Our client is currently seeking a seasoned Asset Based Lending Business Development Officer to join their team in the California and/or Phoenix markets as a part of the organization’s continued growth. The firm is a leading commercial finance organization with a 20+ year history of serving the lower to middle market space nationwide and throughout Canada and remains focused as an organization that is looking to continue to grow and fund new transactions. Please contact Stephen Peary for a confidential discussion around the opportunity.

Due to a planned leadership transition, S&W has been retained by QNB Corp., the holding company of QNB Bank (OTCQX: QNBC, “QNB”), to manage the search and selection process for the bank’s next President.

Established in 1877, QNB is a full-service community bank headquartered in Quakertown, Pennsylvania and serving business and consumer customers primarily in the economically vibrant counties of Bucks, Lehigh, and Montgomery. Today, QNB has approximately $1.8 billion in total assets. In September of 2025, QNB entered into a strategic merger agreement with Victory Bank that will bring total assets to approximately $2.4 billion, and which is expected to close in Q1 of 2026. The bank is in strong financial condition, with its recent financial performance driven by growth in NIM, loans, and deposits. For the Period ending 9/30/25, QNB had a NIM of 2.93, ROA of 0.91, ROE of 13.35, efficiency ratio of 62.89, noncurrent loans to loans of 0.72, and core capital of 9.75. The bank has an approximately $1.2 billion loan portfolio, $1 billion of which is secured by commercial real estate and 1-4 family real estate, and strong core funding and cost of funds to support its lending activities.

QNB offers a full suite of business and consumer banking products and services, delivered through 12 retail locations as well as online and mobile solutions. Additionally, the bank offers Investment solutions through QNB Financial Services, an LPL affiliate, with the aim of supporting the total financial relationship of its customers. Beyond financial performance and the products and services that it offers, at the core of QNB’s success is its 200+ employees, many of whom have enjoyed long careers with the bank, and team-oriented corporate culture. With stability and longevity as hallmarks of the bank’s culture, it has had only 7 Presidents since its founding in 1877.

We are seeking exceptional banking talent for this unique, public bank leadership opportunity. For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Moriah Callahan, Partner & Director of Recruiting (mcallahan@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).

Our fully remote specialty P&C MGA client is seeking a mid-level Actuary to serve as its first in-house actuarial hire, supporting nationwide programs across property, general liability, product liability, excess, workers’ comp, auto, crop, and emerging agricultural risks.

This high-impact role will work alongside underwriting and focus on modernizing stale rating plans, improving rate adequacy, refreshing territory and increased limit factors, developing pricing for new state launches, and building rate structures for new products and industries.

The ideal candidate has 3-7 years of actuarial experience working for an MGA, carrier, program administrator, or fronting carrier, is comfortable working autonomously, and can translate actuarial analysis into practical underwriting and executive strategy. ACAS progress preferred but not required, business-minded, hands-on actuarial talent with strong pricing experience will thrive.

Position is fully remote, must be comfortable working with members in various time zones. LTI included!

Contact Walker Robinson or Stacy St. Onge to learn more.

Our established life insurance and retirement association client in Greater Hartford, CT, is seeking a strategic, data-driven Chief Information Officer to lead a 40-person IT division spanning software development, data, infrastructure, security, and operations.

Key priorities include advancing data strategy and governance, modernizing benchmarking and research automation, enhancing learner data insights, supporting an ambitious Salesforce roadmap, optimizing data tools, and strengthening Microsoft-based infrastructure. The organization operates a cloud-first model, builds much of its software in-house, and manages a 250-application portfolio. The CIO will also support tax reporting implementation, Windows and SQL upgrades, collaboration platform transitions, and emerging AI use cases that drive measurable business outcomes.

This leader must operate comfortably at both strategic and hands-on levels, engaging the Board while partnering closely with marketing, finance, HR, research, membership, and product teams. Strong experience in life insurance, retirement, or workplace benefits is required, along with deep Microsoft ecosystem knowledge, financial acumen for budgeting and capital planning, and the ability to lead leaders while mentoring technical talent.

This is a hands-on, collaborative opportunity for a CTO ready to step into a CIO role or a senior technology executive seeking a step up. The position is partially in-office in Greater Hartford, CT (commutable distance required). Relocation assistance and LTI offered.

Contact Harrison Hines or Stacy St. Onge to learn more.

S&W is proud to partner with Tyndall Federal Credit Union (TFCU) to manage the search for the credit union’s SVP, Chief Financial Officer (CFO). Headquartered in Panama City, FL, TFCU is a $1.9B, not-for-profit credit union serving more than 113,000 members across the Florida Panhandle and Southern Alabama. Under the leadership of President & CEO John Parillo, the credit union is focused on long-term sustainability, digital innovation, and delivering exceptional value to its members through operational excellence.

Reporting directly to the President & CEO, the Chief Financial Officer serves as the organization’s financial steward and plays a pivotal role in shaping and executing the financial strategies essential to advancing Tyndall’s mission of making a meaningful difference in the lives of its members. As a key member of the Executive Leadership Team, the CFO oversees all financial operations of the credit union, ensuring strong financial performance, regulatory compliance, and a disciplined, forward-looking financial strategy. The CFO works closely with the President & CEO to guide long-term financial planning, support sustainable growth, and preserve Tyndall’s financial strength and value-driven operating model.

This high-impact role requires a strategic and analytically rigorous leader who can effectively balance growth, risk management, and operational efficiency while supporting Tyndall’s digital-first vision and ongoing commitment to exceptional member value. Strong expertise in financial planning and analysis, asset-liability management, regulatory reporting, and organizational performance optimization is strongly preferred, along with experience in the banking or credit union industry. This opportunity is well suited for a visionary, mission-driven financial leader who thrives in a collaborative executive environment.

For a confidential conversation, please contact Moriah Callahan, Partner & Director of Recruiting, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.

Our fast-growing Habitational Property MGA client, launched in 2023, is seeking a hands-on, tech-forward CEO to lead a 15-person team and assume management of a $20M GWP book of business. This role requires deep product expertise in habitational or real estate-focused commercial property insurance nationwide, established carrier relationships, budget oversight experience, and a strong affinity for advancing underwriting through automation, data, and technology.

Executive presence is essential, as this leader will report to the board and drive transparency across financial and operational performance. A proven track record of building and scaling books of business to $50M+ GWP is critical. The CEO will work directly alongside underwriting, technology, and operations to scale and diversify the platform, making this an ideal opportunity for a 15+ year hands on senior leader who has risen through underwriting and operations within an MGA, insurtech, or program environment and is ready for their first CEO role.

Fully remote position with equity participation. Contact Stacy St. Onge or Colin Morgan to learn more.

Our client has partnered with Smith and Wilkinson as they are looking to expand their team and add an Asset Based Lending and Factoring Business Development Officer. The firm has a strong track record of providing solutions to lower middle market companies across the country with tailored ways to access the capital they need to grow their business. We are currently seeking candidates within the Northeast and Midwest markets. Please contact Stephen Peary for a confidential discussion about the role.

Smith and Wilkinson is currently working with our client, a leading boutique wholesale bank who is seeking to add a Manager Director to their Energy Banking team. The role will focus on developing new client relationships both through direct calling efforts and working with partner banks to source business in the middle market space nationwide. This is an excellent opportunity for an entrepreneurial commercial banker who is seeking a well-capitalized platform committed to the energy space to serve their client base. Please contact Stephen Peary for a confidential discussion around the role.

S&W has been retained by Martha’s Vineyard Bank to manage the search for the Bank’s next Managing Director of Investment Services. Leading the Bank’s boutique and solutions based wealth management division, the Managing Director will oversee a talented team of advisors and continue the bank’s mission to provide best in class service at an exceptionally well-run, forward-thinking community financial institution.

Headquartered in Edgartown, Massachusetts, Martha's Vineyard Bank is an approximately $1.3B, 117-year-old mutually chartered community bank. The Bank operates ten branches and a trust and investment office on the island of Martha’s Vineyard and Falmouth, providing customers with bank deposit, residential and commercial lending programs as well as trust and investment services. The Bank also operates a Charitable Foundation and is committed to providing numerous community partners with direct charitable grants, sponsorships, and scholarships. Martha's Vineyard Bank’s commitment to its customers and community – specifically with a convenient physical and digital presence, competitively priced product offerings, and commitment to customer service - has led the Bank to be recognized by the American Bankers Association as a "Best Bank to Work For" and by their community and customers as the "Best Bank on the Vineyard" for more than 20 years.

As Martha's Vineyard Bank looks to the future, they seek to simplify the complexities of Wealth Management using personalized financial planning. Placing their clients at the center of the process, Martha's Vineyard Bank Investment Services manages $477MM through advisory, trust, and brokerage services. The firm's advisory arm, Martha's Vineyard Investment Advisors, was recognized by Newsweek as one of the Nation’s top financial advisory firms of 2025. We are seeking a talented and client centric Wealth Executive for this unique leadership role.

For a confidential conversation, please contact a member of our search team: Julia Crouter, Consultant, Financial Services (jcrouter@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

 

Smith & Wilkinson has been retained by HRCU to manage the search and selection process for the Credit Union’s next Mortgage Loan Officer.

Founded in 1962, HRCU is a state-chartered, federally insured credit union with approximately $470 million in assets and headquarters in Rochester, New Hampshire. Originally established to serve the French-Canadian members of the Holy Rosary Parish, HRCU has evolved into a mission-driven community credit union serving approximately 25,000 members across New Hampshire and York County, Maine. Operating five retail locations, including its newest branch in Greenland, New Hampshire, HRCU offers a full suite of consumer and small business products through branch, online, and mobile channels and is well positioned for continued growth while remaining committed to its founding principle of “Neighbors helping Neighbors.”

The Mortgage Loan Officer (“MLO”) will be responsible for originating and managing residential mortgage loans while delivering a high quality, member focused lending experience. The MLO will guide members through the mortgage process, manage an active loan pipeline, collaborate closely with internal lending and operations teams, and represent HRCU within the local community. This individual will combine strong mortgage lending expertise with a consultative, service-oriented approach aligned with HRCU’s mission and values.

We are seeking a motivated and member focused mortgage professional with a strong understanding of residential lending and a commitment to service excellence. Contact William Wegener or Cameron Boyd to learn more!

Our high-growth program administrator & MGA client is seeking an experienced Chief Reinsurance Officer to lead the design, placement, and ongoing management of program-specific reinsurance structures across a diversified specialty portfolio.

The ideal candidate will bring deep experience in MGA/MGU reinsurance strategy, with strong, established relationships across the domestic and global reinsurance market. This role is best suited for someone who has significant experience placing reinsurance for individual programs—not traditional carrier treaty placements—and that understands unique structures within the program business model.

This executive will have a proven track record of securing capacity for MGA and program business across commercial, personal, and specialty lines, and the credibility to advance programs through reinsurer panels. Experience at a leading reinsurance brokerage or within an MGA, carrier, or hybrid platform supporting program business is highly valued. The role partners closely with underwriting, legal, and finance teams and represents the company at key industry events.

Contact Colin Morgan to learn more!

Our global MGA client is growing in the US and now hiring an experienced Broker Distribution Head to drive their retail and wholesale distribution strategy for their US based program partners. 

This role will partner with existing programs offering niche solutions across farm/ag, professional liability, construction, transportation, and beyond to access more retailers and wholesalers throughout the country, driving increased revenue, identifying cross selling opportunities, negotiating new broker/ agent partnerships, and breaking into new markets.  

This role will also work with leadership to identify emerging product trends as well as market revisions to maximize profitability.

You must have at least 10 years of commercial property & casualty sales experience, working in a carrier or MGA partnerships role, broking or agency development capacity to be considered as well as a significant rolodex amongst retailers and wholesalers.

Position is fully remote and comes with great growth opportunity as the company continues to build around the US.  You are expected to travel throughout the year to industry events and to broker houses to grow/ maintain relationships.  

Contact Walker Robinson to learn more.

S&W has been retained by Maine State Credit Union (MSCU) to lead the search for the credit union's first Treasurer. Headquartered in Augusta, MSCU is a nearly $1B, community-chartered credit union serving more than 40,000 members. MSCU is committed to improving the financial lives of all Mainers, from the mountains to the coast. Since 1935, they have proudly built a tradition of personal service, paired with online banking technology to meet members and their businesses wherever they are.

Reporting to the Chief Financial Officer, the newly created Treasurer role will play a critical role in managing the credit union’s balance sheet, liquidity, and interest rate risk. This role is to support MSCU’s continued growth and increasing balance sheet complexity. The Treasurer will partner closely with the CFO to execute treasury strategy, support ALCO and Trustee Committee activities, and help ensure the organization’s ongoing financial strength, profitability, and regulatory compliance. The Treasurer will be a hands-on contributor, owning day-to-day treasury responsibilities including liquidity management, investment portfolio oversight, funding strategies, and interest rate risk analysis. This role will contribute directly to financial modeling, profitability analysis, and Board-level reporting, working closely with senior leadership and governance committees.

As a key member of the finance team, the Treasurer will collaborate across Finance, Lending, Risk, and Operations to align balance sheet strategy with organizational goals. This role offers meaningful exposure, influence, and the opportunity to grow with the organization. We are seeking a treasury or finance professional with experience in a credit union, community bank, or other regulated financial institution, who brings strong analytical skills, sound judgment, and a desire to take the next step in their career within a dynamic, growing organization.

Contact Darcy Flaherty to learn more about this high-impact opportunity with Maine State Credit Union.

 

 

 

Smith & Wilkinson has been retained by East Cambridge Savings Bank (“ECSB,” www.ecsb.com) to manage the search for the Bank’s next SVP, Chief Financial Officer. Headquartered in Cambridge, Massachusetts, ECSB is a mutually chartered community bank with $1.6 billion in assets and 11 branches serving the Greater Boston area. With 169 years of history and a reputation for exceptional financial strength, stability, and community commitment, the Bank continues to invest in its people, culture, and organizational infrastructure to support long-term growth.

The SVP, Chief Financial Officer, will serve as a strategic financial partner to the Bank’s CEO and executive leadership team, playing a central role in guiding ECSB through its next phase of growth. The CFO will oversee all core finance functions, including financial reporting, accounting, budgeting, forecasting, asset liability management, liquidity planning, and investment portfolio management. In addition, the CFO will play a key role in evaluating and supporting growth initiatives, including funding strategies, balance sheet optimization, and organic and inorganic expansion. This individual will be expected to bring a forward thinking strategic mindset and the judgment to balance the Bank’s growth goals with financial discipline and regulatory expectations.

This is a highly visible leadership position requiring proven board and regulatory credibility, as well as the ability to align financial decision making with the Bank’s long-term strategic objectives, while preserving ECSB’s culture and mutual mission.

For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.

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

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

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

Our 60-year-old Health and Human Services MGA client is expanding their E&S Casualty team and seeking a Senior E&S Casualty Underwriter to grow and manage their Health and Human Services book. This role focuses on engaging with wholesale brokers in the NYC area, bringing in new business, managing renewals, and driving growth, with a clear path to management.

The ideal candidate will have 10+ years of E&S casualty underwriting experience, preferably with human services, allied health, or non-profit classes of business, a proven track record of managing $5M+ GWP books, and experience building strong relationships with wholesale brokers to source new business.

This position is partially remote in NYC, with required face-to-face visits with brokers. Competitive base salary and uncapped bonuses offered!

For more information, contact Colin Morgan.

We are seeking a Senior Azure Security Engineer to join an established software consulting firm with long-term contracts supporting multiple Property & Casualty and reinsurance carriers, as the firm helps these clients modernize and secure their cloud environments.

This is a fully remote role (working East Coast hours) offered as a minimum one-year contract with multi-year renewals, plus performance-based bonuses. The role is highly hands-on and senior, responsible for designing and implementing Azure security architecture from a clean slate, securing identities, networks, workloads, and data, configuring firewall rules and service principals, managing intrusion detection and monitoring, and ensuring compliance in regulated insurance environments.

The ideal candidate brings 15+ years of overall experience, 10+ years in Azure (AWS-to-Azure transition acceptable), and deep cloud security expertise, including an active SC-100 certification; AZ-500 and SC-200 are strong pluses. Experience with Microsoft’s security stack (Defender for Cloud, Sentinel, Intune, Purview), ISO 27001 and SOC 2 controls, and partnering with legal and compliance teams is essential, with the opportunity to grow into leading additional security resources over time.

Contact Harrison Hines or Stacy St. Onge to learn more!

Headquartered in Fairfax, Virginia, Apple was founded in 1956 and has grown to become a $5.3B financial institution with twenty-one retail branches across Northern Virginia. At Apple, earning member trust is the number one priority by providing prompt and caring service, delivering competitive financial services, making products and services easy to understand and use, and positively impacting the communities it serves.

Under general supervision, the VP of Internal Audit is responsible for supervising and coordinating internal audits designed to protect the assets of Apple Federal Credit Union. The Internal Audit Department measures and evaluates the effectiveness of organizational controls and verifies operations are in compliance with federal regulations as well as credit union policies and procedures. The VP of Internal Audit oversees the Compliance and Internal Auditors, who are responsible for verifying operations are in compliance with federal regulations as well as credit union policies and procedures.

Greenfield Savings Bank is a $1.4B mutual bank operating eight (soon to be nine) retail branches in Western Massachusetts. The Bank was established over 150 years ago and has become the dominant financial institution and the number one lender in Franklin County, Massachusetts. GSB is proud of their commitment to the communities they serve. Their philosophy of “building strong communities, one account at a time” is served by the Bank’s significant financial giving and volunteer program. Furthermore, the Bank operates under a mutual holding company, and the mutual philosophy of putting customers, community, and employees first is still at the core of how it conducts business.

The SVP, Chief Financial Officer & Treasurer will manage the institution’s capital, liquidity portfolio, borrowings, investment analyses and other financial affairs. This position reports directly to the CEO & President and is an active member of the Senior Management team.

Smith and Wilkinson is currently working with a leading nationwide commercial finance organization looking to add Business Development Officers (“BDO’s) to their Asset Based Lending team as part of their strategic growth plans. The BDO will be responsible for sourcing new relationships in the market as well as cultivating and maintaining existing relationships with customers in area. This is an excellent opportunity for a credit-minded sales professional looking to further build their career and serve their customers with a wide range of capital solutions to meet their individual needs. The organization has a multi-decade track record of being a competitive player in the commercial finance space and is continuing to build upon their past success. Please contact Stephen Peary for a confidential discussion about the opportunity.

Our rapidly growing MGA client, transitioning into a multi-program incubator, is seeking a Chief of Staff / Right-Hand to the CEO to act as the COO of the CEO’s office. This hands-on role partners closely with the CEO to execute and triage priorities, coordinate schedules, and oversee key initiatives, including leveraging the company as a vehicle for program due diligence and supporting new MGA acquisitions.

Other responsibilities include running and building the Chapel Hill, NC office, working with finance and legal to onboard new programs, leading the adoption of technology and AI, and operating as a practical lieutenant of everything, enabling the CEO to focus on strategy. This is a high-visibility opportunity for an experienced operations lead seeking to partner with the CEO to shape the company’s growth and further innovation.

Candidates must have at least 10 years of experience in an operations or project management function within a property & casualty programs division or MGA environment, be entrepreneurial, highly organized, and unafraid to “manage up.”

This role is based in Chapel Hill, NC to work alongside the CEO; relocation assistance is available. Contact Harrison Hines to learn more.

Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle,” “AEFCU”) to manage the search for the organization’s first SVP, General Counsel. With $2.6B in assets, 375 team members, and 168,000 members as of December 2025, American Eagle is the largest community credit union in Connecticut and among the largest in New England. As American Eagle continues its cultural, strategic, and operational transformation, the organization is seeking a senior legal leader to provide deep legal expertise, lead risk-related matters, and contribute to overall organizational success. The SVP, General Counsel will report to the Chief Strategy and Revenue Officer, lead a nine-person team spanning enterprise risk management and compliance, and partner closely with business leaders across the organization. The role is responsible for identifying, assessing, and managing enterprise-wide risk, leading corporate legal initiatives, and helping shape and administer the credit union’s regulatory and compliance programs.

The ideal candidate is a seasoned legal executive (JD required) with financial services experience and deep expertise in regulatory compliance and enterprise risk management, capable of building credibility with executives, the Board, regulators, and external counsel. They will be a proven people leader and change agent who can anticipate organizational risks at the strategic level, balancing innovation and advancement with an appropriate, well-informed, and data-driven risk posture.

Contact Moriah Callahan, Partner & Director of Recruiting, Financial Services, or Carll Wilkinson, President & CEO, to learn more about this opportunity to help shape the future of American Eagle as its first SVP, General Counsel.

Smith & Wilkinson is proud to partner with $250MM Maine Family Federal Credit Union (Maine Family FCU) to lead the search for a Vice President of Lending.

Following the planned retirement of a long-tenured leader, this key executive role will oversee all areas of lending, including real estate, consumer, and collections, and will play a critical role in driving loan growth, ensuring compliance, and advancing the credit union’s mission to serve its members and community.

For over 85 years, Maine Family FCU has been rooted in the heart of Androscoggin County, where community isn’t just a word: it’s a commitment The credit union proudly serves more than 22,000 members, providing affordable financial products and personalized service. Guided by the credit union philosophy of “people helping people,” Maine Family FCU continues to make a meaningful impact in the lives of its members and the communities it serves.

Reporting to the Executive Vice President, the Vice President of Lending will lead a team across real estate lending, consumer lending, and collections. This leader will shape lending strategy, manage performance, develop staff, and ensure the sound administration of lending policies and compliance practices. The VP will also play a visible role in the community, representing the credit union with integrity and professionalism.

This is an exciting opportunity for an experienced, member-focused lending executive to join a stable and growing credit union that values transparency, accountability, and collaboration.

For a confidential conversation or additional information, please contact Darcy Flaherty

Bristol County Savings Bank has selected S&W to lead the search and selection process for its first Director of Information Technology. Founded in 1846 and headquartered in Taunton, Massachusetts, BCSB is a 159-year-old, mutual community bank that embodies the best of what a community bank can be. For generations the bank has served consumer and business customers throughout southeastern Massachusetts and Rhode Island and beyond, having been a source of financial stability for customers and the communities it serves through good times and bad.

Reporting to the EVP/CIO, this critical leadership role will oversee the bank’s IT operations, infrastructure, network security, telecommunications, and business continuity planning while managing a team of six IT professionals. The ideal candidate will have 10+ years of network management experience in a multi-site environment, including at least 5 years of managing technical staff. A strong background in VMware, Active Directory, Office 365, and firewall/network security is essential, with experience in financial services or other highly regulated industries preferred. Familiarity with Fiserv DNA or COCC Insight is a plus. This is an exciting opportunity to shape the technology strategy of a strong, community-focused institution.

If you are interested in learning more or know someone who might be a good fit, please reach out to Julia Crouter or anyone on our financial services team.

Under the general supervision of the Head of the Division (SVP, Trust), this position performs a variety of duties relative to the business development of the Greenfield Savings Bank Wealth Advisory business in the assigned region. Markets investment, trust and other fiduciary services to prospective individual, business and not-for-profit clients. Develops relationships with sources of new business referrals, including bank personnel, attorneys, accountants and other professional advisors. This position does not independently function as a policy maker within the Bank.

The selected individual will perform a variety of duties relative to developing new business and promoting the investment and fiduciary services of the business within the context of the Bank’s overall business development plan.

Smith & Wilkinson has been retained by East Cambridge Savings Bank (“ECSB,” www.ecsb.com) to manage the search for the bank’s next Vice President, Senior Human Resources Manager. Headquartered in Cambridge, Massachusetts, ECSB is a mutually chartered community bank with $1.6 billion in assets and 11 branches serving the Greater Boston area. With 169 years of history and a reputation for exceptional financial strength, stability, and community commitment, the Bank continues to invest in its people, culture, and organizational infrastructure to support long-term growth.

 

The VP, Senior Human Resources Manager will oversee the full range of HR functions, including employee relations, talent management and succession planning, recruitment, compensation and benefits administration, payroll operations, learning and development, and Affirmative Action/DEI compliance. As a strategic advisor to senior management, this leader will help shape the Bank’s human capital strategy while ensuring compliance, strong employee engagement, and operational excellence across the HR function. This opportunity is ideally suited for an experienced HR professional with at least seven years of progressive leadership experience and strong interpersonal, analytical, and communication skills.

 

For more information, please contact Jake Strong, Associate (jstrong@smithandwilkinson.com)

Smith & Wilkinson has been retained by Artisans' Bank to identify the organization’s next Chief Operating Officer (COO). Reporting to the President & CEO, this key executive will lead all aspects of bank operations, including deposit, loan, and systems operations; information technology and cybersecurity; facilities and vendor management; and marketing and community relations. The COO will drive operational excellence, strengthen customer experience, and partner with senior leadership to advance the Bank’s strategic, digital, and organizational goals.

The ideal candidate will bring broad community banking operations experience, strong technology and core systems fluency, proven leadership of cross-functional teams, and the ability to both think strategically and operate hands-on in a relationship-driven environment.

Founded in 1861, Artisans’ is Delaware’s only mutual bank, a $716MM institution deeply rooted in the communities it serves. With 12 branches and 2 community-based lending hubs in Kent and Sussex Counties, strong capital, and a long history of stability, Artisans’ combines the personal service of a community bank with the discipline and mission of a depositor-owned institution. Decisions are made locally and collaboratively, and employees at all levels are closely connected to the customers and neighborhoods the Bank serves. The COO will play a critical role in guiding Artisans’ continued evolution, modernization, and long-term success.

 

Contact Darcy Flaherty or Cameron Boyd to learn more.

S&W has been retained by Norway Savings Bank to manage the search and selection process for the Bank's next VP, Human Resources Manager.

Established in 1866, Norway Savings Bank (“NSB”) is a well-respected, $2 billion, state-chartered mutual bank with deep roots in the communities it serves. With over 300 full-time employees and 25 branch locations throughout Maine and New Hampshire, NSB is the 8th largest bank headquartered in Maine. The Bank maintains a robust financial position with over 13% Tier 1 capital and a $1.4 billion loan portfolio. NSB delivers a comprehensive suite of consumer and business banking services, including deposit and lending solutions, and offers investment management and trust services through its Asset Management Group. With modern digital banking tools, NSB combines the convenience of anytime, anywhere banking with the local decision making and personalized services which define a true community bank.

The Vice President, Human Resources, serves as a hands-on leader responsible for managing and developing the HR team while overseeing all core HR functions, including talent acquisition, onboarding, employee relations, payroll, benefits, compensation, compliance, and UKG system administration. This role provides strategic and operational guidance to managers across the organization, leading investigations, performance management processes, and complex employee matters with professionalism and sound judgment. As the bank’s HR subject matter expert, the VP, Human Resources ensures adherence to employment laws, strengthens HR practices, and proactively mitigates risk. This leader fosters strong relationships, advances employee engagement, and helps shape the future structure of the HR function while supporting a mission-driven, high-achievement culture focused on service, community, and employee development.

SVP, Casualty Underwriting

Our captive and delegated authority/MGA client is seeking an SVP of Underwriting to lead and oversee risk profiling, compliance, underwriting, sales, and define the overall future program growth. This strategic executive role combines high-level underwriting leadership with business development responsibilities, including evaluating new program opportunities, building carrier partnerships, and setting performance goals.

The ideal candidate has 10+ years of experience in commercial casualty or specialty underwriting leadership, with a proven track record of mentoring managers, setting underwriting strategy and risk appetite, and influencing cross-functional teams while driving expansion of captive and/or program business. This role offers a clear succession path for future executive leadership and requires relocation to headquarters in the greater Des Moines, IA area.

Please contact Colin Morgan to learn more!

Our fast growing, private-equity backed insurance program administrator client, is seeking an experienced and pragmatic Senior Corporate Counsel to focus on risk evaluation, negotiation strategy, internal counsel, and governance oversight, ensuring that legal risk is managed while enabling entrepreneurial execution across all business units. 

This role will manage the legal function and support team, while supporting a wide range of operational needs including corporate contracts, licensing, claims, compliance, and HR-related legal matters. This Corporate Counsel will guide the departments evolution in response to growing scale, regulatory complexity, and increasing M&A activity. 

The ideal candidate will bring 15+ years of legal experience, ideally with an MGA, carrier, reinsurer, or program administrator. Prior experience with a large national or global law firm is a plus. A JD is required. 

This role is fully remote and will provide the right candidate with additional growth opportunities and expanding leadership exposure. To learn more about this opportunity, please reach out directly to Harrison Hines. 

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Commercial Lines Excess & Surplus Underwriter in the Southeast to grow a diverse book of both commercial E&S business.

If you have at least 3 years of excess & surplus underwriting experience in the Commercial space (transportation experience is a major plus), strong relationships with retail agencies and carriers across the Southeast, and a proven ability to drive business -not just take orders - then contact Colin Morgan to learn more!

This role involves approximately 25% travel for agency and carrier meetings, as well as industry conferences, and is open to candidates based in Southeastern states (FL, GA, TN, AL, NC, SC). A P&C and Surplus Lines license in your home state is strongly preferred. This opportunity comes with a competitive base salary and a lucrative, performance-based bonus tied to production and profitability.

Our growing boutique reinsurance broker is in need of a Head of Client Services to takeover the management of an existing client services team that is supporting a mix of producing brokers across MGA, carrier, and ILS business.  

This role requires 15 years minimum working in a client solutions driven role within a traditional reinsurance broker to help the company scale and implement new processes and technologies to better service their accounts and better support their brokers to attract and maintain business.

This is a fully remote role, comes with equity, and is ideal for someone who is entrepreneurial and enjoys a fast paced environment that embraces new ideas.

Contact Walker Robinson to learn more!

Smith & Wilkinson is proud to partner with Municipal Credit Union (MCU) to lead the search for a newly created Director of Strategic Insights.

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

Reporting to the Chief Strategy Officer, the Director of Strategic Insights will be responsible for leading a member-centric approach to data analytics and strategic growth. This leader will leverage data-driven insights to identify and recommend high-value growth segments, such as profitable members and priority prospects, across New York City. The Director will aggregate and synthesize data from diverse sources, translating complex findings into clear, actionable recommendations that deepen member intimacy and drive relevant, resonant strategies for both current and prospective members.

For a confidential conversation or additional information, please contact William Wegener or Cameron Boyd.

Our growing/ global boutique reinsurance broker client is building out their US team and establishing a Facultative division specific to casualty or property business.  If you have strong relationships/ clients in the US or LATAM facultative market and want to grow a new presence with a well backed broker with robust financial and analytical resources then please contact Stacy St. Onge to learn more.

These roles are fully remote anywhere in the US, require a strong rolodex, client management/ negotiation skills, and based on seniority, will manage a small team as they continue to scale. Roles come with a competitive package and strong incentives to hit revenue goals as well as equity.

 

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Personal Lines Excess & Surplus Underwriter to expand their E&S personal insurance business in Florida and the broader Southeast.

If you have deep experience in E&S personal lines underwriting - across products like HO2, DP1–3, umbrellas, high-net-worth, floaters, and collectibles - along with strong relationships with carriers and retail agencies, and have managed books of at least $1 Million in revenue, then contact Colin Morgan to learn more!

This role is ideally based in Florida due to the complexity of the market (particularly coastal risks) and requires the ability to operate independently, including hands-on management of bordereaux reporting.

The role involves some regional flexibility for Florida-based candidates and comes with a competitive salary and a lucrative bonus opportunity based on production and profitability.

Our client, a fast-growing, private equity-backed insurance program administrator focused on developing and scaling innovative MGAs, is seeking a hands-on and strategic Chief of Staff to drive operational excellence, talent strategy, and P&L performance across their MGA division.

This highly visible and entrepreneurial role reports directly to the Division Head and serves as a key advisor to executive leadership. The Chief of Staff will lead initiatives that enhance underwriting performance, streamline operations, and strengthen leadership capabilities across a 180-person division. You’ll design and execute organizational frameworks to support scale, guide cross-functional initiatives, and play a pivotal role in shaping the next phase of MGA growth.

If you have 12+ years of experience leading underwriting operations within MGAs, carriers (with MGA business), and/or program administrators with a proven record of driving performance across multi-program portfolios - managing large teams, owning P&Ls, and building scalable organizational structures - then contact Colin Morgan to learn more.

The position is fully remote and open to candidates nationwide. Compensation includes a competitive base salary, performance-based incentives, and the opportunity to make a lasting impact within one of the industry’s most innovative program platforms.

Our client, a rapidly expanding global insurance group with a leading position in the delegated authority market and their own brokerage division, is seeking an SVP-Level Producer for Delegated Authority business to drive new program origination and growth across specialty lines.

If you have deep experience in delegated authority business development - sourcing MGAs, program administrators, and underwriting agencies seeking capacity across lines such as Professional Liability, Property, Casualty, Marine, Environmental, and Parametric - and have established relationships within both U.S. and London markets, then contact Colin Morgan to learn more.

This highly entrepreneurial role offers significant autonomy and visibility. The ideal candidate will bring a proven track record of producing profitable delegated authority partnerships, structuring binders and facilities, and managing relationships that deliver sustained GWP growth. You’ll leverage your network across MGAs, brokers, and capacity providers to identify new opportunities and align market appetite with innovative program solutions.

The role is fully remote and open to candidates nationwide, with a preference for those based in the East or Central U.S. regions. Compensation includes a competitive base salary with significant upside on performance-based incentives, and the opportunity to play a key role in shaping the growth of a top-tier delegated authority platform.

 

Our MGA client is seeking a Chief Compliance Officer to lead all licensing and regulatory compliance functions across 50 states for a diverse mix of Property & Casualty programs.

This leader will oversee end-to-end compliance operations, including producer licensing, carrier and TPA oversight, regulatory filings, audits, and policy adherence. Candidates must have at least 15 years of experience and a proven track record building and managing compliance functions for MGAs. Deep understanding of state DOI regulations, multi-state filings, and licensing requirements is essential.

An outstanding opportunity for an experienced compliance executive to own the function, build scalable infrastructure, and play a pivotal role in a fast-growing MGA platform.

Contact Harrison Hines to learn more!

Our growing full-stack MGA specializing in E&S property and habitational real estate is seeking E&S Property Production Underwriters to handle high-volume submissions, grow their own book, and build strong broker relationships. Accounts typically range from $100K–$135K premium, and the role is fully remote with nationwide reach.

Candidates should have an MGA background, understand E&S property and habitational risks, and thrive in a fast-paced environment. CAT expertise is not required at this time, though there may be future opportunities as the company expands into additional perils.

Contact Walker Robinson to learn more!

Our High Net Worth/ Personal Lines Carrier client is growing their group excess program and in need of an Underwriting Manager to reassess their guidelines and appetite, reprioritize their broker/ agent relationships, and manage the overall day to day production and renewal of this $30mill GWP book to help them increase revenue and territories.

 

This will not manage a team day one but will rather partner with the leaders of the book to revamp how they're doing business today. If you enjoy influencing internal and external partnerships, want to contribute not just to production but to overall underwriting go-to-market strategies, and can be in the office 3-4 days a week, then contact Colin Morgan to learn more.

 

This role can be based out of their offices in South Florida, Chicago, or NYC and will grow a team once the new underwriting strategy is in place.

High Net Worth Product Manager

Our High Net Worth/ Personal Lines Carrier client is growing their homeowners, yacht, aviation, collections, auto, and excess markets throughout the U.S. and in need of a strong product manager to conduct regular competition analysis, ensure policies are in compliance, support pricing, and most importantly, advocate for sales and underwriting to ensure new business and renewals are on track for growth.

You must have at least 10 years of experience in the high net worth personal lines space, be hands on pulling reports to present to actuarial, underwriting, claims, and senior leaders, strong expertise in various states' regulatory and compliance requirements, and a desire to be influential in order to grow books of business.

This role can be partially remote (in office 3x a week) in any of their offices in South Florida, Chicago, or NYC. Contact Harrison Hines to learn more!

Our fast growing MGA is diversifying their portfolio and looking for program underwriting leaders and seasoned production underwriters to build or join programs across professional liability, commercial auto/ trucking, E&S property, and more.

Through M&A,  this client has capacity and resources day one for program leaders to be hired quickly and up and writing business within a couple of months of hire.  If you've wanted to start your own program with more peace of mind and a shorter launch time, this is a great opportunity to pursue.

Strong underwriters who want to support existing and competitive new programs are also a need.  Positions are fully remote!  Contact Stacy St. Onge to learn more.

Our MGA client is diversifying their portfolio and looking for a professional liability program to start writing business.  If you are a seasoned underwriting leader looking to build a team and manage a new book of business based on your underwriting expertise, broker relationships, and industry knowledge, then contact Stacy St. Onge to learn more.

Company provides capacity, technology, and capital to set you up for success.  Fully remote!

Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle,” “AEFCU”) to manage the search for the organization’s next Chief People and Culture Officer (CPCO). With $2.6B in assets, 375 team members, and 168,000 members as of August 2025, American Eagle is the largest community credit union in Connecticut and among the largest in New England. Its mission - to enrich the lives of their communities to create a world where financial freedom is a reality - guides the organization and will be at the center of this critical role.

Reporting directly to the President & CEO, the CPCO will be a key member of the Executive Leadership Team and lead teams across People and Culture Enablement, Inclusion and Diversity, Total Rewards, Process Excellence and Data Analytics. The CPCO will champion an engaged, inclusive, and collaborative workplace that reflects and supports the communities AEFCU serves; build scalable systems, processes, and programs that translate AEFCU’s purpose-driven culture into business practice; and serve as a cultural leader, collaborator, and innovator to drive transformation alongside the Executive Leadership Team.

We’re seeking experienced HR and people leaders with deep expertise in data-driven decision-making, process excellence, and continuous improvement, and a track record of building inclusive, high-performing cultures aligned with mission and strategy.

Contact Moriah Maron, Partner & Director of Recruiting, Financial Services, or Carll Wilkinson, President & CEO, to learn more about this unique leadership role.

Our scaling fronting carrier client is adding to their Casualty/ Professional Liability Programs Team and looking for an VP-level program / portfolio casualty underwriter to help manage a dozen programs from a referral and cross functional standpoint to ensure the continued success of these books.

The ideal candidate will have a strong underwriting background in any mix of admitted and commercial General Liability, Auto and Excess casualty or professional liability business (MGA experience is a plus, but not mandatory), will interface with back-office departments and externally with brokers and program leaders running due diligence of underwriting guidelines, forms, market analysis, and more.

This position will join a team of proactive and detail-oriented underwriters around the U.S. and must report to their NYC office 1-2 days a week if local, or once a month if out of state. Please contact Stacy St. Onge to learn more!

Property & Casualty Wholesale Broking Branch Manager

A fast-growing wholesale platform is seeking a proven generalist P&C Wholesale Broker to oversee a team, establish best practices, and expand its General Binding and Small Commercial book as it's positioned to double.

A minimum of 15+ years in wholesale broking or general binding, multi-line P&C experience, and strong retail agent relationships are required. Ideal candidates have led both people and production, with comfort managing operations, deal flow, and agent relationships.

If you have a proven track record of driving growth and structure across small commercial GL, property, package, and specialty programs then contact Colin Morgan to learn more.

Position is fully remote West Coast or Central time zone preferred. Compensation will be competitive and align to EBITDA performance.

Our fast-growing MGA client is launching a new program dedicated to Professional Lines, Directors & Officers and in need of a senior underwriting leader to grow the book of business, build a team, and expand offerings.

Capacity, resources, and capital are in place to set the right underwriting expert up for success! Position is fully remote, comes with autonomy on what to write and how to distribute their offerings, as well as competitive incentives/ equity to hit certain GWP goals. No prior program experience is required, but you must have at least 10 years of building and managing large books of Professional Liability/ D&O/ Management Liability offerings to be considered.

Please contact Stacy St. Onge to learn more!

Our North American MGA client that holds the pen is launching in the U.S. and looking for seasoned production underwriters in any mix of Industries/ Products like Life Sciences, Technology, Professional Lines, Accountants & Engineers, Lawyers, Medical Equipment and more, writing a mix of Professional Liability, MPL, D&O, E&O, Cyber, etc.  to establish a book and team in a remote capacity.

They will provide the back office resources, technology, capacity, and distribution support to help reach very realistic GWP goals year one and beyond.  

This is a great opportunity for someone who is entrepreneurial but realistic about growing slowly (think $1mill GWP year one).  A minimum of 5 years of production underwriting is required. Equity will be granted!

Contact Stacy St. Onge to learn more.  

Founded in 1891, Union Bank is a Vermont state chartered commercial bank, and a wholly owned subsidiary of Union Bankshares, Inc., NASDAQ: UNB. Union Bank is a full-service community bank offering commercial, retail, and municipal banking services throughout northern Vermont and New Hampshire. As of June 30, 2025, total assets were $1.48B.

After an incredible career at Union Bank, longtime CEO David Silverman has announced his intent to retire in the first half of 2026. Consequently, Union Bank is seeking a new CEO to shepherd the organization through its continued evolution, meeting the needs and exceeding the expectations of customers, employees, and shareholders.

Reporting to the Board of Directors, the President & CEO is responsible for guiding and executing the strategic plan with a focus on visionary leadership, financial performance, innovation, and community impact.

Role: President – Tompkins Community Bank

Location: Ithaca, NY

S&W has been retained by Tompkins Financial (NYSE: TMP) to manage the search and selection process for the President of Tompkins Community Bank.

Tompkins Financial Corporation is a diversified financial services company headquartered in Ithaca, New York that traces its roots to 1836. Under its holding company, Tompkins operates as subsidiaries Tompkins Community Bank, Tompkins Insurance Agencies, and Tompkins Financial Advisors. The combination of robust solutions across traditional banking products and services, wealth management and advisory, and insurance allows Tompkins to be a trusted financial advisor to businesses and consumers in the communities it serves. The banking business, Tompkins Community Bank, unites the strengths of four legacy community banks across New York and Pennsylvania and has total assets of approximately $8.1 billion. Tompkins Community Bank operates as four distinct regions (with a total network of 53 retail branches and 65 ATMs), each with a Market President, allowing it to serve a large and diverse footprint while maintaining a commitment to local community banking and decision making. Tompkins is a strong performer that is committed to sustainable growth. For the period ending 12/31/24, the bank reported a net income of $70.9 million, total loans of $6 billion, and total deposits of $6.5 billion.

The President of Tompkins Community Bank will report to the President & CEO of Tompkins Financial Corporation, and as the leader of the banking business will serve as a key member of executive leadership, helping to continue the bank’s growth, innovation, and community impact. The role includes the oversight and leadership of four Market Presidents and key business line leaders. The primary responsibilities of this public company executive leadership role will include strategic, operational, and financial oversight of the Community Bank, leadership and development of a high-performance culture, and community and market engagement. We are seeking a dynamic and visionary executive to lead the mission-driven community banking business with its deep local ties and a reputation as a top performing regional financial institution. Successful candidates will possess 15+ years of progressive executive leadership roles in community/regional banking, strong expertise in commercial banking, credit and risk management, regulatory compliance, and financial operations, and a proven track record of driving a high-performance culture and market growth. For additional information, or to arrange a confidential conversation, please contact: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Carll Wilkinson, President & CEO (cwilkinson@smithandwilkinson.com).

Smith & Wilkinson is pleased to partner with Atlantic Community Bankers Bank (ACBB) on the search for their next Senior Vice President, Director of Operations.

ACBB is one of only twelve bankers’ banks in the U.S., providing correspondent banking, payments, and value-added services to community financial institutions. With 340 shareholder banks and a growing client base, ACBB is positioning itself as a long-term industry leader in an era of consolidation and restructuring.

Based in Camp Hill, PA (preferred) or Glastonbury, CT and reporting to the CIO, the SVP, Director of Operations will be a key member of the executive team, overseeing Payments Operations, Deposit Operations, and Client Care. This hands-on leader will guide a team with the primary goal of driving operational excellence, advancing automation and technology integration, and strengthening compliance, resiliency, and client experience.

The ideal candidate is a seasoned operations executive with deep expertise in payments and deposit systems, proven success leading transformation, and a passion for building high-performing, client-focused teams. This is a rare opportunity to make a strategic impact at a growing institution dedicated to helping community banks thrive.

For additional information, please reach out to Moriah Maron, Partner & Director of Recruiting, or Cameron Boyd, Managing Partner.

Our growing wholesale brokerage and MGA is adding to specific territories in Texas, Florida, and Pennsylvania and in need of strong production wholesale underwriters with retail relationships to offer.

If you have generalist property & casualty experience and relationships in any of these key states when it comes to retail agencies, then contact Walker Robinson to learn more. Roles are fully remote!