Bristol County Savings Bank has selected S&W to lead the search and selection process for its next 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.

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!

Smith and Wilkinson is currently partnering with a long-time client to help further build out their equipment financing platform. Ideally this individual will be an experienced originator with a background in working with middle-market organizations financing mid-to-large equipment transactions. Due to the unique structure of this organization, you will have access to both traditional bank financing solutions and pricing as well as the ability to offer non-bank solutions for clients who may fit outside of the traditional bank credit and risk box. We are currently seeking two individuals with an established network and track record of serving two distinct markets, the West Coast and the Northeast area. Please contact Stephen Peary for a confidential discussion about the role.

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.

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. 

Smith and Wilkinson is currently working with a premier commercial finance company looking to add a Business Development Officer to their team as a part of continued expansion. This is a 10-year-old, well established platform, focused on providing creative capital solutions to rapidly growing companies nationwide. The role will focus on developing and maintaining relationships with PE/VC firms and serving their portfolio companies as they scale the organization. Target facility size is in the $1MM to $25MM space with a focus on receivables and strong inventory. Please contact Stephen Peary for a confidential discussion around the role.

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.

Smith and Wilkinson is currently partnering with a nationwide top 10 mortgage lending and servicing organization, on a search for their next Data and Analytics Manager. This role will work hand in hand with the units within the Servicing Division on the aggregation, review and presentation of data to both internal and external stakeholders including rating agencies. Please contact Stephen Peary for a confidential discussion around the role.

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 $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

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.

Controller, fully remote!

Our newly established specialty lines MGA is seeking a Controller to oversee accounting, financial reporting, and control activities across their governing and operating entities.

This role will manage both trust and operating accounts, ensure regulatory compliance, prepare consolidated financial statements, and provide strategic financial guidance to the executive team. You must have at least 7 years of hands-on progressive accounting experience for a broker, insurer, or MGA and a track record of building efficient financial systems in a fast-paced, entrepreneurial environment. CPA is preferred but not required.

Position is fully remote and will get to build and manage a team as the MGA grows. Contact Stacy St. Onge to learn more!

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.

Smith & Wilkinson has been retained by Member Support Services, LLC (MSS) to identify the organization’s Chief Operations Officer (COO). MSS is an innovative shared-services organization created by credit unions to deliver the same scale advantages and operational capabilities typically available to large, multibillion-dollar financial institutions. Entering a period of significant growth - propelled by expanding partnerships and a proven model – MSS seeks an entrepreneurial, operations-focused leader with banking industry experience and a track record managing complex multi-client operations to lead MSS’s in-house and offshore functions.

The COO will play a pivotal leadership role in shaping the future of MSS and the experience of its clients and their members. This executive will oversee all operational aspects of MSS’s services, ensuring excellence in execution, scalability, and member experience. Reporting directly to the CEO, the COO will serve as a strategic partner to leadership, driving performance, operational efficiency, and sustainable growth across the organization.

Contact Moriah Callahan or Cameron Boyd to learn more about this unique leadership role.

We’re seeking a Senior Surety Underwriter to join a growing MGA, supporting the launch of a new surety practice in Canada and the U.S. This hands-on role focuses on day-to-day underwriting of construction and bid bonds, conducting financial analysis, and adhering to established guidelines while working alongside experienced sales and underwriting consultants.

The ideal candidate has 7+ years of construction surety underwriting experience for a carrier or MGA, a strong mix of new business and renewal account experience, and is excited to help build and scale a program.

This is a remote U.S.-based role with leadership growth potential and a direct impact on shaping a new surety practice.  Contact Walker Robinson to learn more!

We are working with a well-funded client who is looking to add an experienced Originator to their growing equipment leasing and financing team. The role will be responsible for sourcing middle market transactions, working directly with sponsors and company executives to help finance mission critical assets to grow and operate their businesses.

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.

 

General Counsel, Reinsurance Brokerage

Our reinsurance broker client is hiring a General Counsel to support various strategic initiatives, advise on corporate governance and risk, oversee the drafting of various vendor agreement and reinsurance/ transactional contracts, and work closely with compliance to ensure global operating markets are up to date with various regulatory changes.

This role will also set processes and procedures as the legal function continues to scale, advise on employment and new hire legal matters, investments, and provide litigation support if needed.

You must have at least 10 years of experience in a legal role specific to reinsurance, property & casualty and a solutions-oriented mindset. Former start up experience or hands-on work helping an organization or new division scale is a major plus.

Position is fully remote! Contact Harrison Hines to learn more.

Smith & Wilkinson is proud to partner with Bellwether Community Credit Union (BCCU) in managing the search for the Credit Union’s first SVP, Retail & Growth Officer.

Headquartered in Manchester, NH, BCCU is a $618 million institution and a highly respected, member-focused organization that has been serving communities across New Hampshire, as well as Essex and Middlesex counties in Massachusetts, for over 100 years. Bellwether blends the relationship-driven approach of a local credit union with the convenience of modern, easy-to-use digital tools. Dedicated to helping members grow and thrive, BCCU is a forward-thinking, community-minded institution that combines tradition, innovation, and a genuine commitment to the people it serves.

Reporting to the SVP, Chief Operating Officer, the SVP, Retail & Growth Officer will lead the Marketing, Retail, and Business Development teams to drive organizational growth, market presence, and member engagement. This executive will develop and implement innovative, data-driven marketing and sales strategies focused on lead generation, conversion, and measurable ROI. They will build a strong sales and service culture that drives deposit, loan, and membership growth while leveraging digital, community-based, and analytics-driven initiatives to expand market share, strengthen brand equity, and foster a culture of collaboration, accountability, and high performance. 

We are seeking a collaborative and strategic leader with proven success in driving growth, member engagement, and market presence. For additional information or to arrange a confidential conversation, please contact:

William Wegener, Senior Associate, Financial Services — wwegener@smithandwilkinson.com

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 MGA client is building out a carrier function to service and expand an existing book of workers’ compensation business and is seeking an SVP, Business Head to create the operating model and execute all in-house carrier functions needed to support growth.

The ideal candidate brings 15+ years of leadership experience across operations and underwriting, with deep workers’ compensation expertise (mono-line or otherwise) and proven carrier-side experience. This leader will establish and oversee reporting functions, AM Best presentations, claims, finance, billing, technology, audit, and underwriting, ensuring operational excellence and scalability.

This is an exceptional opportunity for a CUO or COO who wants to build and lead their own business unit and team, shaping the foundation of a new carrier platform within an established MGA.

Contact Stacy St. Onge to learn more!

 

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.

Chief Reinsurance Officer, remote!

Our high-growth program administrator & MGA client is seeking an experienced Chief Reinsurance Officer to lead the design, negotiation, and management of reinsurance strategies and relationships across a diverse portfolio of specialty insurance programs.

The ideal candidate will have 15+ years of experience in a reinsurance broking capacity (preferred), deep expertise in quota shares and pro-rata structures, and strong relationships with global reinsurers (London, U.S., Europe).

This executive role requires a proven track record securing capacity for MGA and program business in commercial, personal, and specialty lines. This role will partner closely with underwriting, legal, and finance teams to ensure aligned contracts and smooth operations while representing the company at industry events worldwide.

Please contact Stacy St. Onge 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, Deposit Operations 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.

Reporting to the Senior Vice President of Deposit Operations, the Deposit Operations Manager oversees and directs the daily activities of the Deposit Operations team, ensuring efficient processes and excellent service for both customers and internal partners. This leader plays a key role in developing and implementing policies and procedures across a wide range of deposit products and services, including digital and electronic banking, demand deposit and savings accounts, certificates of deposit, safe deposit boxes, ACH, wires, debit/ATM cards, IRAs, and account research.

Smith & Wilkinson has been retained by Hanscom Federal Credit Union to manage the search for the organization’s next VP, Auto Lending. Hanscom Federal Credit Union (HFCU) is a member-owned financial institution that has been serving its community since 1953 when it was founded on Hanscom Air Force Base. Headquartered in Littleton, Massachusetts, with 16 branches and more than 260 employees, the credit union has grown to nearly $1.9 billion in assets and supports over 90,000 members, making it one of the largest credit unions in the state. HFCU operates with a strong member-first philosophy, guided by core values of integrity, teamwork, innovation, and empathy. Its mission is to be a trusted advisor, providing unbiased financial guidance and promoting financial wellness through products, services, and education.

 

The VP, Auto Lending is responsible for developing and implementing an auto lending strategy that drives long-term growth, optimizes loan performance and strengthens member and dealer relationships. This role will be responsible for both direct and indirect auto lending at HFCU. The leader will build and execute a strategy to drive profitable loan growth through direct and indirect channels for HFCU.

 

For additional information, please reach out to Jake Strong, Associate, or Cameron Boyd, Managing Partner.

Smith & Wilkinson is thrilled to partner with Maspeth Federal Savings to manage the search and selection process for the bank’s next Marketing Manager.

 

Reporting directly to the Marketing Director, the Marketing Manager will be responsible for developing and executing comprehensive marketing strategies that drive brand awareness, customer acquisition, and community engagement. They will work in close partnership with the Marketing Director and external agency partners to manage budgets, develop and execute marketing campaigns, and launch new products and services. The Marketing Manager will also serve as a key marketing liaison to C-suite executives and department heads, ensuring marketing initiatives are aligned with overall business objectives.

 

Established in 1947, Maspeth Federal Savings has faithfully served the Queens community for nearly 80 years. Known for treating both employees and customers like family, MFS is an over $2B mutual bank dedicated to uplifting its community through trusted financial guidance and reinvestment. With six branch locations in Queens, one on Long Island, and a dedicated loan center, Maspeth combines exemplary customer service with robust digital and mobile banking capabilities to best serve its clients. Since its founding, MFS has contributed millions of dollars to community groups and charitable institutions that directly benefit Queens. Through significant investment in technology and the creation of a centralized Tech Center, the bank is well prepared to support future technological advancements, ensuring it continues to meet and exceed evolving customer expectations. Maspeth Federal Savings is a dynamic community bank committed to prudent fiscal management and a deep commitment to its neighborhood.

Due to a planned retirement, Florence Bank has retained Smith & Wilkinson to lead the search for its next Chief Commercial Banking Officer. Founded over 150 years ago and headquartered in Northampton, Massachusetts, $2B Florence Bank is a well-capitalized mutual bank with a long history of profitability and a deep commitment to serving the Pioneer Valley. The bank is in the midst of an exciting multi-year strategic transformation, rebalancing its portfolio to drive sustainable growth and strengthen its impact on the local business community.

Reporting directly to the President & CEO and serving as a member of the Executive Committee, this critical leadership role will oversee all commercial lending, commercial deposit, and cash management activities. The Chief Commercial Banking Officer will lead a seasoned team of commercial lenders and support staff, with responsibility for portfolio growth, credit quality, and client relationship management.

The ideal candidate will be a proven leader with experience driving transformation, building high-performing commercial teams, and delivering results in the middle-market. This individual will need the ability to move quickly, make sound decisions, and build deep client relationships. This is a rare opportunity to join Florence Bank at the beginning of a pivotal transition toward a greater emphasis on commercial lending, with the resources, leadership support, and strategic vision to create meaningful impact.

For additional information or to arrange a confidential conversation, please contact: Darcy Flaherty, Consultant or Cameron Boyd, Managing Partner.

S&W is proud to partner with Cape & Coast Bank in identifying their next Chief Financial Officer. Cape & Coast Bank has undergone significant investments in the institution’s future including a bank-wide rebrand to better reflect their commitment to the communities they serve. Formerly known as The Cooperative Bank of Cape Cod, Cape & Coast Bank is a $1.6B mutual community bank that has been serving Cape Cod and nearby communities for more than 100 years. Over the last decade, Cape & Coast has nearly doubled in assets, established a charitable foundation to address critical needs in Cape Communities, renovated and modernized the bank’s Headquarters in Hyannis, and made “future-proofing” improvements in technology and infrastructure. Through this growth and investment, the Bank is well positioned to provide innovative banking solutions and investment in the local community ultimately delivering on its mission of supporting the “people and businesses who are shaping the Cape’s future.”

Reporting directly to the CEO, the CFO will play a key leadership role in the next chapter of Cape & Coast’s evolution. The Chief Financial Officer serves as the Bank’s senior financial executive and a key strategic partner to the President/CEO and the Board. The CFO provides forward looking financial leadership, ensuring that financial planning, financial resource allocation, and risk management support the Bank’s long-term growth and strategic objectives. We are seeking a talented and strategic financial executive with a passion for community (and hopefully a connection to or an affinity for the Cape) for this critical leadership role.

For a confidential conversation, please contact Julia Crouter, Senior Associate, Financial Services (jcrouter@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).

 

 

Our client, a rapidly growing MGA platform backed by a leading private equity firm, is growing their existing and very successful Sports & Entertainment portfolio reach - and seeking an experienced Business Development executive to drive commercial growth across retail and wholesale distribution channels.

 

If you have deep experience in the sports and entertainment insurance space (clubs, youth sports, live events, special events, facility risks etc. and mix of property, casualty, accident & health), have wholesale/retail relationships to leverage with proven production success, and a strong command of the sports and entertainment industry’s key players and distribution dynamics - then contact Colin Morgan to learn more!

 

This role is highly autonomous and will play a key role in building a reputation for the platform beyond its already strong inbound pipeline. The ideal candidate will bring a proven track record of managing hundreds of brokerage relationships, identifying new channel opportunities, and accelerating growth across embedded, retail, and direct channels in the Sports & Entertainment space.

 

The role is fully remote and open to candidates nationwide. Compensation includes a competitive base salary with performance-driven upside and the opportunity for equity participation in the Sports & Entertainment vertical.

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 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 growing full-stack MGA specializing in E&S property and habitational real estate is seeking an E&S Property Underwriting Manager to lead and mentor a team of experienced underwriters. This role involves driving growth in the mid-market habitational and commercial real estate segment, managing portfolio results, and ensuring profitability with clear production goals and bonus potential.

The position is fully remote and offers high visibility to senior leadership. Ideal candidates have an MGA background, a strong track record managing profitable property portfolios, and thrive in a fast-paced environment. CAT expertise is not required today, though future expansion into quake, flood, or wind perils may provide additional opportunities.

Contact Harrison Hines 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!

Our successful Regional Carrier client in the Southeast is looking for a seasoned Senior Field Underwriter to oversee a book of Commercial P&C Business and expand their footprint in the state of Tennessee.

If you have at least 5 years of production underwriting experience growing small-middle market general commercial P&C business, have existing relationships with retail agents in Tennessee, and want to own a market where you can take over an existing book of business and innovate it, then contact Colin Morgan to learn more!

This is a fully remote role for folks in the state of Tennessee with travel as necessary to agents to open more doors and strengthen existing relationships. This role comes with a competitive salary and lucrative bonus opportunity based on production and profitability.

Our client, a successful regional wholesale broker that holds the pen with a variety of binding markets in the Garage space, is rapidly expanding their E&S platform, and seeking an experienced Commercial Lines Excess & Surplus Underwriter in the Southeast to continue to grow their Garage business.

If you have at least 3 years of excess & surplus underwriting experience in Garage space (Garage Liability, Garagekeepers Liability etc.), strong relationships with retail agencies and markets across the Southeast or in your respective area in 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 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.

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 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 client, a global underwriting platform experiencing rapid growth, is in the process of launching a Commercial Auto MGA. They are led by seasoned insurance and distribution professionals, and are launching an exciting new program in the rapidly evolving autonomous vehicle and mobility market. With a focus on high-growth opportunities such as rideshare, autonomous fleets, and other mobility solutions, they are seeking an experienced Commercial Auto Underwriting Leader to help bring their vision to life.

If you have at least 10 years of Commercial Auto Underwriting experience - including a minimum of one year underwriting in the mobility space (rideshare, autonomous vehicles, fleet programs, or similar) – have a history of Underwriting production success, and possess the technical underwriting acumen to complement a team rich in distribution, product, and market expertise, then contact Colin Morgan to learn more!

This role will play a critical part in building an innovative underwriting function for a market expected to generate enormous opportunities over the next decade. You’ll work alongside a collaborative, down-to-earth leadership team that blends deep product knowledge with big-picture distribution strategy - and you’ll be instrumental in shaping the program’s long-term success.

This position is fully remote and open to candidates nationwide. This company offers unlimited PTO, competitive compensation, and significant opportunity for growth.

Our client, a specialized MGU offering casualty coverages for habitational/real estate is growing and looking for a seasoned primary casualty underwriter to join their team!

The ideal candidate will have at least 3 years of production or renewal underwriting experience specific to GL/Casualty accounts around $25k-$30k in premium, can handle a high volume of work, and will have a strong track record of working remotely on a small team.

This role is fully remote with some visits to an office hub in select major cities. This is a great opportunity to join a scaling and successful program with room for advancement! Please contact Colin Morgan to learn more.

 

 

Our global reinsurance broker client with outfits in the UK, Bermuda, and US, is adding senior Origination & Placement Brokers to their team in the States.  These roles will originate and place casualty treaty business, bringing in new relationships or a book of business (eventually), finding the right markets, handling negotiations, and client relations. 

You must have at least 10 years of traditional casualty reinsurance broking experience with a proven track record of developing new accounts and a strong network of MGA, mutuals, regional contacts to be considered.  Market relationships a plus! 

Positions are fully remote, come with equity, and growth potential.  Contact Stacy St. Onge to learn more.  

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!

Passumpsic Bank has a strategy to expand their franchise into new markets. Under the direction of the SVP Senior Commercial Lender and the CEO & President, the bank is committed to adding an experienced Commercial Lender that will develop new business along the Berlin/Montpelier/Burlington, VT corridor.

Responsible for developing, structuring, underwriting, and managing commercial loan and deposit relationships that meet established requirements and provide maximum profitability to the Bank at minimum risk. This position will be a key member of the commercial lending team responsible for developing a new market for the Bank.

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.

Due to an upcoming retirement, Smith & Wilkinson has been retained by First County Bank (“FCB,” www.firstcountybank.com) in Stamford, Connecticut to manage the search and selection process for the bank’s next Chief Executive.

With approximately $2.2B in total bank assets, First County Bank is one of the premier mutual banks in the region. Founded nearly 175 years ago, FCB has been a reliable financial partner to consumers and businesses in lower Fairfield County and beyond for generations. In an industry and geography that has seen tremendous consolidation, FCB’s steadfast resolve to maintaining its mutual ownership structure and local decision making has positioned the bank to continue as an independent, community-focused financial institution for years to come. Through its Foundation, First County Bank Foundation, Inc., the bank has supported area nonprofits through over $10MM in charitable giving since 2001.

The bank serves its consumer and business customers through a full suite of competitive loan, deposit, and wealth management products and services. In addition to traditional loan and deposit offerings, the bank’s relationship-based approach to supporting its customers is enhanced by its wealth management division, First County Advisors, which offers investment, trust, and planning solutions. The bank is in strong financial condition, with good earnings, efficiency, asset quality, and capital. FCB operates 13 retail locations in Fairfield County and has a modern mobile and online offering that allows customers to stay connected to their money from anywhere.

We are seeking a visionary, community-minded, and financially astute banking executive with demonstrated leadership experience to lead FCB through its next phase of growth and transformation. First County Bank has a rich history supporting the Fairfield County Community and the bank values its trusted advisor culture, financial strength, and deep community ties. Their next CEO will preserve the Bank’s legacy while developing and implementing a forward-looking strategy that enhances profitability, customer experience, innovation, and organizational excellence. The ideal candidate will balance continuity with innovation, embracing evolving banking demands with confidence, adaptability, and a people-first leadership style.

For additional information about this unique community bank leadership role, please contact: Cameron Boyd, Managing Partner, Financial Services Practice (cboyd@smithandwilkinson.com) and Julia Crouter, Senior Associate, Financial Services Practice (jcrouter@smithandwilkinson.com).

Smith & Wilkinson has been retained by Atlantic Community Bankers Bank (“ACBB”) to identify the organization’s SVP, People & Culture. This newly created role will lead the strategic direction, operational excellence, and cultural development of the Human Resources function. The SVP will align workforce strategy with business goals, oversee HR operations and compliance, and champion culture, engagement, and employee experience across the organization. The ideal candidate will bring senior-level HR leadership experience, expertise in HR operations, benefits, payroll, and talent strategy, along with strong communication and analytical skills.

Founded as the first full-service bankers’ bank in the Northeast, ACBB is driven by a passion for community and a deep belief in the value of community financial institutions. Today, ACBB serves more than 375 financial institutions with a comprehensive suite of correspondent banking, lending, investment, and treasury management services. With ~125 dedicated employees, ACBB’s ability to serve its shareholders, clients, and partners is rooted in its people, making this role critical to the organization’s future growth and success.

Contact Moriah Maron or Cameron Boyd 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.

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 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!