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Marketing and Business Development Manager - Fiduciary Services

Newport Group

in Washington DC

Newport Group

Company Overview

Headquartered in Walnut Creek, California, Newport Group is a leading independent retirement services provider that helps employers—and the advisors who serve them—prepare employees for a more financially secure retirement. The company has more than $120 billion in retirement assets under administration and more than $265 billion in corporate retirement and insurance assets. Newport Group maintains investment objectivity, fee transparency and a commitment to flexible, responsive service. Staffed by an exceptional team of more than 1,350 retirement, insurance, and consulting professionals, the company provides retirement solutions tailored to the needs of employers of every size, from small businesses to the Fortune 1000.

Location: Position can be located in any Newport location, nationwide.

Fiduciary Consulting Services provides governance and investment support to qualified and non-qualified plan sponsors.  Typical engagements include: discretionary investment manager or non-discretionary investment consultant to support plan sponsors with the prudent oversight of participant and trustee directed qualified plans, governance for oversight of the non-investment related responsibilities defined under ERISA, asset and liability structuring for non-qualified defined contribution and defined benefit plans, investment management and consulting to trustee/corporate directed asset pools, as well as, management of a series of risk-selective target date portfolios, model portfolio series and managed account service.

Newport Trust Company, a wholly owned subsidiary of Newport Group, provides America’s leading corporations and institutions with institutional trustee and independent fiduciary services.  Our team commonly serves as an investment manager responsible for managing large blocks of employer securities, as a discretionary trustee responsible for administering deferred compensation arrangements, and as an independent fiduciary responsible for making prudent decisions on behalf of plan participants.

Job Description

Newport has an opening for a marketing and business development professional to support the growth of its Fiduciary Services practices. This individual would be entrusted with broad responsibilities related to external and internal marketing initiatives and business development efforts in close collaboration with internal subject matter experts and external business partners.

Primary Duties & Responsibilities

The Fiduciary Services Marketing and Business Development Professional would be responsible for:

  • Developing and executing an annual marketing plan for the fiduciary services practices, including business priorities, growth targets, brand management, referral network, intellectual capital, speaking engagements, conference schedule, online presence, media outreach, and special events
  • Leading business development efforts by performing research on prospective clients, expanding relationships with existing clients, preparing marketing materials, formulating strategy with pitch team, and delivering effective presentations
  • Drafting content and managing production of articles, white papers, marketing collateral, online content, RFP responses, introductory letters, and outreach campaigns
  • Cultivating and nurturing our referral network comprised of attorneys, employee benefit professionals, financial advisers and plan service providers
  • Speaking and networking at industry conferences and legal seminars to build brand awareness, stay abreast of legal, regulatory and market developments, build and strengthen referral network
  • Participating in client and internal meetings to maintain familiarity with service delivery, client planning and fine tune messaging
  • Serving as focal point for enterprise wide marketing and business development initiatives and fielding internal inquiries about our capabilities
  • Preparing and presenting reports tracking new business, pipeline trends and multi-business line opportunities


  • Bachelor’s Degree from an accredited university or college required
  • Advanced Degree (g., MBA, Master’s Degree or JD) and/or Professional Designation (e.g., CFA, CIMA) strongly preferred
  • 3 to 10 years of professional experience in marketing and business development of fiduciary services or related field with a successful track record
  • Strong understanding of investment and non-investment related fiduciary responsibilities for the prudent oversight of qualified plans, asset and liability structure for defined benefit and defined contribution non-qualified plans, and competitive landscape for fiduciary services
  • Industry exposure and relationships with institutional asset managers, financial advisers, investment and benefit consultants, and employee benefits law firms
  • Familiarity with the legal/regulatory issues related to administering employee benefit plans or managing institutional accounts, including the Employee Retirement Income Security Act of 1974, as amended (ERISA), guidance published by the Department of Labor (DOL), IRS 409A, and general compliance for marketing professional services as an SEC Registered Investment Advisor (RIA)
  • Excellent communication skills in both written and verbal forms
  • Strong interpersonal skills with the ability to build rapport, sustain relationships, and convert to new business
  • Focused on delivering responsive and high quality service to clients, prospective clients and referral sources
  • Proven team player who works effectively with colleagues
  • Highly motivated individual with entrepreneurial spirit who is eager to contribute to the team’s success and grow the business
  • Willingness to travel up to 20%

Newport group offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check).

Newport Group is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need. 


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

How to Apply

Click Here To Apply: https://recruiting.ultipro.com/NEW1020/JobBoard/6162c253-9d81-da08-c252-d43d2fcb8345/OpportunityDetail?opportunityId=225c784b-0355-4f7c-98ae-74a306b82f82 

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