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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Director of Loan Operations – Needham, MA Smith and Wilkinson has been retained by Direct Federal Credit Union to manage a search for their next Director of Loan Operations. This role, reporting directly to the Chief Lending Officer, will... More
Manager, Credit Card Operations – Laurel, MD The Manager of Credit Card Operations is responsible for establishing credit card processing operation efficiencies, creating best practices for credit card security and ensuring that credit card... More
Database Analyst – Moline, IL The Database Analyst will be responsible for providing technical and analytical work in implementing, supporting, and monitoring department and enterprise data warehouses and applications. This... More
Marketing Communications Director – Stoughton, MA Smith & Wilkinson has been retained by Envision Bank to manage the search for the bank’s Marketing Communications Director. This highly-visible position will play a key role in supporting the... More
Underwriting Supervisor – Boston, MA Smith & Wilkinson has been engaged on a search for an Underwriting Supervisor by our client, a growth-oriented P&C carrier located in the greater Boston area. The Underwriting Supervisor is... More
Commercial Underwriter – Boston, MA Smith & Wilkinson has been engaged on a search for a Commercial Underwriter in the greater Boston, MA area. This role is for a true producer, and perfect for an underwriting professional looking... More