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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AVP Mortgage Sales Manager – Manchester, NH Overview BCCU is seeking a seasoned, outgoing, and energetic mortgage professional with a proven track record of success to join our growing team of mortgage professionals. For over 95 years we’ve... More
Commercial Banking Team Leader – Springfield, MA Smith & Wilkinson has been retained by Community Bank, N.A. to manage the search for a Commercial Banking Team Leader responsible for Western Massachusetts. Community Bank, N.A. is an... More
Commercial Loan Officer – Woburn, MA Smith & Wilkinson has been retained by Patriot Community Bank to manage the search for a Commercial Loan Officer to join their growing commercial team. Headquartered in Woburn, Massachusetts,... More
SVP, Chief Financial Officer – Smithfield, RI Smith and Wilkinson has been retained to manage a search for the next SVP, Chief Financial Officer of Smithfield, RI based Navigant Credit Union. At $1.8B in assets, this Credit Union has... More
Chief Financial Officer – Staten Island, NY Smith & Wilkinson is currently retained by a local community bank in their search for a new CFO to join their executive team. This is a smaller, under $500MM in assets, community bank with a 20+... More
CRE BDO/Commercial Lender – Staten Island, NY Smith & Wilkinson is currently retained by a local NYC based bank who is looking to add a CRE BDO/Commercial Lender to their team to cover the Brooklyn and Queens market for the bank. Client... More