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

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.

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.  

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 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.

Our West Coast based specialty MGA is looking for an experienced Senior 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. 

No description available

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.

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.

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).

Our west coast based specialty MGA with 8  programs across the P&C landscape is looking for an experienced Accounting Leader to join their growing company.

This key role will have financial influence on all aspects of the business and will oversee the finance and accounting functions needed to support the various services that are offered. 

The ideal candidate will have a strong working knowledge of the accounting and finance function, along with a solid grasp of GAAP, budgeting, analytics, and accounting system concepts. A passion for financial insights and the ability to communicate them to all levels of management is essential.

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

This position is fully remote with some visits to the Northern California HQ throughout the year, comes with great growth opportunities, and requires at least 5 years of experience in accounting/finance. 

Commercial P&C Production Underwriting Opportunity!

Our client, a niche industry insurance specialist that creates programs to help under-served areas in today’s economy, is looking to add a commercial underwriter to their team to specialize in Entertainment Risk Management. With over 50 years of experience in the entertainment and hospitality insurance industry, you will be joining a team that prides themselves on their ability to provide creative solutions while creating long lasting relationships with brokers, agents, and customers.

The ideal candidate will have at least 3 years of experience as a commercial underwriter, be driven and motivated to succeed and reach goals, and be interested in learning a niche line of business in the MGA space.

The role is based out of Atlanta and will require in-office work with some travel, comes with a competitive base/bonus, and room for growth with the ability to learn more product lines over time.

If this sounds interesting, then let’s chat!

S&W has been retained by Reading Cooperative Bank ("RCB," www.readingcoop.com) to manage the search for the bank's first SVP, Chief Credit Officer.

Established in 1886, “with a mission to make it possible for the average ‘workingman’ to purchase a home,” Reading Cooperative Bank is an approximately $710MM, Massachusetts-based mutual bank. As a mutual bank, the bank is owned and governed by its depositors, and its mutual ownership structure allows it to operate under the mantra of "people over profits, every time." Consistent with the Bank’s mission, RCB has recently opened its 11th branch location in Lawrence, MA and operates two educational branches within local high schools. As the Bank has evolved it has grown into a progressive and technology-driven community financial institution embodying the best of what a community bank can be - committed to the communities it serves with pioneering technology offerings that allow its customers to bank where and when they want. RCB is in strong financial condition, with good earnings, efficiency, capital, and asset quality(noncurrent loans to loans of 0.20%). The bank maintains an approximately $556MM loan portfolio, 95% of which is secured by real estate. RCB was recently recognized by Banker & Tradesman as the 5th ranked commercial lender in Massachusetts in growth of number of commercial loans year over year (209% increase).

Reporting to the bank's EVP & Chief Banking Officer, the Chief Credit Officer is responsible for the overall administration and support of the bank's credit approval process and portfolio quality while leading a team of commercial credit professionals. This important and highly visible leadership role will reinforce superior customer service through exceptional communication and follow up while working collaboratively with the bank's commercial lending professionals toward the common goal of being the commercial lender of choice for area businesses. Specific responsibilities include calculating ALLL, reviewing and decisioning large and complex loans prior to submission to Loan Committee, and serving on key leadership committees. We are seeking well rounded commercial credit professionals 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 Nathan Townsend, Partner, Financial Services (ntownsend@smithandwilkinson.com).

Our client is currently seeking a senior environmental service professional to join their Seattle area, leadership team. This role will be responsible for developing a client base and mentoring project managers focused on environmental due diligence, remediation, compliance, and stormwater. The position will also play a key role in supporting the positive work culture and employee growth and development for this employee-owned firm that is in an exciting time of growth.

This position will provide you the opportunity to work within a firm that supports innovation and will allow for personal growth. As a member of the leadership team, you’ll have the ability to directly impact strategic decisions and directions of the firm.

The right person for this position will have a strong business development mindset and a background in client relationships serving in a role as a trusted advisor to their clients. Experience can be from a wide variety of Environmental Services and can even be from a new service area for the right individual, the key skillset to ensure success is the desire to grow the firm's client base throughout the Northwest.

Examples of preferred experience types:

• Senior-level project planning, design, and mentorship for both project managers and staff
• Client interactions, project sales, and development of client base
• Demonstrated skill in marketing and proposal development
• Oversight of scope, schedule, budget, and delivery of projects

Qualifications:

• Ability to work well with others in a collaborative team environment
• Advanced degree in Geology, Hydrogeology, Engineering, Environmental Studies, or a related discipline
• Registration as a Professional Engineer or Geologist
• Approx. 15+ years of environmental consulting experience
• Applied knowledge of federal and state environmental regulations
• Excellent technical writing and verbal communication skills
• Proven track record of client development and management
• Solution-oriented approach with strong problem-solving skills

Our client, the Horsley Witten Group is expanding their Landscape Architecture team and is looking to hire an experienced Landscape Designer to their team. This role will be involved with a wide variety of environmental, park, site development, and restoration projects throughout New England. There is flexibility in where the position is based and has some remote/hybrid flexibility.

The projects will focus on the theme of Conservation, Preservation, and Protection. Supporting clients that include conservation groups, land banks, municipalities, and the occasional private client. There is some flexibility in the experience level of the role, but the ideal candidate will have an interest in Project Management and growing their career.

Horsley Witten Group is an engineering and environmental consulting firm founded on the principles of sustainable water resource protection. They’re committed to working with clients that also share this commitment to sound environmental and sustainability practices. It’s this commitment to the environment that separates them from other environmental services firms. If you became an environmental professional to positively impact the environment, this is an opportunity and firm worth exploring.

Responsibilities:

• Site design, grading and drainage, and planting plans from concept through construction
• Cost estimating
• Drafting support for production (AutoCAD) of design plans
• Graphic support including plans, sections, elevations, and perspectives for the inclusion in reports, presentations, and outreach materials
• Developing hand-drawn concept plans and sketches to effectively convey design ideas
• Coordination with sub-consultants or allied professionals’ design staff (Architects, Landscape Architects, Planners, etc.)
• Interacting with clients, representing the firm in a professional manner

Qualifications:

• B.A/B.S. or M.S. Degree in Landscape Architecture or an environmentally oriented field of study (Civil Engineering, Ecology, Biology, Environmental Science, etc.)
• A Landscape Architect license is great, but not required

Our client, a fast paced, energetic and rapidly growing MGU is hiring for an Underwriter to join their team. This role will be supporting a program for small/mid sized businesses providing property and liability coverage on a variety of business owners policy. 

The ideal candidate brings with them several years of commercial underwriting experience and a willingness to work a hybrid office/remote schedule. 

This position offers tremendous room for growth, fantastic benefits, and a rewarding opportunity to join a well respected brand. If you're interested in learning more please contact Harrison Hines. 

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 commercial lines MGA client, located in Orlando, FL is growing their team and looking for a Commercial P&C Underwriter!

If you have a couple of years experience in a new business or renewal underwriting role we should connect to discuss this opportunity. A background in commercial property, auto, workers comp, general liability and/or professional liability is required as is 3 days in the office. Company offers room for advancement, excellent technology/ automation, great benefits and more!

If you're interested in learning more please reach out to Harrison Hines.

S&W has been retained by Reading Cooperative Bank (“RCB”, www.readingcoop.com) to manage the search and selection process for the bank’s Chief Operating Officer.

Established in 1886, “with a mission to make it possible for the average ‘workingman’ to purchase a home,” Reading Cooperative Bank is an approximately $710MM, Massachusetts-based mutual bank. As a mutual bank, the bank is owned and governed by its depositors, and its mutual ownership structure allows it to operate under the mantra of "people over profits, every time." Consistent with the Bank’s mission, RCB has recently opened its 11th branch location in Lawrence, MA and operates two educational branches within local high schools. As the Bank has evolved it has grown into a progressive and technology-driven community financial institution embodying the best of what a community bank can be - committed to the communities it serves with pioneering technology offerings that allow its customers to bank where and when they want. RCB is in strong financial condition, with good earnings, efficiency, capital, and asset quality(noncurrent loans to loans of 0.20%). The bank maintains an approximately $556MM loan portfolio, 95% of which is secured by real estate.

Reporting to the President & CEO, the COO will join an accomplished and collaborative senior management team and will be integral in both setting the strategic vision of the bank and leading key departments toward that vision. The COO is responsible for all internal operational functions of the bank, including Information Technology, Core Processing, Deposit Operations and Call Center, Loan Servicing, Project Management, and Facilities. This important and highly visible role will serve as a member of the Executive Team and, as such, is expected to provide necessary leadership and management to ensure the strength of these key functions with an emphasis on improving customer experience and internal processes as well as contributing to the bank’s culture, strategy, and leadership. We are seeking innovative and strategic banking leaders for this important and highly visible community banking executive role. For additional information, or to arrange a confidential discussion, 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 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).

Due to the planned retirement of its President & CEO George Hermann, Windsor Federal (windsorfederal.com) has retained S&W to manage the search and selection process for its next chief executive.

Headquartered in Windsor, Connecticut, Windsor Federal is an 86-year-old, $750MM, nationally chartered mutual bank. The bank's role in the financial lives of its business and consumer customers and in the communities that it serves is epitomized in its tagline, "neighbors helping neighbors." Windsor Federal has the distinction of being both the only federal savings association in Connecticut and the last remaining bank headquartered in Hartford County. The bank's unique charter as a federal covered savings association, allows it to more easily serve customers across state lines. The bank's primary business is supporting area small businesses, and today approximately 70% of its almost $500MM loan portfolio is in commercial loans. In addition to its retail locations in Windsor, East Windsor, South Windsor, Granby, Bloomfield, and Suffield, the bank offers a full suite of mobile, online, and commercial cash management solutions. The bank is in solid financial condition and in good standing with its regulator, the OCC.

The President & CEO will be responsible for the overall leadership and stewardship of this important community financial institution. We are seeking exceptional banking talent with a broad understanding of community banking, a proven track record of executive leadership, and the shared values of the role Windsor Federal and its commitment to mutuality play in the communities that it serves. 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, Associate, Financial Services (mmaron@smithandwilkinson.com).

Due to the planned retirement of the bank's longtime CEO Mark O'Connell, S&W has been retained by Avidia Bank (www.avidiabank.com) to manage the search and selection process for its next chief executive.

Avidia Bank is one of the premier community banking franchises in the country and is a model of the modern, community-oriented financial institution. Headquartered in Hudson, Massachusetts in the state's fertile MetroWest market, Avidia bank is a mutual community bank formed by the 2007 merger between Hudson Savings Bank and Westborough Bank, both founded in 1869. In addition to traditional business and personal banking products and services, Avidia also operates a number of profitable niche business lines that serve customers regionally and nationally. The bank is driven is by the Mission, Vision, and Values of:

Mission: "to provide our communities with strong and efficient financial solutions and exceptional customer service."

Vision: "Avidia works hard to develop strong relationships with everyone in our communities and strives to be the best bank of any size or type in our markets."

Values: "Honesty, Caring, Inclusivity, Positivity, Good Humor, Humility."

Avidia is in strong financial condition with good earnings, efficiency, asset quality, and capital. For the period ending 3/31/22 the bank had $2.4B in total assets, an ROA of 0.43%, efficiency ratio of 79.14%, noncurrent loans to loans of 0.18%, and core capital of 8.19% (or $197MM). The bank maintains an approximately $1.6B loan portfolio, of which $950MM is secured by real estate (including $410MM in 1-4 family residential), and $632MM is commercial and industrial. Avidia is regulated by the FDIC and Massachusetts Division of Banks and operates 10 Retail locations in the communities of Clinton, Framingham, Hudson, Leominster, Marlborough, Northborough, Shrewsbury, and Westborough. Through the Avidia Bank Charitable Foundation (founded in 1997), the bank supports area nonprofits through a regular grant process.

The President & CEO is responsible for the leadership and stewardship of this important financial institution and will formulate, implement, and manage the bank's overall corporate strategies and policies. We are seeking exceptional banking talent with demonstrated leadership and vision for this once-in-a-lifetime leadership opportunity. 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, Associate, Financial Services (mmaron@smithandwilkinson.com).

Our Nashville, TN based coastal property MGA is adding a new tech, project, and data focused analyst to their growing team! This role will support UAT delivery, help centralize business units, improve their policy administration systems and renewals process, and help the company scale.

If you have at least a couple of years experience working as a business/ operations/ data analyst in the commercial P&C space, love engaging with departments and leaders around the US, and can be in the Nashville office a couple of days a week, then contact Stacy St. Onge to learn more!

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!

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

S&W has been retained by SalemFive (www.salemfive.com) to manage the search for a Certified Financial Planner ("CFP") to join the bank's Investment Services team.

With $6.2B in total bank assets, Salem Five is the 4th largest bank headquartered in Massachusetts and the state's largest mutual bank. The bank's 600+ team members serve their commercial, retail, wealth management, and insurance customers through a comprehensive product set, a full suite of online and mobile banking solutions, and 35 retail locations throughout eastern Massachusetts. As a mutual bank, the bank is owned and governed by its deposits, allowing it to take a long-term view of success based on prudent balance sheet management and a commitment to the communities where it operates. The bank is in sound financial condition, notably with excellent capital, asset quality, and efficiency. Given its longevity, size, and financial strength, SalemFive is one of the premier community banking franchises in the country.

Reporting to the President of SalemFive Investment Services, the CFP will work with an existing and established client base to provide unbiased financial recommendations. Working collaboratively with Financial Advisors and leveraging industry-leading planning software, the CFP will create customized and in-depth financial plans for clients. Candidates with appropriate securities licenses (7, 65, or 66) who can assist clients with rebalancing accounts are of particular interest. For additional information about this unique and client-centric role with one of eastern Massachusetts's premier banking franchises, 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).

Smith and Wilkinson is currently retained by OceanFirst Bank on their search for a Senior Project Manager to join their growing Corporate Real Estate team. The role will be responsible for planning, implementation, and tracking of assigned construction projects. This position manages multiple simultaneous projects in all divisions to ensure deliverables within established schedule and budget. Monitor contractor performance in the field to ensure quality of the work and adherence to safety protocols. For a confidential discussion around the role please contact Stephen Peary. 

Client Services & Delivery Analyst – Fully Remote!

Our client, a commercial P&C underwriting services platform, is looking for a Client Services & Delivery Analyst who will be responsible for ongoing program management of assigned MGAs. This person will help drive business decisions and improve operational efficiencies by partnering with internal and external stakeholders and developing and producing various reports to identify trends and make recommendations for improvement, all while guiding and supporting the MGA along the way.

The ideal candidate will have at least 5 years of insurance experience ideally in P&C underwriting or operations, be highly analytical with a heavy reporting background, and possess strong communication and relationship building skills for this client facing role.

The role is fully remote and comes with a competitive salary/bonus, full benefits package including unlimited PTO, and room for growth. Please contact Katie Hadiaris to learn more!

As a VP Commercial Loan Officer, you will be responsible for servicing an existing portfolio of commercial loans and develop and underwrite new account relationships. You will also handle more complex commercial loans.

Smith and Wilkinson is currently retained by Municipal Credit Union on their search for a VP, Risk Management. This newly created role, a result of continued growth and expansion in the organization is responsible for the leadership of the Credit Union’s Risk Management Program and Risk Management Committee, further developing and maintaining a risk-aware culture, and implementing risk decision-making into day-to-day operations. Responsibilities include, but are not limited to, oversight of enterprise risk management, vendor due diligence and management, disaster recovery/business continuity, information and cyber security, external audit and examination coordination. The VP will develop, maintain, and update all related policy and procedure, and partner with L&D for employee training and education programs. The VP will facilitate the organization’s definition of risk appetite and tolerances, coordinate risk assessments, and develop and communicate risk reports for management. Please contact Stephen Peary for a confidential discussion about the role. 

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

Smith & Wilkinson has been retained by Achieva Credit Union on a search to find the Credit Union's next Vice President of Commercial Lending. Reporting directly to the Credit Union's COO, Achieva's next VP of Commercial Lending will be responsible for the management of the Business Banking department with direct oversight of a staff that includes 8 Commercial Lenders and a full Credit and Operations support team. This role serves as an excellent opportunity for a Credit Officer or Commercial Operations to lead their own department.

Based in the Greater Clearwater area, Achieva Credit Union serves over 150,000 members with 22 branches throughout west-central Florida. The Credit Union has seen grow over nearly $1B in assets in the last 5 years and maintains a strong balance sheet with stable earnings and nearly 10% core capital. There is ample opportunity for growth in the Commercial Lending department at Achieva.

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

Northway Bank is seeking an experienced commercial banker to assist in the management of the Bank's largest commercial market area, in and around North Conway, NH.  North Conway is an outdoor mecca for skiing, biking, hiking, hunting, fishing, and camping.  It is the top destination for visitors to the White Mountains, and it is a critical market for Northway Bank's commercial lending portfolio.  We are looking to relocate an experienced commercial banker to assume responsibility for a significant loan portfolio, and be part of the bright future of this growing community bank, surrounded by the beauty of the White Mountain National Forest and all it has to offer.

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 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).

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).

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.

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 established wholesale broker client with offices in Phoenix, AZ is looking for an Account Executive to support their brokers on renewals, client management, and submission/policy reviews. 

If you have at least a few years' experience in a general commercial property and casualty, underwriting, retail/wholesale broking or policy administration, and can be in the office for training then contact Harrison Hines to learn more. 

Role comes with excellent salary and bonus incentive, as well as room for advancement.

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

Director, Project Management Office – Hybrid

Smith & Wilkinson’s coastal property MGA client with offices in Chicago, Birmingham, and Nashville is looking to add a Director, PMO, to their team to take ownership and drive the execution of key initiatives at the enterprise level.

If you have been a large-scale project manager for at least 5 years with proven success in the P&C insurance field, then let’s chat! PMP certification and knowledge of agile framework is preferred.

Role will require 2-3 days per week in either the Chicago, Birmingham or Nashville office and comes with competitive salary/bonus and room for growth!

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.

Our global parametric carrier client is looking for a Business Development Leader to set their North American distribution strategy and build a team based out of NYC.  This role will takeover an existing pipeline and relationships across large wholesalers to further expand their climate change solutions being offered to the middle market.  

If you have property CAT risk expertise, strong wholesaler relationships, and have successfully built out sales functions in the past, then contact Stacy St. Onge to learn more.

This role offers a flex/ remote schedule, competitive base & bonus, and global reach.  

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