Smith & Wilkinson

We are proud to share the news of another successful executive placement! Congrats to Suzanne Tremble on being named Maine Market President at Empeople Credit Union, one of the state’s most respected and community-focused financial institutions. At Smith & Wilkinson, we take pride in helping mission-driven institutions like Empeople build the leadership teams they need to thrive. Thank you to Darcy Flaherty and Nathan Townsend for their thoughtful execution throughout this search. Read the full story: https://lnkd.in/extVXdbY

We are honored to partner with Tompkins Financial Corporation to help find their next Community Bank President. Tompkins Financial is a diversified financial services company headquartered in Ithaca, NY that traces its roots to 1836. Under its holding company, Tompkins operates as subsidiaries Tompkins Community Bank, Tompkins Insurance Agencies, and Tompkins Financial Advisors. The banking business, Tompkins Community Bank, unites the strengths of four legacy community banks in New York and Pennsylvania and has total assets of $8.1B and a network of 53 retail branch locations. Tompkins is a strong performing public company that is committed to sustainable growth. We are seeking a dynamic and visionary executive to lead the mission-driven community banking business and serve as a key member of executive leadership. The ideal candidate with have 15+ years of progressive executive leadership roles in community/regional banking, strong expertise in commercial banking, credit and risk management, strong understanding of regulatory compliance and financial operations, as well as a proven track record of driving a high-performance culture and market growth. If you are interested in this position, contact our team for a confidential conversation. Cameron Boyd, Managing Partner, Financial Services cboyd@smithandwilkinson.com Carll Wilkinson, President & CEO cwilkinson@smithandwilkinson.com https://lnkd.in/e2cHvMcQ

New Job Spotlight Financial Reporting Officer The Financial Reporting Officer is responsible for ensuring accurate and compliant financial reporting for the Bank, holding company, and consolidated entity, in accordance with GAAP, SEC, regulatory standards, and internal accounting policies. Key responsibilities include reviewing, analyzing, and implementing new accounting pronouncements, and preparing both internal and external financial reports that clearly communicate results and trends. This role also oversees all federal and state tax filings, manages the tax provision process, and supports the monthly close and the preparation of management and Board reports. Additionally, the Financial Reporting Officer assists with budgeting and forecasting activities. For a confidential conversation about this role, contact Christopher Kelley ckelley@smithandwilkinson.com About Union Bank Headquartered in Morrisville, VT, Union Bank is a wholly owned subsidiary of Union Bank shares, Inc. (UNB, traded on the NASDAQ Exchange). Located just fifteen minutes north of the beautiful Stowe Mountain Resort, the Bank has been serving Northern VT and Northern NH for over 100 hundred years and has recently increased total assets to over $1.5B.  Union Bank is proud to have become the leading choice for the communities that they serve – holding over 58% of the deposit base in Lamoille County.  Today the Bank operates 14 retail branches in Vermont, 5 retail branches in northern New Hampshire, and two Loan Centers in Williston and Saint Johnsbury, Vermont.

5 Questions to ask before building your organization’s talent roadmap. The private credit landscape is evolving rapidly, and with that comes one of the biggest differentiators: talent.  Before you start to scale your organization, swipe through and ask yourself these 5 critical questions. At Smith & Wilkinson, we help private credit leaders design and execute talent strategies that align with any growth goals. Thinking about your next hire? Let’s talk: https://lnkd.in/dxsZ-yVT 

We were retained by Kennebunk Savings Bank to lead the search for their next Insurance Agency Director. This search intersected our two core practices, Financial Services and Insurance, showcasing our ability to collaborate across disciplines. Our placement, Paula Dimillo, has made a huge impact on the team and has just been promoted to Senior Vice President, Insurance Agency Director. A big thank you to Moriah Maron and Cameron Boyd for their thoughtful execution and teamwork throughout this search. You can read the full story here:  https://lnkd.in/ew4E-q9e 

New Job Spotlight: Head of Distribution, Sports & Entertainment We’re helping our rapidly growing MGA platform to find an experienced Business Development executive to drive commercial growth across retail and wholesale distribution channels. We are looking for someone with deep experience in the sports and entertainment insurance space, have wholesale/retail relationships to leverage with proven production success. This person will play a key role in building a reputation for the platform beyond its already strong inbound pipeline and should have a proven track record of managing hundreds of brokerage relationships, identifying new channel opportunities, and accelerating growth across embedded, retail, and direct channels in the Sports & Entertainment space. If you are interested, apply here or reach out to Colin Morgan a cmorgan@smithandwilkinson.com 🔗 https://lnkd.in/dSBYEWWN 

New Job Spotlight: Director of Marketing The Director of Marketing will provide proactive operational enhancement and innovation to marketing efforts in support of the mission, with a dedicated focus on Granite Edvance’s lending programs. This role will be responsible for: - Collaborating across teams to align marketing efforts with overall strategic initiatives and organizational goals.   - Utilizing key technologies and best practices to support and lead critical functions and projects.   - Managing all aspects of creating a marketing analytics framework, providing analysis, and other findings as requested in support of evaluating the effectiveness of marketing tactics. Granite Edvance (formerly the New Hampshire Higher Education Assistance Foundation, or the NHHEAF Network) has been helping New Hampshire families plan and pay for higher education for over 60 years. They are a capable and trusted provider of student loan products. As a leading non-profit organization, Granite Edvance provides students, families, and schools with expertise and support on all parts of college and career planning. They are laser-focused on one thing – helping the students and families of New Hampshire.    To learn more about this opportunity please contact Christopher Kelley, Senior Partner, at ckelley@smithandwilkinson.com or 207.289.3135. 

New Job Spotlight S&W is proud to partner with Tyndall Federal Credit Union (TFCU) in identifying their next Chief Information Officer (CIO). Reporting directly to the CEO, the CIO will play a key role in shaping and executing the technology roadmap that supports TFCU’s mission to make a meaningful difference in the lives of its members. We’re seeking a visionary technology leader with deep experience in banking or credit union environments, strong knowledge of core systems and conversions, and a forward-thinking mindset around AI, automation, machine learning, and cloud technologies. This is a unique opportunity to drive digital transformation and lead a talented team in a purpose-driven organization. Headquartered in Panama City, FL, TFCU is a $1.9B, not-for-profit credit union serving over 113,000 members across the Florida Panhandle and Southern Alabama. Under the direction of newly appointed President & CEO John Parillo, the credit union is focused on long-term sustainability, digital innovation, and delivering exceptional value to its members through operational excellence.   For a confidential conversation, please contact: Moriah Maron, Partner and Director of Recruiting mmaron@smithandwilkinson.com Julia Crouter, Senior Associate jcrouter@smithandwilkinson.com

Due to an upcoming planned retirement, Smith & Wilkinson has been retained by BankGloucester to lead the search for its next Vice President of Information Technology.   This position will report directly to the President and CEO, the VP of IT and will join a strong and collaborative management team and be responsible for leading both the strategic and operational aspects of the bank’s technology function. The role oversees a team of four IT professionals supporting three branch locations, ensuring seamless day-to-day operations, robust infrastructure, and cybersecurity readiness. As a leader, the team will expect this person to embrace early adoption of new technologies and focus on enhancing customer experience and internal efficiency.   The ideal candidate will be a seasoned IT leader with more than 10 years of experience in the banking industry, a deep understanding of regulatory and security requirements, and a passion for community banking and innovation.   Established in 1887, BankGloucester is a $400 million, state-chartered mutual bank that has proudly served the Cape Ann community for 138 years. The bank leverages advanced technology and a comprehensive suite of banking products to fulfill its mission of delivering exceptional, personalized, and community-focused financial services. If you're interested in learning more about this leadership opportunity, contact Julia Crouter or click the link below. 🔗 https://lnkd.in/edavtRSZ

16 Seats Remaining for Upcoming Group Leadership Cohorts As senior executives prepare for retirement, organizations face a critical need: to build a strong, future-ready leadership bench. Beginning in October, Smith & Wilkinson will host two virtual Group Leadership Cohorts with 16 exclusive spots for high-potential talent. This 12-month course combines group learning and personalized one-on-one coaching, focusing on the skills today’s emerging leaders need most:  - Emotional Intelligence  - Communication & Conflict Resolution - Creating Followership - Situational Awareness - Coaching for Performance Participants will walk away with the tools and mindset needed to lead with clarity, adaptability, and lasting impact. Reserve Your Spot:  🔗 https://lnkd.in/gVgUmjWi