teams to ensure that the Liberty Bank is consistently prepared to deliver exceptional digital experiences to customers.

This position reports to the VP – Product Management and Analytics and is responsible for managing key marketing information systems including but not limited to Pathfinder. Accountable for the reporting of business results, customer analytics, marketing programs, the marketing budget, and the competitive marketplace. This person will also be responsible for creating and maintaining timely reports and analytics of key functional metrics that will drive strategic promotional decisions while understanding the customer journey.

Position reports to FVP, Senior Product Development Manager (Marketing) and serves as the Marketing Analytics Manager for the Marketing department. The candidate will implement and use data segmentation and analytics tools to create customer segments and provide near real time personalized offers to customers. Partners to develop marketing offers for acquisition and retention as well as optimization strategies in collaboration with the Marketing, Digital, and Finance teams. Partners with Product lead and establishes digital and omni channel acquisition and retention capabilities. The candidate will provide insights for advancing the marketing investment optimization across products, channels, and programs. Requires a comprehensive understanding of multiple areas and topics across the bank including product acquisition, marketing, and how they interact in order to achieve the objectives of the function. Excellent communication skills required in order to negotiate internally, often at a senior level.

Our Chicago based P&C MGU client, Ryan Specialty Group, is looking to hire a fully remote Professional Liability Practice leader to join their team. This role will work across multiple Professional Liability programs to help assess, improve and expand their current operations, scalability, and broker relationships to drive profits.

This role will help evaluate different Professional Liability programs, work closely on underwriting challenges, be well-informed with both the distribution and broker experience, and comfortable working with a variety of professional liability portfolio managers on internal and client facing solutions.

If you have extensive experience supporting professional liability books of business, enjoy making strategic operational improvements while still engaging the broker community to make connections, let’s discuss!

Company offers a competitive salary, bonus and benefits.

Our client is a $3B credit union based in Northern New England and boasts over 1,600 members and nearly 500 employees.

The Chief People Officer (CPO) will be responsible to develop increasing focus and capacity on culture transformation that not only aligns with our developing brand, values and purpose but elevates them. Concurrently, this role will lead the discovery and implementation of efficiencies in HR functions that are transactional in nature, facilitating potential alignments with other operational areas of the organization and/or external partnerships. The goal being to reinvest capacity and resource gains back into organizational development, reflecting culture as our key value differentiator and competitive advantage.

The CPO is responsible for the development and execution of HR and organizational development strategy in support of the business plan and strategic direction of the organization. The incumbent helps to create a competitive advantage by fostering the development of a company culture that allows employees to thrive in all aspects of the employee life cycle. Serves as an advisor to the CEO, board, and senior leadership peers.

Due to an internal promotion, S&W has been retained by the Massachusetts Bankers Association ("MBA," www.massbankers.org) to manage the search for the organization's next Vice President of Government Affairs.

The MBA is a 118-year-old, diversified trade association that serves approximately 130 banks in Massachusetts, as well as dozens of Associate members. The association's primary purpose is to provide advocacy at the state and federal level to its members, as well as quality products and services that enhance the interests of those members, ranging from its group insurance trust to educational seminars. In terms of its size, diversity of offerings, and overall reputation, the MBA is widely regarded as one of the top state banking associations in the country. The MBA's revenues come primarily from membership dues, educational conferences and seminars, and affiliate offerings. As a non-profit, the association is governed by a board of directors with elected board officers.

The Vice President of Government Affairs is a member of the Association’s public policy team, working to execute the state and federal legislative and regulatory program, managing the design and development of professional development programs, serving as co-manager and assistant treasurer of Massachusetts Bankers PAC, and directing the Association’s financial education outreach programs. We are seeking skilled legislative professionals with experience working on Beacon Hill and a superb ability to communicate effectively and build consensus with industry and political leaders. 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 Moriah Maron, Senior Associate, Financial Services (mmaron@smithandwilkinson.com).

S&W has been retained by Kennebec Savings Bank ("KSB," www.kennebecsavings.bank) to manage the search for the bank’s Chief Retail Banking Officer.

Founded in 1870 and headquartered in Augusta, Maine, Kennebec Savings Bank is an exceptionally well-run, mutually held savings bank serving consumer and business customers throughout the state of Maine. KSB serves the financial needs of its customers through a comprehensive suite of personal, business, and investment products and services and differentiates itself in a crowded marketplace through exceptional customer service and a steadfast commitment to its communities. The bank has approximately $1.5B in total assets, operates 7 retail locations, and complements its offerings with competitive mobile and online solutions. In 2021, KSB’s financial results were excellent, with growth in the following key areas: assets (+16.4%), loans (+15%), deposits (+24%), income (+8%), capital (+19%), and Charitable Foundation (+30%). The bank is an outstanding corporate citizen, and as a mutually held savings bank, "takes pride in giving back in meaningful ways to the neighborhoods in which we work and raise our families." In 2020, through its Community Dividends program, the bank donated almost $1.1MM across 35 communities and KSB employees put in over 9,000 volunteer hours.

Due to the ongoing growth of the bank, KSB has created a new leadership role of Chief Retail Banking Officer. Reporting to the bank’s EVP & Chief Operating Officer, the Chief Retail Banking Officer will join a collaborative senior management team and will be responsible for the growth of the bank's deposits. This strategic and hands-on leadership role will help to shape the growth of deposits across all of the bank's customer channels, including but not limited to retail, commercial, and wealth management. We are seeking exceptional banking talent for this unique leadership opportunity.

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

Our carrier who specializes in the programs space, is looking for a Head of Operations to oversee their data, claims, and cash flow processes for the US and North America, while working with UK partners to implement a uniformed operating model. 

This role will also manage bordereau, KPI and regulatory reporting, and will identify efficiencies and automation opportunities to help them scale.  

If you enjoy managing teams, working in the MGA space, and are a champion of technology, then contact Katie Hadiaris to learn more. 

Role is remote in either the East or Central time zone!

Smith and Wilkinson is currently retained by Municipal Credit Union on their search for a VP of Financial Crimes & Intelligence. We are looking for an individual with a proven record of accomplishment related to investigative analysis, analyzing emerging fraud trends, proactive fraud mitigation strategies, and the reduction or elimination of fraud across all channels. The ideal candidate will have experience in people management, analytics, investigations, fraud and BSA. This position relies heavily on the management of multiple teams, analytics, problem solving and the ability to recognize non-obvious patterns and working collaboratively across multiple business units to implement mitigation strategies. Equally important is the position relies on sound judgment in a fast paced environment. Responsible for developing programs that identify emerging fraud trends with a line of sight on all internal and external systems currently used by MCU and all future systems. This will support MCU’s mission for developing a 360 view of all financial crimes. Continuously work to understand and mitigate losses to ensure the highest level of loss avoidance, reduction, and mitigation. Please contact Stephen Peary for a confidential discussion around the role.

Working under the direction and guidelines established by the EVP/Managing Director of Passumpsic Financial Advisors, this position is primarily responsible for client relationship management in both the trust and brokerage areas within an assigned market area. The position is integrally involved in proactive sales and referral cultivation, working closely with the organizations development team, external COI and referral sources, and existing clients. As a dual role employee this person will be required to be well versed in fiduciary account management and hold FINRA Securities licenses to conduct brokerage and insurance business.

• Must maintain a high level of knowledge and be committed to ongoing education to stay current with the latest regulatory changes nationally and specifically within New Hampshire and Vermont
• Must obtain and maintain an advanced professional degree, CFP, CTFA or other professional designation
• Business development in assigned market achieving annual goals set and agreed to .
• Provide comprehensive relationship management to client, client families and organizations
• Cross-selling products and services of the entire bank.
• Owns assigned projects, acting as project manager and seeing through to completion to include reporting to management
• Coordinates with Chief Investment Officer to ensure portfolio management meets guidelines of client accounts.
• Maintains contact, both written and oral, with clients, including meetings off-site at irregular hours with travel required.
• Conducts presentations and seminars promoting Passumpsic Financial Advisors and the entire organization.

Will cross-train in positions with the department both vertically and laterally to ensure department compliance with needed coverage should unexpected events occur.

We are looking for people who pursue their passions, both inside and outside the workplace.

Join the Passumpsic Bank team for a healthy, fulfilling career based on support, balance and opportunity. The possibilities here are endless, offering a range of roles, responsibilities and career paths.

When our employees succeed, everyone wins. Entry-level positions can lead anywhere, up to and including executive management. (Fun fact: Our previous President started as a teller.)

Kick off your next professional adventure with a trusted company passionate about supporting your long-term career goals.

Smith and Wilkinson’s 25-year-old East Coast MGA Client with a growing P&C book across Cargo, Inland Marine and Shipping is looking for an in-house Pricing Actuary to help with pricing and rating across all of their offerings.

If you have at least 5 years of property & casualty experience, and hands on experience building various predictive models, then contact Colin Morgan to learn more.

The person in this role must report 2-3 days-a-week to their offices in either Westfield, NJ or North Kingstown, RI. Role comes with competitive compensation, benefits, and room for growth in a dynamic organization.

A small Architecture firm that is growing with offices in Portland & Bangor is looking to hire an Architect or Architectural Designer. The firm started because the founder became tired of the corporate machine-like stressful environment found in many of the larger firms of Boston & New York. This new firm is being built with a culture based on collaboration, support, and learning. With a refreshing work environment focused on driving creativity, excitement, and growth with each project and client.

Projects will include commercial entertainment venues, and the role will focus heavily on design and the development of architectural design concepts. There is flexibility in the level of experience for the position and the responsibility or expectations will be custom matched to the new team member to ensure the right amount of challenge, learning, and growth.

What is important, is the passion for architecture, constant learning, and enjoyment of working within a small team.

Responsibilities:

• Design/drafting within Revit to meet project delivery lifecycle, typical milestones, and their level of detail
• Manage priorities and personal workload to meet deadline commitments
• Mentor junior staff or willing to take direction
• Get out in the field, and provide oversight of construction, as this is where the design efforts materialize
• Interact with clients and contractors, and represent the firm in a professional respectful manner at project sites
• Balance remote working and time in the field, with time in the office (collaborating side by side helps everyone grow)

Qualifications:

• B.S. or M.S. Degree in Architecture, Structural Engineering, Interior Design, or related field
• Preferred years of experience are 3+ years of professional experience but can be flexible
• Interest in becoming a licensed professional, if not one already
• Experienced and comfortable working with Revit

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 Stacy St. Onge to learn more.

Role is fully remote and requires at least 8 years of commercial lines, property & casualty experience. 

Due to the planned retirement of the bank's longtime Senior Vice President, Chief Technology Officer, S&W has been retained by Norway Savings Bank ("NSB," norwaysavings.bank) to manage the search and selection process for its Chief Information Officer ("CIO").

Established in 1866, NSB is a 156-year-old, $1.7B state chartered mutual bank. The bank has over 320 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 12% 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 owned and 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. A fantastic corporate citizen, NSB awarded over $1MM to Maine nonprofits in 2021.

Joining a tenured and collaborative senior management team, the CIO will play a key leadership role in shaping the future of technology for this storied community banking franchise. Specifically, the CIO is responsible for leading, developing, and motivating a strong team to provide information systems and technology (IS&T) support and solutions for all of the bank's business functions. This includes vision, leadership, and oversight of the IS&T environment, infrastructure, information security and cybersecurity, mainframe, enterprise data management, business application management, systems administration and integration, IS&T project management, vendor relationships and contracts, and budget and expense management.

For additional information about this unique community bank executive role, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Nathan Townsend, Partner & Consultant (ntownsend@smithandwilkinson.com).

Smith and Wilkinson’s client, a global underwriting platform is looking for fully remote Client Services and Delivery Managers to join their team. This role will support the onboarding of new programs and will establish best practices amongst auditing, underwriting and claims as well as new market opportunities. If you have a generalist background in operations/ claims/ underwriting, and have worked across commercial P&C lines, please contact Colin Morgan to learn more!

This role is fully remote requiring some travel to meet with programs on site throughout the year. The company offers unlimited PTO, a competitive salary and huge opportunities for growth within an emerging corporation.

Reporting directly to the President and CEO, the SVP Operations will be responsible for implementing and enhancing the Bank’s operations strategic plan while managing Deposit Operations, Loan Operations, Information Technology, branch automation, and digital banking applications. This person will be a key member of the senior management team.

This position will have at least three direct reports and oversee a total staff of at least ten.

Smith and Wilkinson is pleased to announce the search for the next President and CEO of the Minnesota Credit Union Network (MnCUN), based in St. Paul. The MnCUN and it's 94 financial cooperatives have risen to new heights under Mark Cummins, who will retire as President and CEO of the network after more than a decade of service in 2023. The MnCUN is in strong financial condition that employs a senior and accomplished team and has a stellar reputation amongst it's key constitutes. In addition to advocacy at both the state and national levels, the MnCUN owns Network Services Corporation that provides various levels of products, services and support to credit unions and their members.

The next President & CEO of the MnCUN will be responsible for the ongoing continued success of this organization. We are seeking proven leaders who demonstrate the ability to successfully lead the MnCUN and work collaboratively with it's member organization, the Board of Directors, the MnCUN team, state and federal lawmakers and other key constitutes.

For a confidential conversation, please reach out to Nick Hayes or Moriah Maron

Our established sports and entertainment MGA client with offices in Minneapolis MN, Tampa FL, and Fort Wayne IN is looking for Excess Casualty Underwriters at varying levels of experience. If you have experience in renewals and/or new business in E&S, Casualty, and/or Commercial Liability then please contact Colin Morgan to learn more.

This position will handle a national territory. Any amusement park, sporting event, and live music account experience a plus. Role can be remote for the right person but someone willing to work 1-2 days in any of their office locations is ideal. Comes with competitive salary, benefits, and room for growth in an exciting organization.

Smith and Wilkinson has been retained by $3.9B Truliant Federal Credit Union in Winston Salem, NC, on a search for the Credit Union's first Chief Retail Banking Officer. Now the 3rd largest Credit Union in North Carolina, Truliant is fueled by a powerful lending program that includes in-house Commercial, Residential and Consumer teams, an Investment Services Program and a Member Contact center that employs over 150 people. Truliant's "Everyone Under the Sun" philosophy is the driving force behind its commitment to diversity that is evident on both the Board and Senior Management teams. In 2022, Truliant earned approval as a CDFI to assist with its continued commitment to serve underserved communities.

The Chief Retail Banking Officer will assume the direct oversight of Retail Banking, Consumer Lending, Residential Lending, the Member Contact Center and Investment Services. This is an extremely large role that will seek candidate with the ability to manage multiple lending teams in different departments and a network over 30 branches in 3 different states. The ideal candidate will be decisive, have the operational drive to accomplish tasks and have a specialty in project management with the ability to connect these five departments as one fluid team. With over $1.4B in asset growth since 2018, Truliant continues to move at a rapid pace in growth.

For a confidential conversation, Please reach out to Nick Hayes or Darcy Flaherty.

Our west coast based specialty MGU with 8 programs and growing is looking for an Agency Operations Manager to oversee a team of east coast based retail agents that they have newly acquired. 

If you have experience managing the new business and renewals process between underwriting/ brokers/ account managers across general commercial property and casualty, know how to attract small commercial accounts through marketing and relationship management, and can redesign how workflows and teams execute across the country, then contact Katie Hadiaris to learn more. 

Position is fully remote with some visits to the Northern California  HQ and greater Philly based offices throughout the year, comes with growth opportunities, and requires at least 5 years of experience in a retail agency/ brokerage/ commercial underwriting operation to be set up for success.  

Our West Coast based specialty MGA is looking for an experienced Commercial P&C Underwriter with familiarity working with multiline admitted policies to support their growing energy program.

The ideal candidate will have several years of experience underwriting a mix of renewal and new business across the commercial auto, property, workers comp and GL space.

If this sounds like you, please contact Harrison Hines to learn more.

This position is fully remote with competitive salary, bonus, and benefits. This position will support the Northeast Territory so a preference will be given to candidates willing to work within that time zone.

Smith and Wilkinson is currently retained by Municipal Credit Union on their search for a Director of Card Services. The Director of Card Services strategically evolves the Debit/Credit Card product line, Loyalty/Rewards program, and overall management of these sectors in keeping and establishing the Credit Union overall strategic goals.

Complete knowledge of Visa Operations and ensures the Credit Union meets its Visa principal membership obligations, complies with federal and state laws governing cards and their respective accounts, Electronic Funds transfer, and acts in accordance with card issuer mandate. Develop and implement new plans and procedures to enhance operating efficiency. The incumbent will be responsible for assisting in short-term and long-term service delivery and business objectives for the department. The department functions consist of ATM, Debit and Credit Card programs including claims, disputes and settlement of transactions. 

Please contact Stephen Peary for a confidential discussion around the role. 

The Senior Director of CRE Services will be responsible for active oversight of the Bank’s Appraisal, Evaluations, Environmental, Construction Monitoring and regulatory compliance for Commercial Real Estate. This leadership position requires a responsive leader that will develop an efficient support services group with responsibility for workflow, reporting and development along with a focus on customer service.

Smith and Wilkinson’s client, a national E&S P&C carrier in Stamford, CT is adding a new Operations & Underwriting Analyst to support their property book of business. This role will be hands on with renewal set ups, binders, endorsements, and liaise with their offshore business partners putting policies together. If you have at least 2 years supporting the full policy life cycle in property coverages, please contact Colin Morgan to learn more!

This role is hybrid requiring you to be in the office on Tuesdays and Thursdays. The company offers a competitive salary, substantial PTO and opportunity for growth within an established corporation.

Our life insurance and financial services research, solutions provider, and networking client located in Hartford CT, is looking for an experienced product leader to develop new strategies and offerings for their members worldwide.  This role will collaborate with active members to create new partnerships, conduct insurance market research to develop new learning materials  and product insights, and manage a team to revamp aging offerings to remain competitive.

If you have several years in the life insurance space working with technology, sales, and marketing, have managed teams in the past, and have hands on experience creating road maps for new product roll outs, then contact Stacy St. Onge to learn more.

Role is open to being remote outside of CT as long as you are comfortable traveling once a month.

Due to the planned retirement of its current Chief Lending Officer in 2023, S&W has been retained by Winchester Co-operative Bank ("WCB," www.wcbonline.com) to manage the search and selection process for its next senior lending executive.

WCB is a mutually chartered community bank serving Winchester, Massachusetts and surrounding communities since 1893. The Bank remains committed to serving the families and small businesses that are the foundation of its thriving community. Today, WCB is an approximately $780MM community bank operating full-service branches in Winchester and Woburn. Customers throughout the region are supported by dedicated, local bankers and a full suite of online and mobile banking products. A $484MM loan portfolio includes approximately $324MM in 1-4 family owner-occupied residential mortgage loans, $139MM in commercial real estate and construction loans, and $21MM in equity lines and other loans. In addition, over $125MM of loans that were originated in-house are serviced for others. Total Deposits exceeding $680MM coupled with $98MM of core capital providea strong foundation for additional loan growth within the Bank’s communities. The upcoming retirement of the Chief Lending Officer presents an opportunity for an experienced, community-focused lender to lead a team of seasoned bankers as they grow the bank’s portfolio to meet the needs of an expanding customer base.

For additional information, 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).

S&W has been retained by The Bank of Bennington (thebankofbennington.com) to manage the search and selection process for the bank's next Chief Financial Officer ("CFO").

Headquartered in Bennington, Vermont, The Bank of Bennington is a 105-year-old, mutually chartered community bank that serves the financial needs of its consumer and small business customers in southwestern Vermont. The bank has approximately $560MM in total assets and operates 5 retail locations in Bennington, Manchester, Arlington, and Rutland. As a federal savings association (the only one in Vermont and one of only a handful of national mutual banks in the country), the bank is regulated by the OCC. The bank has an approximately $360MM loan portfolio, 77% of which is secured by 1-4 family residential loans, and is in sound financial condition, notably with 10.23% core capital ($52MM).

Reporting to the bank's President & CEO, the CFO will join a small and collaborative senior leadership team. As currently organized, in addition to the bank's finance & accounting team, the CFO also leads deposit operations and wealth management. Once acclimated to the bank's culture, the CFO will lead the modernization of systems and processes in this critical department. We are seeking exceptional finance and accounting talent for this unique community bank leadership role. For additional information, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Moriah Maron, Associate, Financial Services (mmaron@smithandwilkinson.com).

Finance Data Analyst – Fully Remote!

Our client, a commercial P&C underwriting services platform, is looking for a Finance Data Analyst to join the team and help senior leaders understand how specialty insurance programs are operating through the use of data analytics. This person will pull data out of the client’s underwriting platform and prepare various reports including P&L, hit ratios, and profitability.

The ideal candidate will be financially oriented, very quantitative and have some knowledge of commercial P&C insurance. Experience preparing reports for senior leaders is a plus!

The role is fully remote and comes with a competitive salary, full benefits package including unlimited PTO, and room for growth.

Please contact Katie Hadiaris to learn more!

Due to a planned retirement, S&W has been retained to manage the search and selection process for the next Vice President of Human Resources for Direct Federal Credit Union ("Direct," www.direct.com). Headquartered in Needham, Massachusetts, and founded in 1953, Direct is an approximately $800MM credit union that has been serving members who live, work, worship, or attend school in Norfolk and Middlesex Counties, a potential field of membership of over 2.3 million people. As a nonprofit, Direct's earnings are invested back into the credit union, meaning lower loan rates and higher deposit rates for its members. Unlike most community financial institutions, Direct does not operate retail branches besides its Needham headquarters but instead serves its members virtually through a modern suite of online and mobile solutions. The credit union is in strong financial condition, notably with a core capital/net worth ratio of almost 12%.

The Vice President of Human Resources will join a collaborative and engaged leadership team and play a key role in the future of one of the fastest growing credit unions in Massachusetts. We are seeking exceptional human resources talent for this unique leadership role.

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

Smith and Wilkinson has been retained by $2.5B USAlliance Federal Credit Union on a search to find the organization's first SVP of Talent. USALLIANCE Financial operates as one of the most unique and progressive Credit Union's in the Northeast, carrying a multistate presence with operations centers in both NY and MA, and is heavily invested in multiple fin-tech ventures which include Dora Financial, the country's first cooperative neo-bank.

With a plan to expand cooperative shared service into the Human Resources field, USAlliance seeks an SVP of Talent to be the face of the HR department as expansion continues. This is an excellent opportunity for an HR professional to be a front facing leader of one of the most progressive Credit Union's in the country.

For a confidential conversation, please reach out to Nick Hayes.

p: 207.289.3134
e: nhayes@smithandwilkinson.com

Reporting to the President, the primary function of the SVP Wealth Manager is to serve as their client's primary contact and financial planning resource. This position also works as a part of the business development team by lending financial planning expertise and experience to prospective clients. This position includes a specific focus on high-net-worth individuals, institutions such as cities and towns and not for profit entities. The position represents a leadership role within the trust team and is responsible for managing client relationships.

Due to the planned retirement of its current Chief Financial Officer, The Cooperative Bank of Cape Cod ("The Coop," www.thecooperativebankofcapecod.com) has retained S&W to manage the search for its next CFO.

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 101 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 $1.4B, 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 bank's CEO, the CFO will play a key leadership role in the next chapter of the bank's evolution. Leveraging a data and analytics based approach to decision making and working collaboratively with the leadership team, the CFO will identify and explore areas for continued growth and efficiency. We are seeking forward-looking finance executives with a passion for community (and hopefully a connection to or an affinity for the Cape) for this unique leadership role. 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 Moriah Maron, Senior Association, Financial Services (mmaron@smithandwilkinson.com).

Digital Business Analyst Manager – Fully Remote!

Our client, a commercial P&C underwriting services platform, is looking to add a Business Analyst Manager to lead a team of Digital BAs and ensure the development work that is being done aligns with business expectations and platform capabilities. This person will prioritize and balance BA work, provide support and coaching, identify project delivery issues and risks, and evaluate effectiveness of SDLC while making recommendations for continuous improvement.

The ideal candidate will understand the full ins and outs of policy underwriting and the BA framework, have 3-5 years of prior management experience and be a people-focused leader.

This is not a contract position! The role is fully remote with some travel and comes with a competitive salary and bonus, unlimited PTO, and room for growth.

If this sounds interesting then let’s chat!

Smith & Wilkinson's fronting carrier client onboarding both personal and commercial P&C MGAs, is looking for a number of program managers to assist, improve, and scale in the onboarding process of these MGAs.  

If you have a strong background in partnerships auditing, underwriting operations, TPA management, and client implementations on the carrier or MGA side, please contact Stacy St. Onge to learn more.

Company offers a fully remote environment with limited travel, strong growth potential, and competitive salary.

Our client Ransom Consulting, LLC. is currently seeking a Senior Geotechnical Engineer to join their team in one of their Northern New England offices. This is an excellent leadership opportunity to work with a high-performing team collaborating closely with other experienced engineers and scientists.

The position at the minimum is responsible for leading the delivery of geotechnical aspects of projects to support the other disciplines within the company. There is the opportunity to take this leadership role even further to build and develop the small Geotechnical Engineering team into a stand-alone practice area and grow the team.

The projects will be balanced between environmental and site civil engineering projects located in the Northeast. This is an excellent opportunity for a technically strong geotechnical engineer that would like more leadership opportunities or the opportunity for driving their professional growth.

Technical Responsibilities:

• Construction and earthwork designs
• Earth support systems
• Existing design and peer review
• Field instrumentation and analysis
• Forensic assessments
• Foundation evaluation
• Ground improvement analysis
• Pavement design and evaluation
• Resource evaluation
• Rock anchor design
• Slope stability & landslide analysis
• Stand-alone or bundled geotechnical/environmental investigations
• Interacting with clients, and contractors and representing the firm in a professional manner at project sites.

Qualifications:

• B.S. or M.S. Degree in Civil or Geotechnical Engineering
• Ideal years of experience is 7+ years of professional experience
• Professional Engineer license

Smith and Wilkinson’s client a nationwide brokerage and risk consulting firm is in need of a fully remote Wholesale Broker in any commercial line to join their team. This role will manage a book of new and renewal accounts within their assigned territory, review requests to bind coverage and cultivate existing relationships with business partners on the retail and carrier side to secure and expand their revenue stream.

Role offers great base salary and a strong opportunity for growth. Contact Christian Homlish to learn more.