Somerville, MA:
Smith & Wilkinson has been retained by Middlesex Federal Savings ( www.middlesexfederal.com ) to manage the search for the bank’s next Senior Vice President, Chief Financial Officer. Headquartered in Davis Square in Somerville, Massachusetts, Middlesex Federal is a 128-year-old, mutually-chartered community bank. The bank has recently entered into an exclusive partnership with the FinTech Novo ( www.banknovo.com ) to provide AI-based financial advice to small businesses, entrepreneurs, and startups. In addition to its partnership with Middlesex Federal, Novo is the only “challenger bank” in the USA that has received funding from Barclays, and has received... More
Cincinnati, OH:
Smith & Wilkinson has been engaged by a Midwestern broker with 70 years servicing small to mid-size groups on a search for an accomplished Account Manager . This position will oversee a portfolio of current clients in the Employee Benefits/Health space. Primary goals will be to retain current clients while also growing your book of business organically through sales and relationship management. Additionally, this role serves as a mentor to clients and is a key player in developing a support team for the client. Job Responsibilities: Maintain current book of business through client engagement, relationship management, and development/execution of client business... More
Portland, ME:
Smith & Wilkinson has been retained by Norway Savings Bank ( www.norwaysavingsbank.com ) to manage the search for the bank’s Commercial Credit Department Manager. Norway Savings Bank (“NSB”) is a best in class, mutually-chartered community bank that has been serving consumer and business customers in western and southern Maine for 152 years. NSB is in fantastic financial condition; for the period ending June 30, 2018, the bank had $1.175B in total assets, a net interest margin of 4.23%, return on assets (ROA) of 1.23%, 0.34% noncurrent loans to loans, and core capital of 14% ($166MM). The bank serves its customers through 24 retail branches and a full suite of... More
Willsboro, NY:
Smith and Wilkinson has been retained by Champlain National Bank to manage the search for their next SVP Chief Financial Officer. Champlain National Bank is a $335MM closely held stock bank operating ten branches in Upstate New York. The Bank was established over 100 years ago and has become a leading community bank in the markets that it serves. The CFO role will to develop, plan, coordinate, organize, manage and direct the overall activity of the Bank’s financial functions. This individual will be fully responsible for the overall management and strategic direction of all core Finance, Treasury, and Accounting operations. This position is intended to lead the... More
Dallas, TX:
Are you energized by the thought of building something within a startup environment? Smith & Wilkinson has been engaged on a search for a talented individual to join our client’s team as Controller . First, this individual will help select an accounting system that is appropriate to a small company with big growth plans. Second, this individual will establish controls and processes for the ongoing accounting needs of the organization. Finally, this position will direct and oversee all the financial activities of the company including preparation of financial reports, creation of summaries and forecasts for future business growth, and manage general economic... More
White Plains, NY:
Smith & Wilkinson has been engaged by our client, a Life & Health insurance division within an international reinsurance carrier located in the Westchester/Stamford area, on the search for their next VP Level B2B Marketing Strategist . This role is responsible for all external marketing messaging to target companies in order to drive potential business interests and relationships. The Marketing Strategist will develop market positioning, content, and copy, in addition to managing PR, marketing channels, and company representation at industry events. Job Requirements Master brand focus, product offerings, and business goals in order to create marketing... More
Dallas, TX:
Smith & Wilkinson has been engaged on a search for an Insurance Product Manager who is interested in getting in at the ground floor of one of the industry’s fastest-growing startups. This candidate must be technically savvy, data-oriented, and possess exceptional research skills. The Product Manager will lead all insurance-related software projects, as well as work closely with colleagues cross-departmentally to implement new solutions and product development. Job Requirements Exceptional technology skills in order to develop software strategy, implement all new software systems, troubleshoot existing technology solutions, and define ongoing software strategy... More
Lowell, MA:
Smith and Wilkinson has been retained by Jeanne D'Arc Credit Union to manage the search for the Credit Union's next Chief Financial Officer. Reporting to the President & CEO, the CFO will manage and direct the Credit Union's accounting, financial analysis, investment, financial risk management and related practices including financial reporting, budgeting, asset liability management, and insurance. Jeanne D'Arc is the third oldest credit union in the US and the second oldest in Massachusetts. At 107 years old and $1.3B in assets, the Credit Union has almost 100K members and operates 238 employees. Jeanne D'Arc Credit Union's mission is to "help our members make... More
Moline, IL:
Smith and Wilkinson has been retained by Deere Employees Credit Union to manage the search for their next VP Information Technology. Based in Moline, IL and founded in 1935, Deere Employees Credit Union has grown to serve over 36,000 members and has over $984 million in assets, which makes it one of the largest credit unions in the state.The VP IT individual will be a member of the Executive Management team and be responsible for planning, directing, managing, organizing, and controlling all activities of the IT function. Reporting directly to the President & CEO, the VP IT has direct ownership of the employee and member facing technologies, which includes, but... More
Pittsfield, MA:
Smith and Wilkinson has been retained by Greylock Federal Credit Union to manage the search for the credit union's next Assistant Controller. The Credit Union is $1.2B in assets, 83 year old, and located in Western MA. Under the direction of the SVP Finance Officer, the Assistant Controller will plan, coordinate, and manage the activity of the accounting and asset/liability management functions in conformance with established Credit Union policies, strategies, and procedures. If you are interested in learning more about this role or have someone in mind, please call or email Chris Kelley at ckelley@smithandwilkinson.com /207-289-3135.More