Managing Director of Investment Services
Listed on 2026-02-05
-
Finance & Banking
Wealth Management, Financial Consultant -
Management
Wealth Management
Overview
S&W has been retained by Martha’s Vineyard Bank to manage the search for the Bank’s next Managing Director of Investment Services. Leading the Bank’s boutique and solutions based wealth management division, the Managing Director will oversee a talented team of advisors and continue the bank’s mission to provide best in class service at an exceptionally well-run, forward-thinking community financial institution.
About Martha's Vineyard BankHeadquartered in Edgartown, Massachusetts, Martha's Vineyard Bank is an approximately $1.3B, 117-year-old mutually chartered community bank. The Bank operates ten branches and a trust and investment office on the island of Martha’s Vineyard and Falmouth, providing customers with bank deposit, residential and commercial lending programs as well as trust and investment services. The Bank also operates a Charitable Foundation and is committed to providing numerous community partners with direct charitable grants, sponsor ships, and scholarships.
Martha's Vineyard Bank’s commitment to its customers and community – specifically with a convenient physical and digital presence, competitively priced product offerings, and commitment to customer service - has led the Bank to be recognized by the American Bankers Association as a "Best Bank to Work For" and by their community and customers as the "Best Bank on the Vineyard" for more than 20 years.
Management Leadership Opportunity
As Martha's Vineyard Bank looks to the future, they seek to simplify the complexities of Wealth Management using personalized financial planning. Placing their clients at the center of the process, Martha's Vineyard Bank Investment Services manages $477MM through advisory, trust, and brokerage services. The firm's advisory arm, Martha's Vineyard Investment Advisors, was recognized by Newsweek as one of the Nation’s top financial advisory firms of 2025.
We are seeking a talented and client centric Wealth Executive for this unique leadership role.
For a confidential conversation, please contact a member of our search team:
Julia Crouter, Consultant, Financial Services, j or Cameron Boyd, Managing Partner, Financial Services
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).