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

SVP, IT & Operations – Roslindale, MA Smith & Wilkinson has been retained by The Cooperative Bank (“TCB”) to manage the search for the bank’s Senior Vice President, IT & Operations. Headquartered in Roslindale, MA, a neighborhood... More
Chief Insurance Officer – Dallas, TX Smith & Wilkinson has been retained by a fast-growing, innovative life insurance start up located in Dallas, TX, on a search for a Chief Insurance Office r. This position is a key part of the... More
VP, Commercial Real Estate Business Development Officer – Staten Island, New York Smith & Wilkinson has been retained by Victory State Bank on the search for a VP Commercial Real Estate Business Development Officer. Headquartered on Staten Island, the $ 360MM state chartered... More
Controller – Staten Island, New York Smith & Wilkinson has been retained by Victory State Bank on the search for their next Controller. Headquartered on Staten Island, the $360MM state chartered stock commercial bank operates five... More
Sr. Underwriter- General Liability / Commercial Lines – Greater Boston, MA area Smith & Wilkinson is seeking a senior underwriter with a background in general liability and commercial lines to join our med mal insurance provider client based in the Boston, MA area. If you... More
SVP, Director of Commercial Lending & Credit Administration – Manchester, NH Smith & Wilkinson has been retained by St. Mary's Bank on their search for their next SVP, Director of Commercial Lending & Credit Administration. Headquartered in Manchester, NH with nearly... More