Investments & Wealth Management

Integrity. It’s at the core of every private wealth management relationship. Your clients value your insight, your discretion and your responsiveness. And they work with your team because you deliver a level of service they can’t find elsewhere.

It takes a special kind of financial talent to make your team. It takes a unique search firm to identify the select few, worthy of your consideration.

Wealth Management Firms, RIAs, Trust Companies, and Private Banks rely on Smith & Wilkinson to assist in their executive search efforts. With our network of top-performers, and insight into the market, you can be assured you’ll choose from the very best in the industry, not just the readily available.

Integrity. Insight. Experience. Smith & Wilkinson.

Let's Talk

VP, Special Assets – Berlin, NH Smith & Wilkinson has been retained by an $880MM state-chartered commercial bank in New Hampshire looking for a VP, Special Assets Officer. This person, reporting directly to the SVP, Chief... More
Moline, IL More
Commercial Banking Officer – Stamford, CT Smith & Wilkinson has been retained by First County Bank to manage the search for Commercial Banking Officers to join their growing team. First County Bank is one of the country’s oldest... More
Chief Financial Officer – Whitinsville, MA Smith & Wilkinson has been retained by UniBank to manage the search for the bank’s next Chief Financial Officer (CFO). Headquartered in Whitinsville, Massachusetts, UniBank is a $1.6B, mutually-... More
Business Development Sales Manager / FX Specialist – Amesbury, MA Smith & Wilkinson has been engaged on a search for a Business Development Sales Manager / FX Specialist. This role will act as the specialist in treasury management and foreign currency in order... More
HR Benefits Analyst – Syracuse, NY Smith & Wilkinson has been engaged by a long-running federal credit union that serves eight New York counties. Based in Syracuse, the HR Benefits Analyst will administer the day to day operations... More