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

New Business Operations Analyst – Greater New York City Area, NY Our client, a startup group within a leading global reinsurance carrier, has engaged the Smith & Wilkinson Insurance Practice on the search for a New Business Operations Analyst . Based in the... More
VP, Global Tax Reporting – Southern New England, Smith & Wilkinson has been engaged on a search for a VP, Global Tax Reporting . Located in Southern New England, our client is looking for an enthusiastic, experienced tax professional to manage... More
Chief Operating Officer – Gardner, MA Smith & Wilkinson has been retained by $550MM, Gardner, MA-based GFA Federal Credit Union on the search for the newly-created role of Chief Operating Officer. This role, created based on the... More
Business Analyst – Greater Boston, MA area Smith & Wilkinson is looking for a business analyst to support the underwriting and product development teams for our insurance client based in the Greater Boston/ eastern Massachusetts area. If... More
Senior Marketing Manager – Southern New England, Smith & Wilkinson has been engaged by our client for a Senior Marketing Manager . This role, located in southern New England, will oversee the strategy, development and growth of a direct-to-... More
SVP, Member Experience – Moline, IL Smith & Wilkinson is working with IH Mississippi Valley Credit Union--a $1.2B Credit Union headquartered in Moline, IL--on a search for their next SVP, Member Experience. With 17 branch locations... More