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.

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VP Compensation & Benefits – Norwich, NY Smith & Wilkinson has been engaged on a search for a Director of Compensation and Benefits. The Director of Compensation & Benefits will be responsible for developing, implementing and... More
AVP, IT – Baltimore, MD Smith and Wilkinson has been engaged by a Baltimore based Credit Union to handle their search for the next AVP of IT. This role will manage day to day IT Operations, including Systems Administration... More
Mortgage Sales Manager – Cambridge, MA Smith and Wilkinson has been engaged by Greater Boston Based Credit Union to handle a search for their next Mortgage Sales Manager. This role will take over the management of a stable and profitble... More
Commercial RM – Herndon, VA Smith and Wilkinson has been engaged by a D.C. based Credit Union to handle the search for their next Commercial Lender. This addition to this small team will work directly with the Commerical... More
VP, Commercial Lending – Woodsville, NH More
SVP, Senior Operations Officer – Cambridge, MA Smith & Wilkinson has been retained by East Cambridge Savings Bank to manage the search for the bank’s Senior Vice President, Senior Operations Officer. Headquartered in Cambridge, Massachusetts... More