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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Communications Marketing Director – Stoughton, MA Smith & Wilkinson has been retained by Envision Bank ( www.envisionbank.com ) to manage the search for the bank’s Communications Marketing Director. Founded in 1851 as Randolph Savings Bank,... More
Service Desk Manager – Lynn, MA Smith & Wilkinson has been retained by Eastern Bank ( www.easternbank.com ) to manage the search for the bank’s Service Desk Manager. Eastern Bank is one of the premier regional banks in the U.S... More
Vice President of Client Relations – Chicago, IL Smith & Wilkinson has been engaged by a dynamic market research company serving the financial services sector to identify its next Vice President of Client Relations . The candidate should be a... More
Director of Brokerage Sales Team and Partner Relations – Greater Boston, MA area Smith & Wilkinson has been engaged by our client, a mature and innovative life insurance carrier, on its search for a Director of Brokerage Sales Team and Partner Relations . This newly-created... More
Commercial Loan Review – North Andover, MA Smith and Wilkinson has been retained by Chaston Associates to manage the search for organizations next Commercial Loan Review Specialist. Chaston Associates was founded in 1984 and is the leading... More
SVP Commercial Market Manager – , New Hampshire Smith and Wilkinson has been retained by Northway Bank to manage the search for the Bank's next SVP Market Manager in New Hampshire. The Bank is under the parent company Northway Financial, Inc... More